5 Ways Auto Scheduling Meetings has Changed My Life

“Sure… what time works for you?”

We all know what song in dance these 6 little words will start.

Email from prospect: Sure we can have a chat… Does Monday at 3:00 still work?

Email from us: Sorry, I just booked up then. How about 2:00?

Email from prospect: No I can’t do then… Does Tuesday from 8:00 – 10:00 work?

Email from us: I can squeeze in 9:45. How about then?

Email from prospect: Sure, send me a calendar link

Email from us: Great! Just sent

Email from prospect (after cal invite is sent): I’m meant 9:45 PST…

Oh the fun we have spending an hour over the course of three days to schedule a 15 minute meeting!

 

Luckily for me, the Collabspot team has built a new (and FREE) tool for Sugar users that allows you to just send a link and have your prospect pick a time that works for them.

In honor of our beta release of Collabspot Scheduler, I wanted to share 5 ways that automated meeting scheduling has changed how the Collabspot team works and collaborates.

Let’s dig in!

 

No more going back and forth scheduling meetings

For sales teams the most obvious benefit of automated meeting scheduling is the ability to schedule calls and demos without a long back and forth about when is best to meet. You can easily send prospects, partners, and coworkers your Collabspot Scheduler link and have a meeting on the calendar in minutes, not days.

We add the link to the bottom of emails, in our email signatures, and on our sales pages to maximize efficiency. Prospects simply pick a time and the meeting shows up in my calendar.

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Collabspot Scheduler will even automatically block out times that I’m not free in my calendar.

 

Never Forget to update Sugar

The Collabspot sidebar and calendar syncing functionality both help me ensure I keep Sugar, updated, however, sometimes meetings with new leads slip through the cracks.

 

Now I don’t have to worry about those new contacts getting into Sugar and old contacts being updated in Sugar.

Every contact that clicks my scheduling link will be prompted to fill out their name, and email address which automatically gets pushed to Sugar where a contact is updated and/or added. It will even update accounts, cases, or opportunities that the contact is related to. So I don’t have to remember to go back and add this meeting for it to be included in Sugar.

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Stop Screwing up Time Zones

Collabspot has customers and partners all over the world from NYC to Australia, so figuring out timezones is a constant struggle.

Nearly everyday I find myself thinking “Ok so they are in England, so that’s 6 hours ahead so I can make a 6:00am I suppose… oh wait I’m in Cupertiono that week…”

With Collabspot Scheduler, your prospects calendar automatically adjusts to their timezone, so they see your availability in your timezone.

No more timezone math!

 

Always gather phone numbers

Nearly every call that I conduct with a new prospect involves a conference call line. This makes it really easy to get multiple stakeholders on the phone, but doesn’t do anything for me in terms of gathering contact information like phone numbers.

Collabspot Scheduler grabs the email address, phone number, and any other information you request from everyone that signs up for a meeting with you.

The tool will sync this information back to Sugar so you have it in your CRM as well.

 

Give your prospect autonomy

Sometimes prospects don’t want to sit on a conference call with you for an hour and a half. They just need 15-minutes to get information, ask a quick question, or place a order. Instead of us choosing how long a call is, we can let prospects choose the desired call length with Collabspot Scheduler.

This gives prospects more autonomy and allows them to keep control of their schedule.

 

Everyone loves it!

Our favorite thing about Collabspot Scheduler is that everyone loves it. It’s easier for prospects and partners and virtually removes data entry for our sales team.

Win-Win!

We’d love for you to join us with the only scheduling tool that integrates directly with Sugar for FREE when our Beta is released later this month.

Fill out this form, and I’ll make sure you’re one of our first users.