How are people using Calendly for customer service and client success?

Learn how client service professionals use Calendly to increase retention rates and improve the customer experience.

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“My job is about making sure the client is successful. There’s no way I could do that if I had to schedule manually. Calendly saves me vast amounts of time.”

Katie Rogers, SalesLoft

Key Results:

  • Impresses clients, provides proof that their time is valued
  • Improved client experience and retention through streamlined onboarding process
  • Gained time for team leadership and business development

SalesLoft gives sales teams a competitive edge on lead generation. With efficiency and accuracy as the company’s main tenets, it’s vital that their systems and tools reflect those priorities—which is why they use Calendly.

“Calendly is a huge timesaver,” said Client Success Manager Katie Rogers. “When I first came on board, scheduling was pretty easy. But now we’re at 500+ customers, and some days, we’ll close 10+ deals.”

Katie onboards all new clients, then touches base regularly over the next several months.

“My job is about making sure the client is successful,” she said, “there’s no way I could do that if I had to schedule manually. Calendly saves me vast amounts of time.”

The group scheduling functionality and simple user experience have improved the client experience, as well.

“As we’ve scaled, I’ve switched from running 1:1 calls to only group calls,” said Katie. “This has been really effective; I can now reach ten clients at once. Everyone is so much happier—clients can start using the product on the same day that they sign up. And it seems like every client later says ‘Hey, what’s that tool that you use to book our appointments?’”

With streamlined scheduling, Katie has time for more than just client calls—she can also lead and develop her team.

“It’s making me more effective, thus making the department more effective,” she said. “As we scale, it’s important that Calendly’s a part of that, because anything that makes me better is going to make the company better.”

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“My success measurement is whether or not our clients are confident in their ability to operate their site independently. Calendly is a huge help in making this happen.”

Ashleigh Briggs, UniversityTickets

Key Results:

  • Increased amount of high-value conversations with clients and prospects
  • Empowered clients to set appointments on their own time (rather than waiting for training manager to return calls/emails)
  • Automatic breaks between bookings eliminated meeting overflow from one to another

Ashleigh Briggs, client relations specialist for software platform UniversityTickets, faced some challenges: she needed to spend less time scheduling with clients by email and more time actually empowering them to operate their sites.

“I’d get stuck in at least four email exchanges per person trying to schedule trainings,” she said.

Ashleigh found the solution in Calendly.

“I have so much more time than when I was still trading emails” she said. “Saving time for each person really saves a lot of headache collectively.”

Automated scheduling has improved UniversityTickets’ client experience twofold: Ashleigh has more time for meaningful conversations with users, and the process saves as much hassle for clients as it does for staff.

“Clients really like the system,” Ashleigh said. “They know that if they want to meet with me, they can find my link in my signature. They can set up a time without having to wait for me to respond to an email or call.”

Internally, Calendly gives Ashleigh more control over her breaks, in turn increasing the quality of each call.

“We love the buffer times,” she said. “Yesterday, I was booked solid. Those buffers were crucial. When meetings are right on top of each other, it makes it harder to focus on every client.”

Now, Ashleigh has time to fully focus on each session—keeping existing customers happy and empowering new ones to get the most from their software.

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