A sales huddle is a condensed meeting a sales team holds on a frequent, ongoing basis. It’s meant to give salespeople a picture of their team’s current operations and future direction. Sales huddles are relatively short but incredibly useful.

8 Essential Tips for a Successful Huddle

1. Start with Your Leadership Team.
2. Push Back on the Pushback.
3. Don’t Problem Solve.
4. Give it 90 Days.
5. Assign Employees to Small Groups or Teams.
6. Properly Inform your Employees about The Game.
7. Provide a Scorecard for Each Individual to Fill Out.

A huddle board is simply one type of Scrum Board — a visual tool used to implement agile philosophies into various business environments. Streamline, secure and strengthen operations for optimized order-to-cash value streams and achieve business continuity.

Here are some meeting topics that should be on your sales meeting agenda:

• Celebrate the big wins. Start on a positive note.
• Updates on the pipeline.
• Uncover obstacles.
• Share prospect insights.
• Dive into the metrics.
• Share organizational information.
• Pick apart the competition.

Team Huddle best practices:

1. Be dedicated. A good facilitator is dedicated to the regular meeting rhythm.
2. Focus on the How, not the Why. Efficient Weekly Meetings produce solutions-based discussions instead of status-based presentations.
3. Steer Clear of Tangents.
4. Drive Team Accountability.
5. Share Facilitator Duties.

It is indeed important for everyone to feel secure while sharing any confidential data through the huddle boards. The employees can easily share media and files without having to worry about the aspect of security. Everyone is given a specific access to the huddle board and they are then allowed to make changes.

Turn your morning huddle into a quick yet engaging detective story. Have each team member write down something interesting, silly or unexpected they’ve done. Put them all into a container, shake ’em up, and have each participant draw a paper. Their job is to guess “who done it” and why they think so.

Good huddles can add huge value to teams but poor huddles can hinder and demotivate teams. To ensure your huddles are helpful, keep them brief, focused, well chaired, inclusive, fresh and engaging.

Huddle boards help organizations visualize their priorities for a particular stage in a project and help focus in on potential areas of improvement. For example, some healthcare organizations actually call daily meetings around the department’s huddle board, which outlines all the daily priorities for that particular team.

Daily sales huddles are best used with teams that are judged on activity metrics such as dials, emails sent, social touches, or talk-time. This could include BDR/SDR teams, full-cycle transactional sales teams, or corporate and mid-market account executives that still need to build their own pipeline. Who Should Run the Daily Huddle?

In any given daily sales huddle, I usually have between three to five informational bullets to review. I also occasionally use this section of the meeting to do an “icebreaker” or similar activity that could help the team learn more about each other and foster camaraderie.

A huddle board is often organized to contain all the ongoing tasks for a particular sprint (one of the iterations of agile projects, which generally last anywhere from two to six weeks).