THE SALES AUTOMATION PROCESS – ALL YOU NEED TO KNOW IN 2021
As another calendar year reaches its end, you and your team will likely regroup to plan ahead for what comes next.
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Schedule your appointments faster and avoid back and forth email correspondence simply by handing over the power to book meetings directly to your leads. Your calendar stays full, and you stay productive with EngageBay’s simplified online appointment scheduling software. Appointments are automatically synced to your Google or Office 365 calendar, so prospects always have access to your most up-to-date availability status. Stay organized at all times!
Create group appointment links to allow prospects to schedule appointments with more than one person in your team. Simply select users who want to be added to appointment links using our appointment scheduling software. The more, the merrier!
Display the dates and the time slots based on your availability and display them in the appointment scheduling link to your customers and let them choose a convenient slot. Also set available times for each day based on the time zone to avoid any confusion on the appointment day.
Set up form fields and gather customer information as you schedule appointments. When prospects schedule meetings with you, EngageBay automatically creates contacts that weren’t in your lists.
Send appointment reminder emails to your sales reps and your leads. You can tell EngageBay when and how many reminders to send to your team members and to the prospects.
As another calendar year reaches its end, you and your team will likely regroup to plan ahead for what comes next.
Before we start with CRM integration and its intricacies, let us first understand the basics.
Now that we’re almost halfway through 2021, what is your company doing to meet its B2B sales goals? The midpoint of the year is the perfect time to sit down and analyze your sales techniques.
Small realtors or real estate agencies rarely have the luxury of services of a professional secretary. How do they manage multiple affluent clients – all with different requirements and in need of personalized service?
Customer relationship management software is supposed to be, well, easy to manage. Its entire purpose is tracking and building your relationships with your customers.
The customer is KING and your relationship with them is important to drive your business growth, prosperity and success.
With awesome software backed by a dedicated support team, make every part of your marketing, sales & helpdesk more effective.
Customize scheduling
Send out confirmation and reminder emails to attendees, add buffer times before or after events, set daily limits on the number of appointments, avoid last-minute notices so you have ample preparation time, show availability in your invitee's time zone with intelligent time zone detection, and lots more with EngageBay's intelligent appointment scheduling software.