Sales is all about relationships. People make purchases from companies and individuals they trust. Reputation goes through word of mouth, and glowing reviews bring more customers. Here's the thing though: while there are a lot of different appointment scheduling solutions on the market today, very few of them are designed to meet the evolving needs of sales professionals.
This is because most plug-and-play solutions aren't customizable. Cal.com, however, is different. You see, Cal.com was built around the idea that scheduling should be easy, efficient, and reflect our customers' actual needs.
You might be wondering how we achieve this. Well, the answer is a great team and modular design.
This makes our software user-friendly in the extreme. It means that advanced capabilities can be enabled with just a click of a button.
Customization is everything
You don't need to be a technical expert in order to change your booking page color schemes, create automated workflows, add AI integrations, or set up routing forms. All of these options and more can be easily activated using our app Store or by just going through your settings menu.
The beauty of Cal.com is that it's literally what you make of it. This means that regardless of whether you work in the health industry or finance, you can design a booking solution that reflects your true needs.
What are your scheduling needs?
Let's take a moment to look at how this helps salespeople. I'm not going to bore you and talk about all the time you'll save or how it's going to improve customer satisfaction. If you want to learn more about that, we've got a bunch of case studies you can review at your leisure. Instead, I'm going to give you a list of features and integrations that Cal.com supports. These are tools that you can add to your account whenever you want, without any hassle.
Round-robin scheduling
All paid Cal.com subscribers have access to round-robin scheduling. This is a tool that helps to ensure that clients are able to book appointments quickly and efficiently. Whenever a specific time slot is requested, the system will automatically go through all available employees and assign it to the first available team member. There's also the option to add additional controls, such as weights and account ownership notes, to help preserve fairness.
Routing forms
Routing forms help to connect customers to the right team members. This eliminates confusion and speeds up the decision-making process. The routing form is a series of questions you design. The system will automatically match bookers with team members who have the right attributes. An example of this is ensuring that small businesses are matched with small business specialists.
Workflows
Workflows let subscribers automatically send information to meeting attendees when certain events, also known as triggers, occur. An example of this would be ensuring that a survey is sent to clients at the end of meetings in order to measure their level of satisfaction.
Instant meetings
Instant meetings are an exclusive feature for organization and enterprise accounts. If you wonder what they are, it's basically round-robin booking on steroids. Normally, when someone books an appointment, they'll have to wait a specified amount of time before it actually occurs. This amount of time varies—it could be 4 hours or 2 days—it just depends on the time slot they requested and your team's availability. Instant meetings are different. When a prospective customer needs to talk to someone right away, instant meetings make it happen. All the client has to do is hit that instant meeting button, and a designated member of your team will be notified and connected to the client. This is an amazing tool not just for growing your client base but also for retaining long-term relationships by going the extra mile.
Salesforce
Our app store has a whole category dedicated to CRM solutions. However, Salesforce is special. You see, the round-robin scheduling feature works synergistically with it. This means that you can use Cal.com features like round-robin scheduling without having to worry about it negatively impacting account holder-client relationships. This is because our system respects Salesforce account ownership.
Why Cal.com?
Now, you might be thinking, this all sounds nice, but couldn't I just go with another product like Calendly or ChiliPiper? Of course, you could use another product—there are many viable options—but viable is not the same as optimal. Both Calendly and ChiliPiper can do part of what we do, but neither of them can do everything. You see, what I've covered—a handful of useful features and app integrations Cal.com offers sales professionals—I'm really only just scratching the surface. There is so much more that can really only be uncovered by actually using the product. We have teleconferencing solutions, note-taking integrations, analytics, payment processing, and so much more.
We don't just support white labeling; we also offer a version of our product called Platform that you can use to build your own time-based marketplace. The best part is that all of the essential features that most sales professionals need are part of our Team plan, which costs only $15 per user per month. You might be thinking, well, what if I don't need all of those features? Well, that's not a problem because our basic account is free, and you can sign up for one by clicking the link below.
