Scheduling appointments is among the most frequently occurring sales and customer service tasks. Though it sounds relatively innocuous, it can get both tedious and time consuming. Let me paint that all-too-familiar picture for you. Let’s say a lead emails you asking to see a product demo on Monday at 1PM. You check your calendar only to see that you’re not available, so you counter with 4PM that same day. This back-and-forth continues until you both eventually agree on Thursday at 3PM – the meeting is set. On Wednesday, however, the lead emails asking to reschedule. The same process happens in search of another convenient appointment time. If you don’t see the email, however, or double-book an appointment slot and have to change it again, you immediately come off as looking unprofessional. The result – unpleasant experience, wasted time, and useless email threads.
Vtiger’s Appointment page is designed to save you from all the stress caused by less organized appointment management. The appointment page is your personal secretary – once you’ve shared its URL with your contacts, it considers when you work and what’s already on your calendar to show your invitee when you’re available to meet. In a few clicks, your invitee can pick an available slot, and both of you get a calendar appointment confirmation. If they later need to cancel or reschedule an appointment, they can do so without your direct intervention.
Appointments page let you invite people for three types of meetings. First one, Meet Me page, lets your clients schedule meetings with a particular individual. For instance, every sales associate can have his/her appointment page. When they want to schedule an appointment with a lead or customer, they just have to send their appointment page link to that particular lead or customer. The second one is the auto-assigned appointment page. You can send the link to auto-assigned appointment page to a client when you receive, say a demo or service request. Once the customer schedules an appointment, it will be assigned to one of the available associates automatically. The last one is the Group event appointment page that you can send along with your workshop or webinar invite emails to allow multiple bookings for an event.
The success of any meeting depends on how well you prepare for it. Asking questions to your invitee is an excellent way to know what they expect to learn from this session. In Vtiger’s Appointment page, you can include questions that you want your invitee to answer. For instance, you can ask what particular problem is your lead trying to solve. Using this answer, you can do your homework to address how you can help them solve that problem.
Sounds interesting? Read the documentation to create your Appointment page today. Have any questions? Feel free to drop a comment below or email us at [email protected]
