If you’re using Salesforce.com you know it’s a great way to keep track of your activity with prospects and customers. Many salespeople spend the majority of the day in the tool; tracking leads, following up, calling new leads, and monitoring campaigns. Where Salesforce.com falls short is in providing you with the ability to invite others to view times you’ve selected to offer for appointments and instantly book a time with you.
Here are a few ways Salesforce integration with online appointment scheduling can help you get more meetings, keep track of those meetings, and stay connected with your prospects and customers.
Offer Appointments to anyone outside your company with
an “Offer Appointment” Button
Click the image above to learn more about offering appointments from Salesforce
The ability to offer appointments to those outside of your company, and let them see times you’ve selected to make available is not a luxury you have if you’re using Outlook or Google Calendar alone to schedule appointments. By using an online appointment scheduling system to publish your availability to your prospects or customers, you let them confirm meetings with you without ever having to go through the tedious back-and-forth emails and phone calls. This saves you time and frustration, and let’s you spend those saved hours selling.
Track your booked sales meetings as Activities in Salesforce.com
When you use TimeTrade’s Salesforce integration, meetings that get booked show up as open activities under the lead or contact who booked the appointment and automatically appear on your calendar. This eliminates the manual process of creating the activity and ensures you and your manager are accurately tracking your sales activity.
Include a schedule link in your Salesforce email templates
If you include a link to your online appointment scheduling calendar in all of your communications, including those from Salesforce.com, you’ll quickly find that your links start doing your work for you. As you communicate, your contacts will see your “Click to Schedule” link and you’ll see a noticeable increase in your sales meetings, meeting attendance, and ultimately in closed business.