Let leads book with you! With FunnelBud's Appointment Scheduling Software built directly into the CRM, reps can get more leads directly in their calendars, automate invites, and follow up easily after meetings with automated reminders and templates. Place bookings on your website or in email signatures, synced with your calendars, and use it for sales or support. We help you think about your processes and set it up to perfection.
Why CRM with scheduling?
Appointment scheduling software is great, but using it as a stand-alone tool is a waste of potential!
With CRM scheduling software, you have appointment scheduling as an integral part of your sales process! This makes your sales team more effective.
Having CRM with scheduling software built in gives your sales reps additional information:
What is the best appointment scheduling software?
There are plenty of appointment scheduling software on the market, as you can see on Capterra's summary page for example.
So which ones are the best? We believe that's the wrong question to ask!
Rather than searching for the best appointment scheduling software, you should design a sales process that incorporates meeting bookings, how to drive sales effectively before and after meetings, and how CRM with scheduling software can help you drive such a process.
Book a demo with us today and we'll show you how we do it! (With the meeting you just booked as a case!)
How to send an appointment invite
In FunnelBud, appointments can be sent in multiple ways. Let's go through the most common below:
A) Copy a link or a button and send it in an email (or signature)
This is probably the easiest and most common use case.
You simply copy a button or a link and send it individually to someone you want to have a meeting with, and they'll click the link to get to your calendar.
How meeting scheduling buttons look
B) Have links on your website (great for support!)
Let people book meetings with you online! This is a great way to get more leads, or help existing customers with support.
You can set up meeting booking links for each individual, or for groups of people with round robin. For example, you could have two links: One for support, and one for sales, and the CRM scheduling software would show availability across the entire support or sales teams.
At FunnelBud, because each client has their own project manager helping them with complex implementations and strategy, we have opted to let clients book with each individual who might be helping them. See our support page here.
C) Automated a part of your sales process
Meetings shouldn't only be stand-alone activities. Instead, meetings should be a natural part of your sales process.
With a CRM scheduling software, you can build, report on, and improve the quality of sales meetings.
Here are some B2B use cases:
As you can see, a meeting scheduling software isn't just "a meeting scheduling software". It is, or should be, an integral part of your sales process, and requires some thought. But it can really make your meetings and sales process more effective.
Want to discuss how you can use it? Click the button below to book a meeting with Yusuf (the writer of this article), and he'll be happy to discuss ideas with you!
CRM Appointment Scheduling Software that helps you sell
Create meeting links easily online or in emails
Make it possible for leads to book leads with you easily via custom meeting links. Make meetings available on your web, per team or per person, or in each individual's calendar signatures.
Easily create different meetings for different purposes.
Sync available times and set your own availability rules
You control your own schedule, by making it possible to book meetings only during certain times, and only when you are available. Syncs with both Google and Microsoft!
Prospects only see available times, synced with Google or Office.
Works seamlessly for both you and your prospects
After booking a meeting, a calendar entry is added to both your calendar, and your prospect's. A Zoom or custom link, as well as agenda, is embedded directly in the entry. If you or they edit or cancel a meeting, an update is sent to the other, just like with any regular meeting invite!
CRM meeting bookings work just like regular meeting invites
Automate appointment requests and CRM follow up tasks
Meetings should not be stand-alone things! With FunnelBud's automated meeting tool, you can automate meetings as part of your sales process. Send out automated meeting requests to leads. Send preparation material before meetings. Remind reps to follow a specified process. And more.
Build meetings as a natural part of your sales process
See and report on all meetings and their completion status
See meetings along with all other interaction points and activities with your prospects in an easy to read timeline. Report on which meetings are performing well, and which follow up tasks are being completed on time. Coach your reps to improve performance!
See meetings and other activities in a contact's timeline.
Try our own demo sales automation!
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SharpSpring: All-in-one Marketing Automation & CRM with help included
SharpSpring is an easy to use Marketing Automation and CRM solution that helps you get leads, manage your deals, and sell more. Complete with features such as contact tracking, lead scring and automations. Offered by FunnelBud a premium SharpSpring agency, complete with Professional Services and implementation at no extra cost.
Low monthly cost. All included. High quality help. Don't hesitate to request a demo now!
Want to learn more about SharpSpring?
No more juggling multiple tools. All your contacts in one place. Great features that help you get more leads, sell and align your sales and marketing teams. All customer communication saved in one place. Low cost, and Professional Services from SharpSpring experts included to get you going fast. Get in touch with us now and let's talk!