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When paired with a promotion and/or discount, you can boost your conversion rates. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"People typically ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://www.technologynetworks.com/neuroscience/news/taking-breaks-while-learning-helps-the-brain-remember-more-351486"},"content":[{"nodeType":"text","value":"retain more information","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" when it’s broken up into smaller chunks and delivered over a period of time. Don't overwhelm your customers by trying to show them everything at once. Instead, create different Event Types for specific features. 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Use team scheduling to answer complex questions","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Sometimes customers have complex questions that can only be answered with input from multiple team members. For example, you may need to involve someone from accounts payable to answer a billing question, while a technical idea might require a discussion with an engineer. When you need more than one team member in a meeting, don't waste time going back and forth trying to figure out when everyone is available. Use ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/blog/team-scheduling-options"},"content":[{"nodeType":"text","value":"team scheduling","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" to streamline their booking experience.","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"With Calendly, you have the option to pool open times across different teams. 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Integrate with your CRM to keep account managers focused","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Neither your customers or your teams want to spend valuable meeting time going over information from previous interactions.  Eliminate unnecessary data entry by having all customer details created or updated automatically in your CRM platform as soon as an appointment is scheduled. Your customer relationship managers and account managers can then see the information in the scheduled appointment instead of looking it up manually or collecting it from customers. Your teams are then free to better focus on providing value to customers.","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Calendly provides native integrations with popular CRM tools including ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/integration/salesforce"},"content":[{"nodeType":"text","value":"Salesforce","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/integration/hubspot"},"content":[{"nodeType":"text","value":"HubSpot","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", and ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/blog/honeybook/"},"content":[{"nodeType":"text","value":"Honeybook","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":". You can also leverage ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/integration/zapier"},"content":[{"nodeType":"text","value":"Zapier","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" or use ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/blog/api-dev-portal"},"content":[{"nodeType":"text","value":"Calendly's API","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" to connect with many other CRM platforms such as ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://zapier.com/apps/calendly/integrations/zendesk"},"content":[{"nodeType":"text","value":"Zendesk","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://zapier.com/apps/calendly/integrations/zoho-crm"},"content":[{"nodeType":"text","value":"Zoho CRM","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://zapier.com/apps/calendly/integrations/pipedrive"},"content":[{"nodeType":"text","value":"Pipedrive","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", and ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/integration#sales-crms"},"content":[{"nodeType":"text","value":"more","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":".","marks":[],"data":{}}]},{"nodeType":"heading-3","data":{},"content":[{"nodeType":"text","value":"5.  Automate your customer success outreach","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Use ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/features/workflows"},"content":[{"nodeType":"text","value":"Workflows","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" to automate personalized email or SMS reminders before customer sessions to prevent no-shows. This process automation eliminates the need for your team to spend time manually sending out pre-session reminders, giving your team more time to prepare for the upcoming meeting. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Calendly’s Workflows also help your team work more effectively as well as efficiently. Because you can ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/blog/scheduling-redirect-custom-questions/"},"content":[{"nodeType":"text","value":"add customized questions to your reminders","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", use them to collect information from a customer about their needs, feedback, and any other details not already in your CRM. The pre-session questionnaire gives your team a better understanding of the customer’s priorities and structure  the meeting agenda accordingly — and gives you time to prepare ideas and solutions beforehand.","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Because needs vary so much, it’s a good idea to create multiple Workflows to align with many different customer journeys. You can customize the number and types of reminders depending on the meeting’s urgency. You also have the option of automating follow-up notices after the session to automatically share helpful information (such as links to online tutorials) to reinforce what you discussed and provide your customers with additional resources. You can even create Workflows that include future check-in meetings for complex issues that may require further support. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"What’s more, Calendly will notify you if you're setting up a Workflow that will result in a duplicate email. The automated review lets you avoid overlapping notifications that could be annoying.","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"Betsy Soler Tagboard tweet - Calendly booking page","twoColumns":false,"whiteText":false,"backgroundColor":"Base White","htmlMarkdown":"<blockquote class=\"twitter-tweet\"><p lang=\"en\" dir=\"ltr\">Refreshed my <a href=\"https://twitter.com/Calendly?ref_src=twsrc%5Etfw\">@Calendly</a> page to give my <a href=\"https://twitter.com/tagboard?ref_src=twsrc%5Etfw\">@tagboard</a> customers more context to our meetings (and add a little personality). 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They can't be productive if they're feeling burned out. Calendly lets you ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/help/hc/en-us/articles/14048208107287-How-to-use-buffers"},"content":[{"nodeType":"text","value":"build in time before or after an event","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" into a schedule to give your customer success and account managers a break or set daily limits to cap the number of meetings available during one day. Giving them room to breathe ensures they'll be fresh and prepared for each customer interaction. ","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"Buffer gif animation","title":"Add a buffer to your Calendly Event Types to give yourself some breathing room.","image":{"title":"Buffer gif animation","description":"","file":{"url":"//images.ctfassets.net/k0lk9kiuza3o/5EvfXQQD9dR05ezrgP8ixjasset/2eeb3a3e169c5ffb273e8ab9d802c748/buffer.gif","details":{"size":5238792,"image":{"width":1920,"height":911}},"fileName":"buffer.gif","contentType":"image/gif"},"__typename":"$undefined","node_locale":"en-US","createdAt":"2022-10-05T17:47:26.218Z","id":"5EvfXQQD9dR05ezrgP8ixjasset"},"hideOnMobile":false,"__typename":"componentImage","node_locale":"en-US","createdAt":"2022-10-05T17:53:05.170Z","id":"5EvfXQQD9dR05ezrgP8ixjimage"}},"content":[]},{"nodeType":"heading-2","data":{},"content":[{"nodeType":"text","value":"Strengthen your customer relationships","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Calendly’s scheduling automation is an easy way to keep your customer success and account management teams focused on strengthening your relationships instead of doing repetitive administrative tasks. 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