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Stop me if you’ve heard this one before: You want to book an appointment with a prospect. The prospect sends you some days and times that work for them. You look at your calendar, and what do you see? Oh crap. You can’t do any of those dates and times. So you send an email back to your prospect, and the cycle repeats itself until you can both find a date to meet.
Wouldn’t it be nice if you could just automate this stuff? Well, now you can. In fact, scheduling automation is all over the place these days. Even LinkedIn is soon launching a tool that will let you schedule posts in advance, so you don’t have to wake up at 7am every morning to share your latest pithy and insightful thoughts.
But like any new term, there’s a lot of misinformation out there. So we thought we’d take a quick and simple look at what scheduling automation is and how it can benefit you.
Sounds fun? Great. Let’s get to it.
Scheduling automation is a way to share your work or personal calendar in the form of an online link. When someone clicks on that link, it will populate both parties' schedules with available times to meet.
The benefits of scheduling automation are simple: it allows for less verbal, email, or texting communication between parties while simultaneously allowing each party to continue their normal workflow without interruption. Put another way: The days of trading emails and possible meeting dates are gone forever!
Scheduling automation gives control to the recipient, many of whom are often potential customers. This allows them to work at a pace they’d like without worrying about the added stress that comes with finding a suitable time for everyone to meet. And as any sales professional will tell you, you never want your customer to feel like they’re not in control. Control is ultimately part of the solution you’re trying to offer them in the first place. Why? Because the customer is always the hero of their story, and as author Donald Miller explains in “Building a Story Brand”, we as sales professionals are the guides. Our job is to help them on their way, and we do that in part by giving our customers a sense of control back into their lives.
So, giving customers the ability to pick WHEN they are free is a kindness and not something to be overlooked. It is rare that you will find anyone out there who enjoys the back and forth with someone about when and what time to do something.
We value your time more than anything. That’s why Cirrus Insight exists in the first place, you know? We work to reduce CRM friction and waste by helping you execute the right activity with the right people. From buyer signals to sales cadences, automated tools can help you close more deals. Our team uses calendar scheduling frequently. Here’s what it looks like:
There are a few points you may want to consider when choosing a scheduling automation tool:
If you’re reading this, the odds are good that your goal at work is to make your company more money. And if you can do that faster, and without breaking anything in the process? Even better. That’s why it’s so important to carefully evaluate all of your options and find the one that’s going to best make money and save you time.
Of course, if you want to give our scheduling automation tools a try, we’re not going to say no. You can get a free, 14 day trial by clicking here. And the best part? There’s no credit card required to start your trial.