Automating sales meetings can be a game changer in your business as it has taken lots of your time and effort to set up one meeting with the prospective client by exchanging emails back and forth. So let’s see how you can quickly deal with this big problem in your sales department with DaySchedule.
DaySchedule offers a platform where you don’t have to worry about finding a time slot, sending conference links, juggling calendar events, and checking your emails with clients. With DaySchedule, you can create an event for the sales team, share the scheduling link with your clients, and post it on your web page so your clients can easily book a meeting with the sales executive.
Creating an event and sharing your availability
The first step first to automate the sales meetings. You first need to create an event in your DaySchedule account, where you can choose the owner of the sales event and the sales executive’s respective locations for meetings.
DaySchedule also offers different events you can create for your sales department depending on your business needs, i.e., one-on-one or round-robin event types. With round-robin events, sales managers need not worry about whether one sales executive gets more leads than others, as all the meetings will be scheduled circularly.
Next, you can easily share your calendar in the event, which will show all your available slots on the main scheduling page, and from there, your clients can easily book meetings with the sales executive.
Putting a Pause on repetitive work
By sharing the scheduling link of your event for a sales meeting, you can stop the repetitive task of sending emails and trying to come to the one-time slot. In addition, by going to the shareable link, your client can choose a date and time for the meeting.
Your sales executive will focus more on improving productivity and sealing the meeting in a deal.
Automatic reminders for the sales meeting
All these efforts will go out if your clients forget about the meeting. DaySchedule provides automatic reminders that can send to sales executives and clients through emails, WhatsApp, SMS, and more. In addition, reminders can be created by going to “Workflows,” where you can create a workflow for a single event or multiple events depending on your business needs.
DaySchedule also provides templates for reminders, so you just need to select the template and create a workflow.