9 pro tips to shorten your sales cycle and drive more revenue with Calendly


Thad Thompson

Thad Thompson
Sep. 17, 2021

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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.

9 ways to shorten sales cycles with Calendly

Here are our 9 best tips for using Calendly to close more deals, faster.

1. Convert interested prospects to scheduled leads from your marketing campaigns

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.

2. Turn engaged website visitors into scheduled meetings

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.

3. Automate lead distribution

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.

Round Robin Distribution

4. Provide prospects scheduling options

Prospects move through your funnel faster when they’re connected more quickly with the information most relevant to their needs. 

Streamline the 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.

5. Include all necessary people in meetings

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.

Video showing how to set up a collective event type within a team

6. Offer white-glove service for top prospects

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 in both Gmail and LinkedIn Messenger.

Calendly's Chrome extension lets you easily copy your scheduling link to paste into an email.

7. Eliminate repetitive data entry

Administrative work is a major barrier to efficient funnel workflows. Remove it by integrating Calendly with Salesforce, Zoom, Google Meet, Microsoft Teams, Webex, GoToMeeting, and other apps. Calendly automatically generates a dynamic conferencing link so your team doesn’t need to continually copy meeting information between platforms.

8. Measure campaign conversions

How can you tell if your campaigns are meeting your goals? Integrate Google Analytics and Meta Pixel (formerly Facebook Pixel) 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.

9. Streamline reporting

It’s vital to measure your team’s effectiveness and make improvements where needed. Use Calendly’s intuitive analytics dashboard 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.

Remove barriers to better sales performance

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. 

Learn more ways Calendly’s time-saving tools support sales and marketing teams. If you aren’t using Calendly yet, get started by signing up for your free 14-day Pro Trial today.

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Thad Thompson

Thad Thompson

Thad is a former Content Marketing Manager at Calendly. When not sharing scheduling and productivity insights, you’ll find him hiking trails with his family or thumping a bass with a power pop band.

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