I probably don’t need to tell you that no-shows are a massive pain. The rep will see the meeting date and time, along with any pertinent information that will be useful for guiding their interactions. Here’s an example of how this process would go down on Chili Piper.Īfter making the request, they select a date and time that works for them.Īfter doing so, Chili Piper adds the meeting to the appropriate rep’s calendar. Not only is this a time drainer, it also opens the door for errors and scheduling conflicts.Ī quality appointment scheduler will offer calendar syncing that automatically adds a meeting to a rep’s calendar without any effort on their end. The last thing you want is for your reps to have to manually add meeting dates and times to their calendars. So, when it’s all said and done, you can swiftly get leads where they need to go and remove any kinks along the way. It’s nice to have plenty of flexibility here so you can try out different options and make adjustments as you go. Like I mentioned before, you should have different routing choices, such as using custom rules to determine which rep gets what lead or round robin routing to distribute leads evenly. Ideally, an appointment scheduler will automatically route leads without you having to step in and do it manually.Īfter all, you don’t want to have to flip through spreadsheets or have reps step on each other’s toes, so automated lead routing is the solution you’re looking for. That way you can always strike while the iron is sizzling hot and schedule meetings before a lead moves onto a competitor. So, above all else, you want a platform that has automated scheduling. When it comes to closing deals, you have to remember that 78% of deals go to the first vendor to respond. Time is of the essence when scheduling appointments, and you need to move at warp speed.Ī study by Velocify found that responding to lead within 1 minute results in a 391% conversion rate boost.īut that number quickly declines the longer you wait.įor instance, waiting 2 minutes lowers that number to 160%, and waiting 3 minutes lowers it to 98%.Īnd if you wait an entire day, that number drops all the way down to just 17%. Here are some specific features I suggest. Now, let’s dive into what you’re really interested in - what to look for in an appointment scheduler. frameborder=”0″ allow=”accelerometer autoplay encrypted-media gyroscope picture-in-picture” allowfullscreen> To see how Workato uses Chili Piper to 75% of their qualified video, check out this video. Or, you can use round robin routing to distribute leads evenly to your sales team and ensure fair distribution.įrom there, a rep will reach out to the lead at the agreed upon time and have a meeting that hopefully ends with a sale. You can use custom rules to determine who the lead is sent to. They select a date and time that works for them, and an appointment scheduler will then route that lead to the appropriate sales rep. What Exactly Does an Appointment Scheduler Do?įirst, let me explain precisely what this type of software does.Īn appointment scheduler is a tool that allows you to book and manage meetings with inbound leads.Ī lead can book a meeting from places like your website, social media accounts, a webinar, a demo, through email, or any other channel where you have a booking link. In fact, at the conclusion of this article, we’ve listed a handful.īut if you’re looking for an appointment scheduling tool that really delivers a ton of features, options, customizations, and high-octane power, you’re going to have to pay for it.Įven though a free appointment scheduler may not exist, it’s important to understand what a good appointment scheduler should do, free or not. There is a surfeit of free appointment scheduler softwares. Let’s lay out there for simplicity’s sake - a truly robust free appointment scheduler software simply doesn’t exist. Question: What about a free appointment scheduler? However, review the list below to determine what features of appointment scheduling are important so you can make the most informed decision. If you are in the market for an appointment scheduler, this guide will explain the exact features that you should look for.Īdmittedly, a one-size-fits-all appointment scheduler doesn’t exist.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |