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Connect
Leads
Instantly to the Right Person's Calendar
Stop making buyers wait. Eliminate the scheduling friction buyers face trying to meet with someone.
Meetings Drive Revenue, Make Them Count
Smart Scheduler allows you to intelligently match customers with staff in real-time based on personalization criteria, availability, and utilization.
Convert Leads to Meetings & Revenue
Deliver a better customer experience by leveraging intelligent matching logic to guarantee highly personalized and effective interactions at every level.
Quickly Connect with Key Prospects
Eliminate the “back-and-forth” and get qualified meetings scheduled directly on your calendar.
Provide a Stellar Customer Experience
Delight customers with a seamless and efficient experience, intelligently matching them with the right resources in real-time.
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Transform Meetings Into Revenue
Operationalize a better meeting scheduling experience for your customers and your revenue teams without compromising your lead management practices.
Deliver the Streamlined Scheduling Students Expect
Free up your faculty and staff from the back and forth when scheduling appointments with students.
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Meet with More Clients Faster than Before
Say goodbye to scheduling hassles and manual coordination. Simply share your Smart Schedule link to let clients book with the right advisor at the right time.
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Increase Conversion Rates
Don't let warm leads slip through the cracks with outdated forms. Automatically route leads that are on your website to the right rep instantly and avoid wasted opportunities.
- Considerations for rep territory & skill sets
- Optimize for availability & utilization
- Customizable meeting windows
Optimize Resource Capacity
Allocate resources based on real-time demand and capacity to avoid overutilization or underutilization of team members. Analyze customer scheduling patterns to identify trends and refine your processes.
- Enhanced matching capabilities
- Easy setup & configuration
- Integration with email & CRM
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Accelerate Fulfillment
By intelligently connecting customers with the right resources and optimizing scheduling efficiency, Smart Scheduler empowers businesses to expedite order delivery, enhance operational agility, shorten lead time, and drive customer satisfaction.
- Efficient resource allocation.
- Real time tracking & visibility
- Optional or required booking inputs
Cirrus Insight Frees Teams from CRM Friction and Wasted Opportunities
Salesforce Sidebar
Bring your customer and pipeline data to your email inbox.
Smart Scheduler
Intelligently route leads to the right team member's calendar using customizable workflow logic.
Salesforce Sync
Sync 100% of your meetings, tasks, and emails - no manual data entry.
Analytics
Collect sales activity and turn it into actionable insights to increase sales.
Attachment Tracking
Know what happens to your attachments after you hit send.
Buyer Signals
See who opens your emails and clicks your links for timely, focused follow up.
Calendar Scheduling
Share your calendar, book more meetings, and automatically add them in Salesforce.
Email Blast
Communicate with prospects and customers at scale.