Appointiv: Streamline and Automate Appointment Scheduling Using Salesforce
One of the significant behavioral changes that have occurred in the buyer’s journey online is the ability to self-service. As a buyer, I want to research problems online, identify solutions, evaluate vendors, and… ultimately… get as far to the finish line as I can before ever having to contact a salesperson.
Automated Appointment Scheduling
We’ve all been through scheduling hell… working back and forth between all the key decision-makers via email to try to find a convenient time to connect and have a meeting. I despise this process… and we invested in an automated appointment scheduling for our prospects and clients to meet with us.
Automated, self-service appointment scheduling is a fantastic way to increase appointment scheduling rates for your sales team. These platforms compare calendars and find common time between the parties, even entire teams. But what if your organization is using Salesforce and needs that activity recorded in Sales Cloud?
Appointiv makes complex appointment scheduling a breeze with a tailored, flexible solution 100% powered by Salesforce. Automate manual processes and watch your work start to flow! Appointiv is a native Salesforce app which means you install from the AppExchange and get started – no integration required!
With Appointiv, you can allow your clients to book and manage their appointments because your entire team’s availability is updated in Salesforce in real-time, regardless of the calendar they use. Appointiv provides a hassle-free scheduling solution that even accommodates multiple team members with differing schedules and calendars.
Setup is easy, incorporating a web form and customizing your branding through the Appointiv app:
Pricing for Appointiv is on a per-user basis… and you can even incorporate external meeting hosts that don’t have a Salesforce license for a reduced fee. Transparent pricing also means:
- No extra licenses are needed for your Salesforce Experience (Community) users.
- No extra Salesforce license for API access is required for Salesforce Professional Edition orgs.
- No extra Salesforce licenses are required to set up your non-Salesforce hosts.
Appointiv never stores customer data outside your Salesforce instance… so there are no concerns about regulatory issues and third-party sites that may be digesting or passing data back and forth.
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