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01
Connect calendars, CRM, and routing
Sync seller calendars, connect your CRM, and set intake rules. Route prospects by territory, product fit, or account owner to match your enterprise sales strategy and reduce time to meeting.
02
Design account based workflows
Build account based selling workflows that trigger invites, reminders, and internal alerts for sellers and stakeholders. Automate reschedules, confirmations, and next steps after every interaction.
03
Measure and optimize performance
Track meeting volume, no-shows, lead response time, and conversion. Use workflow analytics to improve each stage of your B2B enterprise sales process and accelerate velocity.
01
Shorten time to first meeting
Auto-route high intent leads to the right account owner instantly, then trigger confirmations, reminders, and fallbacks across email, SMS, and WhatsApp. Reduce lead response time, boost show rates, and remove manual coordination that slows discovery and demo scheduling. This supports a scalable enterprise sales strategy without adding headcount or creating handoff gaps between marketing, SDRs, and AEs.
02
Operationalize account based engagement
Create account based selling workflows that coordinate SDR, AE, and solutions engineers around one account timeline. Send internal Slack alerts when champions book, schedule multi participant demos, and trigger follow-ups tied to deal stages. Align activity with your enterprise deal review template so leadership sees progress and risks in real time.
03
Handle the multi stakeholder sales process
Build templates for executive briefings, security reviews, and legal sessions. Automatically invite the right seller, SE, or legal contact, include the buyer committee, and personalize reminders by role. Cal.com orchestrates complex calendars and time zones so large buying groups move forward without friction.
04
Ship fast with open, secure infrastructure
Adopt our API-first platform with self-hosting options for strict compliance. Use webhooks, GraphQL and REST APIs to integrate with your stack. Cal.com is open source, SOC 2 compliant, SSO ready, and enterprise friendly, so you keep control while standardizing scheduling across teams and regions.
Advanced routing rules
Route by territory, account owner, product, language, or SLA. Use intent signals to prioritize and send to pooled or round robin teams for faster coverage.
Account-based workflows
Trigger internal tasks, stakeholder invites, and multi-channel reminders tied to accounts, opportunities, and stages. Perfect for account based selling workflows.
Group and panel scheduling
Schedule multi participant demos, executive briefings, and technical deep dives. Automatically collect availability and send tailored reminders by role.
Workflow analytics
Monitor meeting creation, attendance, and conversion by segment, territory, and rep. Identify bottlenecks and improve each step of your B2B enterprise sales process.
Enterprise-grade controls
SSO, SCIM, SOC 2, audit logs, self-hosting, and granular permissions. Keep sensitive data in your environment while standardizing scheduling.
Extensible APIs and webhooks
Use REST and GraphQL APIs plus webhooks to sync with your CRM and data warehouse. Connect Salesforce or HubSpot via API, iPaaS, or Zapier.
Get started with enterprise sales workflows
Standardize scheduling for complex deals and large buying groups. Try Cal.com free, explore the API, or book a demo to see account based workflows in action. Move faster, reduce no-shows, and turn meetings into momentum.
