Shibabrata Mondal - 19/Aug/2017

Scheduling a Meeting with your Prospect or Customer or Client

sched

(image credit: www.heritagedentalva.com)

So you work in Inside Sales, or Field Sales, or Pre-sales, or Customer Success Team. One of the key difficulties everybody faces is scheduling meetings with the prospect or customer. It takes multiple emails and calls back and forth to finally arrive at a date and time. It is one of the most frustrating and time consuming part of the job.

Now it’s simple and easy.

 

  • Setup an Appointment Board.

app board

  • Add your email address, and your their availability and constraints (max per day and week).

  • Get the URL that gets generated.

url

Note that the above setup was a one time setup.

Now every-time you need to schedule a meeting with a prospect or a customer just email this URL  and ask them to pick a time of their choice and directly setup the meeting with you. Wizergos will make sure that your constraints and availability are adhered to and that there are no conflicts on your calendar.

If you have other team members and the meeting can be attended by any one of you, you can also add multiple people on the appointment board and the tool will select the best available person to schedule the meeting with.

Shibabrata Mondal

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