Personalize preferences for each user with ease. Set up specific daily and weekly timespans for booking meetings, e.g., from 8 am to 6 pm on weekdays.
Tailor default meeting duration, calculate the driving time between meetings, and decide how many days in advance a booking can be made.
Efficiently match agents with the right consultants by setting up customized match values based on lead criteria, e.g., zip code.
When the correct consultant is selected, agents will get an overview of their schedule directly in the dialer, choose the date and time, and register the meeting.
Once the meeting is scheduled, consultants can access the event in their calendar. Create customized event descriptions with merge tags, and forward all necessary lead information.
Insert relevant details using merge tags from the booking data, consultant data, lead fields, result fields, and agent data.
Ensure lead confirmation by automating meeting notifications immediately after booking. Personalize with dynamic merge tags, adding vital meeting details and personalized lead data.
Steer clear of no-shows with automated reminder flows using Journeys. Customers the amount, timing, and delivery method of reminder via email and/or SMS.
Choose predictive, progressive, or manual dialing - or mix them up! Tailor your campaigns following your needs to get the most out of your leads.
Let agents register sales while speaking to the lead. Easy management of your products and a swift overview of all sales in currency and quantity.
Go nuts in data. Warehouse lets you explore all your data on everything from leads to calls. Control and find whatever you want to with just a few clicks.