Thad Thompson, September 16, 2021
Maintaining a healthy sales funnel requires a lot of activities. Outside of the prospecting, qualifying leads, and conducting meetings and demos, there are also many administrative tasks to ensure your sales team is working effectively.
Fortunately, Calendly’s automations mean you don’t have to worry about these processes slowing down your funnel or getting in the way of closing deals. You can shorten sales cycles by reducing scheduling time for you and your prospects while making it easier to track your team’s progress.
Whether you focus on inbound selling, lead distribution, email campaign development, or all of the above, you can preserve more time for what matters most: creating relationships and securing revenue.
Here are our 9 best tips for using Calendly to close more deals, faster.
Create a direct channel to your sales team by using Calendly as the call to action (CTA) in your marketing campaigns. A Calendly link empowers interested prospects or customers to schedule time with your sales team to learn more about your offering. It also places leads in your sales funnel right away.
Your website’s inquiry form enables prospects to contact you at the height of their interest. Encourage prospects even further down the funnel by directing them to your scheduling page after submitting their information. If you’d rather review their submission first, you can qualify the lead and then offer availability with Calendly.
Effective sales funnels connect prospects with a rep quickly, without disrupting the lead distribution strategy. Use the round robin Event Type to automatically route leads based on priority, availability, or equal distribution to your team members.
Prospects move through your funnel faster when they’re connected more quickly with the information most relevant to their needs.
Streamline process by offering multiple meeting types. Try different ways of organizing your team pages — by rep, product, territory, engagement duration, etc. — to speed up the process further. Make it even easier for prospects to schedule a time by embedding Calendly on your website.
Complex deals typically require conversations with multiple people from your team and your prospect’s organization. Collective scheduling makes it easy to include all the necessary people in one meeting.
Whether you need to transfer a prospect from an SDR to an AE or have an AE include an engineer or customer success representative for a consultation, collective scheduling aligns availability without time-wasting back-and-forth emails.
Prospects and customers who offer the most potential revenue should always be able to talk to you. Ensure your availability with priority clients by creating secret meetings on your landing page. Only clients who have the specific link to this meeting can schedule with you.
For last-minute meetings, use the Calendly for Chrome extension to send an ad-hoc invite to high-priority clients quickly.
Administrative work is a major barrier to efficient funnel workflows. Remove it by integrating Calendly with Salesforce, Zoom, Google Meet, Microsoft Teams, GoToMeeting, and other apps. Calendly automatically generates a dynamic conferencing link so your team doesn’t need to continually copy meeting information between platforms.
How can you tell if your campaigns are meeting your goals? Integrate Google Analytics to track conversions throughout the scheduling process. You’ll gain insights into when prospects visit your scheduling pages, and their level of engagement. Google Analytics also assesses campaign sources and performance so you can make campaign improvements based on your findings.
It’s vital to measure your team’s effectiveness and make improvements where needed. Use Calendly’s tracking and reporting tools to identify how your team is spending time. Unlock even more powerful sales and pipeline reporting capabilities by integrating Calendly with Salesforce and other popular CRM platforms.
Scheduling automation removes barriers like these that stand between your team and the performance they can achieve. With Calendly supporting your pipeline, you can turn more site visitors into booked meetings, produce higher quality prospecting results, accelerate your sales funnel, and do more to grow your business.
How to identify and prioritize high-value leads, hone your messaging, and convert more sales.
Team leaders at Lyft, Ancestry, and Stack Overflow lightened their teams' admin loads with Calendly.