Sales-driven scheduling to fast-track conversions
Prospects can self-schedule a demo or a discovery call anywhere, anytime, and across any device. As for you, manage upcoming calls whether you're in the office, at the coffee shop, or on your way to meet another client. We've got your back!
Here are some ways Zoho Bookings can help you refine your sales processes:
Accelerate your sales cycles
With phone or email-based scheduling, there are multiple back-and-forth conversations accompanied by a ton of manual work. A higher number of leads only increases the complexity of your sales booking process.
Facilitate faster meeting scheduling for your leads by showcasing your real-time availability using Zoho Bookings. You also reduce your admin work, so your leads get a seamless scheduling experience. Overall, it's a win for everyone.
Manage your leads efficiently
Are your leads scattered across multiple software platforms? Strengthen the top of your funnel by integrating Zoho Bookings with Zoho CRM. The integration automatically adds prospects as leads or contacts in your CRM when they book a call with you. This also prevents data siloes by syncing information across both platforms.
Put an end to juggling applications and add clients to a marketing list to nurture them further, or set up custom workflows in your CRM to ensure timely follow-ups.
Scheduling software for sales teams
Stay on top of your team's schedule with the appointment dashboard. You can also identify time-sinks and reallocate your sales reps to high-revenue driving activities.
Zoho Bookings' algorithm auto-assigns appointments to the least-busy sales rep that day so that everyone gets equal footing. You can also make data-driven decisions or track the team's progress with appointment or revenue-based reports. Managing your team has never been easier.
Without Zoho Bookings
- Receive an email or call from prospects regarding your availability.
- Ask for their available times.
- Get prospect responses with three time slots.
- Block the slot, generate the meeting link, and email it to prospects.
- Add prospect data to your email marketing software or your CRM.
- Send reminders and follow-up emails manually.
With Zoho Bookings
- Set your availability and sync your calendars.
- Share scheduling links with your prospects.
- Get booked as prospects self-schedule.
Zoho Bookings automates post-scheduling tasks like:
Calendar invites, emails, follow-ups, meeting link generation, data push into CRM, adding prospects to marketing lists, and more
Scheduling features that drive more sales
An array of meeting types
Build strong customer relationships with one-on-ones, or organize discovery calls with your client as a team using collective bookings. We've got something for everyone.
Integrate with your calendars
Eliminate double-bookings and keep your discovery calls synced across platforms using the calendar integration. Put an end to calendar invite conflicts and facilitate seamless scheduling.
Staff allocation
Zoho Bookings uses a round-robin algorithm to equally distribute appointments among all staff members so that everyone gets equal footing.
Generate custom reports
Generate reports to track your team's performance, monitor revenue growth, or identify and capitalize on busy days of the week. You can generate appointment and revenue-based reports and further tweak them with filters like appointment type, status, service, or staff. The possibilities are endless.
Meet clients online
While you focus on closing deals, Zoho Bookings can automatically generate meeting links for you by integrating with video conferencing tools like Zoho Meeting, Zoom, Google Meet, and Microsoft Teams.
Browser extension
Send booking links from your sales dashboard, track your schedule, book appointments, and receive notifications right from the Bookings browser extension.
Notification and reminders
Keep prospects informed, reduce no-shows, and boost conversion probabilities with customizable reminders via email and text.
Zoho integrations
Integrate with a host of different applications to facilitate effective sales processes. Facilitate effective inbound lead generation with sales IQ, track your leads through sales pipeline with Zoho CRM, stay on top of your client queries with Zoho Desk, and do even more with Zoho Flow.
Businesses that have successfully grown with Zoho Bookings
Graham Todd, Director, Spaghetti Agency
“My diary's super full with sales calls now. It's been brilliant to use. We've actually built Zoho Bookings into our sales pipeline.”
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