10-minute investment results in a 50% increase in selling time for Signpost
Making more time for selling with continual sales funnel engagement
demo volume and reduced drop-off by placing scheduling links in nurture and re-engagement campaigns
team set-up with admin management and standardization
Volume of meetings scheduled with Calendly analytics
As a young but rapidly growing software company, Signpost (a CRM and marketing platform for brick-and-mortar businesses) had devoted significant effort to creating a strong inbound marketing funnel.
And it was working — so well, that its small sales team was struggling to keep up. Between outbound efforts and inbound leads, sales reps couldn't set up demos for all their prospects. There was also no process for re-engaging leads who leaked from the funnel. And to top it off, inconsistency between the tools they were using made it difficult to get new reps up to speed efficiently.
Embedding scheduling in smart marketing campaigns
Signpost needed to optimize and automate its process so that warm leads could schedule demos themselves without the back and forth with reps. The team also needed a robust tool that could power the sales funnel but was simple to roll out.
Julia Pan, Signpost’s marketing and sales enablement manager, looked for a solution that wouldn’t require extensive time to set up for each rep and something she could scale.
“A lot of other appointment setting tools are very convoluted. With Calendly, set-up was so nominal; implementation took less than 10 minutes.”
Julia began adding reps’ Calendly links to nurture campaigns, which a lead receives after requesting a demo on Signpost’s website. These emails are written as if coming from a real salesperson, with an individual rep’s Calendly link in them. It’s personal and immediate. The lead can schedule a call right away and the rep doesn’t have to do anything until the time of the demo, so they have time for outbound prospecting and other tasks.
Creating a leak-proof funnel
With automated lead management campaigns in place, Signpost’s sales team had time to stop leaks along the funnel where leads had previously dropped off. Julia says, “Now we can send a re-engagement email with a Calendly link in it, and if someone’s interest is reignited, there’s no barrier to reentry.”
As Signpost scales at a tremendous rate, Julia is able to manage her existing team member’s Calendly settings and duplicate them to new reps’ accounts instead of manually configuring. She can also track reps’ results with reports from the Calendly dashboard.
“A good tool is one that’s so simple, sales reps can basically forget about it and let the meetings roll in. That’s essentially what happened when we implemented Calendly.”
Marketing and Sales Enablement Manager, Signpost
With automated email campaigns that speed up the sales cycle, Signpost’s reps were able to make more sales in less time and track their progress with integrated analytics software.
Ready to explore what Calendly can do for you? Sign up for free today.
Suggested Customer Stories
How Indiana University streamlined bookings using scheduling automation
By creating a Calendly scheduling page for each piece of equipment in their fabrication lab, Indiana University eliminated manual reservations and made better use of both students’ and staff members’ time.
Simple scheduling is an art form at the College for Creative Studies
The team at the College for Creative Studies juggles meetings with high school counselors, students, alumni, and other members of the faculty. Keeping track of who’s who and how much time they need was a job unto itself. Calendly took the abstraction out of scheduling.
Streamlined customer experience translates into more clients for Ancestry.com
After a spike in clients looking to research their family tree, Ancestry.com realized their existing operational processes wouldn’t be able to keep up as demand increased. Calendly allowed the company to simplify its scheduling function, and before long, genealogy results were coming faster, with less hassle, at a better price.
Easy access for easy bookings
Share your Calendly link right from your browser, so you can schedule meetings without the back-and-forth
We take the work out of connecting with others so you can accomplish more.