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If La-Z-Boy could efficiently connect shoppers with experts, not only would potential buyers be able to access an experience that approximated the visit to a showroom, but each piece of furniture would come with value-added consultation services. La-Z-Boy reached out to Calendly in hopes of facilitating easy bookings.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The solutions","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"Virtual design consultation as a service","nodeType":"text"}],"nodeType":"heading-5"},{"data":{},"content":[{"data":{},"marks":[],"value":"With a few tweaks and a new couple links, the scheduling process was up and running on La-Z-Boy’s website. Customers type in their zip code, and geolocation connects them to their nearest store. Each store is broken out as an individual user, and the customer is routed to a scheduling page for a corresponding local designer. Event types correspond with a particular designer’s availability, and shoppers select a 30-minute slot for a virtual consultation at a time of their choosing.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"One designer, Erica from Sterling Heights, Michigan, notes that the simple scheduling process often leads to a dialogue that is even more productive than an in-person meeting. Customers can feed images of their existing decor, or data about the dimensions of rooms, to designers. Meanwhile, the experts work to balance style and functionality.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"“I try to listen to their likes and dislikes, what they are drawn to, and put off by,” Erica says. “I read between the lines of what they are not always able to articulate.”","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The results","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"Shopping by appointment is here to stay","nodeType":"text"}],"nodeType":"heading-5"},{"data":{},"content":[{"data":{},"marks":[],"value":"It didn’t take long for La-Z-Boy to realize that they hit on a big idea. With thousands of bookings in the first few weeks, they could hardly keep up. 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La-Z-Boy plans to continue scheduling virtual design consultations indefinitely. As showrooms slowly reopen to in-person shoppers, La-Z-Boy will use Calendly bookings to control the number of people visiting stores at any given time.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"There are plans to expand their virtual shopping offerings too. La-Z-Boy is looking to add an option that allows customers with simple questions to book appointments with store employees almost immediately. Along with increased remote interaction, La-Z-Boy wants to improve future in-store experiences with semi-private shopping appointments. 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Dark Right Stats","__typename":"layoutSection","node_locale":"en-US","createdAt":"2022-06-09T13:51:49.256Z","id":"2QTcAAx3FfK7qd8oDV7Kml"}},"content":[],"nodeType":"embedded-entry-block"},{"data":{},"content":[{"data":{},"marks":[],"value":"The challenge","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"Booking time to talk","nodeType":"text"}],"nodeType":"heading-5"},{"data":{},"content":[{"data":{},"marks":[],"value":"While John Compton is looking for quality — not quantity — when it comes to job candidates, finding top talent still demands he speak with as many people as possible. As an executive recruiter for the medical device industry, he may use resumes to screen candidates, but real-life conversations are the only way to truly find the best of the best. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Sorting contenders from pretenders takes time. Between researching, sourcing, and strategizing with clients, John can’t afford to get bogged down in the logistics of scheduling. He would rather talk with candidates about their qualifications than talk about when they’re going to talk.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"On occasion, John found himself emailing back and forth three or four times, just to set a meeting with candidates. He could see opportunities for him and his clients — who need to fill jobs — getting lost in the shuffle. Once John found a candidate that fit the profile, he needed to make it easy for them to make an appointment and get down to business.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The solution","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"Scheduling links on social media","nodeType":"text"}],"nodeType":"heading-5"},{"data":{},"content":[{"data":{},"marks":[],"value":"John gets flooded with emails every day, so he’s wary of doing the same to others. To that end, LinkedIn has been a great way to connect with prospects — they get to see who he is, and he can get a sense of a candidate’s background before reaching out. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"But even in the best of times, social media attention spans are short. That high performer squeezing in a quick job search on their lunch break may only have a few minutes to engage. John tried a few scheduling applications in hopes of taking those connections one step further, but most seemed to make things harder rather than easier. Then he tried Calendly. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Once John connects on LinkedIn, ","nodeType":"text"},{"data":{"uri":"https://calendly.com/blog/linkedin-browser-extension"},"content":[{"data":{},"marks":[],"value":"a simple link invites a job seeker to set up a call","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":". One click routes them directly to Agile’s custom-branded scheduling page. 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With thousands of inbound leads coming in from across the world every month, business was booming. When Dave Rotholz, head of the company’s east coast sales team, saw that first contact with clients still depended on phone calls, he knew there had to be a better way.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Varied time zones are a challenge to connecting by phone, and cycles of missed calls are often more frustrating than fruitful. Increased interest in Bitly’s product already meant hefty call volume flowing through the sales channels. The last thing account executives (AE) needed was more phone traffic.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"At ","nodeType":"text"},{"data":{"uri":"https://bitly.com/"},"content":[{"data":{},"marks":[],"value":"Bitly","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":", inbound SDRs reach out to warm leads who have submitted a web form requesting a meeting, outbound SDRs find new business opportunities through cold calling and email, while AEs take the baton from SDRs to close deals and manage active sales cycles. As the company grew, it became more difficult to keep everybody on the same page.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Dave needed something to improve communication and efficiency, so AEs could focus on closing business with the most qualified potential clients.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"“I just loved the whole aspect of booking with Calendly and thought, ‘I have to get this for our whole team,’” Dave says.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The solution","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"Faster engagement, shared accountability","nodeType":"text"}],"nodeType":"heading-5"},{"data":{},"content":[{"data":{},"marks":[],"value":"As a first step, Dave directed inbound SDRs to use email rather than phone calls to reach out to querying customers. Calendly allowed prospects to set their own time for an initial meeting and easily integrated with Bitly’s existing platforms. Soon enough, similar methods spread throughout Bitly’s scheduling systems.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Today, leads from the website flow directly into Bitly’s Salesforce CRM, then on to a sales automation platform that automatically triggers an email with a Calendly scheduling link. Questions on the scheduling page gather context for the initial call and help SDRs quickly convert more qualified leads. In the meantime, outbound SDRs send prospecting emails with Calendly links too.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"“Not only do the SDRs come in with a whole calendar of prospects to speak with,” Dave says, “but they have more prospects show up to their meetings”.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"AEs post questions on their scheduling page to ensure SDRs ask the right qualifying questions before scheduling. The responses push directly into Salesforce, and the integrated system ensures accountability and guarantees that AEs are meeting with the best-qualified prospects.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The results","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"Landing leads as interest peaks","nodeType":"text"}],"nodeType":"heading-5"},{"data":{},"content":[{"data":{},"marks":[],"value":"And the results show that it’s working. Since shifting to Calendly, the leads generated by the web site are 40% more likely to end up as a sale. Prospects schedule at their moment of peak interest, and they avoid the frustrating back-and-forth of phone calls or emails.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"When the AEs step in, they are confident that the prospect they are talking to is a qualified opportunity for a sale. 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Having devoted significant effort to creating a strong inbound marketing funnel, plenty of small business owners were reaching out to express interest in ","nodeType":"text"},{"data":{"uri":"https://www.signpost.com/"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"Signpost","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":"’s customer relations management (CRM) and marketing software. But far too many were falling out of touch before they could see how Signpost’s comprehensive platform worked.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"As Signpost’s marketing and sales enablement manager, it was the right kind of problem for Julia to have. Clearly, there was interest in Signpost’s offering. Business was booming, and potential customers were reaching out left and right. But this influx of leads made it hard for the sales team to keep up. There was also no process for re-engaging leads who leaked from the funnel. And to top it off, inconsistency between the tools Signpost was using made it difficult to get new reps up to speed efficiently.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Julia knew they were missing out on chances to convert queries into customers. She needed a setup that allowed potential clients to book demos themselves without the back and forth with reps. With demand growing by the day, she needed a fast fix. And she couldn’t afford to lose more time on complicated training for her already hardworking team.\n  ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The solution","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[{"type":"bold"}],"value":"Embedding scheduling in smart marketing campaigns","nodeType":"text"}],"nodeType":"heading-5"},{"data":{},"content":[{"data":{},"marks":[],"value":"Things were working well, but Julia needed to optimize and automate the processes that were already underway. The team needed a robust tool that could power the sales funnel but was simple to roll out and scale, and wouldn’t require extensive time to set up for each rep.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"“A lot of other appointment setting tools are very convoluted. 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Traditionally, it would require at least three touchpoints to coordinate and qualify prospects with the old inbound sales process.” ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"This friction in the sales process was at odds with the company’s product-led growth strategy, and they needed a better way to coordinate and qualify discussions with potential customers. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Katalon also needed to find a way to increase efficiency for the revenue team because while the customer base was growing, so too was the team. Katalon grew its employee base more than 3X over the course of a year and a half. \n","marks":[],"data":{}}]},{"nodeType":"heading-3","data":{},"content":[{"nodeType":"text","value":"The solution","marks":[],"data":{}}]},{"nodeType":"heading-5","data":{},"content":[{"nodeType":"text","value":"Empower customers to schedule calls instantly","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Katalon trusted Calendly as an industry leader when they sought an automatic scheduling tool. They knew they needed something that could work across time zones and speed up their workflow.","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Katalon’s growth team quickly added Calendly to the form on their website and began using it to simplify the lead nurturing process.“Before Calendly, our website form would send an email to the sales team, and they could take 24 to 48 hours to respond. But now, we allow customers to set up a call in real time with Calendly. It’s seamless for somebody to see the time zones that reflect their own in Calendly,” Daisy noted.  ","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"Katalon Screenshot 1","title":"After qualifying a lead, the chatbot on Katalon’s site points directly to a Calendly booking page.","image":{"title":"Book Call Calendar-katalon","description":"","file":{"url":"//images.ctfassets.net/k0lk9kiuza3o/4Mfna6LPaYOcT8bi9rjHlq/f3eec8b578faee823bb6120937193499/Book_Call_Calendar-katalon.gif","details":{"size":127131,"image":{"width":1440,"height":810}},"fileName":"Book_Call_Calendar-katalon.gif","contentType":"image/gif"},"node_locale":"en-US","createdAt":"2022-06-24T23:11:45.932Z","id":"4Mfna6LPaYOcT8bi9rjHlq"},"description":"After qualifying a lead, the chatbot on Katalon’s site points directly to a Calendly booking page.","__typename":"componentImage","node_locale":"en-US","createdAt":"2022-06-24T23:11:51.745Z","id":"504FMgZx48mae3DOtcY9Rl"}},"content":[]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Automatic scheduling has sped up the Katalon workflow, and Daisy added that “what we’ve seen is that when we get a prospect on a call they convert a lot higher and a lot faster. Calendly significantly reduces our sales cycle.” Along the way, they’ve used sales data to optimize the process with the help of Calendly features. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"“One of the things that we track for our inbound BDR team are no shows,” Daisy says. “You’ll often see that prospects schedule a call weeks in advance, and when the time comes, it will be out of mind. So based on that learning, we set a ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://help.calendly.com/hc/en-us/articles/1500004754122-Managing-additional-rules-for-your-availability"},"content":[{"nodeType":"text","value":"rule","marks":[],"data":{}}]},{"nodeType":"text","value":" where customers cannot book a call within six hours before the meeting or beyond two weeks.” ","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"Use rules to set a range of dates","title":"Use rules to set a range of dates when you can accept meetings, and to set the minimum amount of time before an event can be scheduled.","image":{"title":"Vonage Customer Story Image","file":{"url":"//images.ctfassets.net/k0lk9kiuza3o/7gbo6SbnsCcdyxD1IpBQ7O/018a04ade9b71007e5403f3ac8eda0aa/Screen_Shot_2021-12-01_at_1.48.44_PM.png","details":{"size":86999,"image":{"width":1472,"height":426}},"fileName":"Screen_Shot_2021-12-01_at_1.48.44_PM.png","contentType":"image/png"},"node_locale":"en-US","createdAt":"2022-06-24T22:39:59.354Z","id":"7gbo6SbnsCcdyxD1IpBQ7O"},"description":"Use rules to set a range of dates when you can accept meetings, and to set the minimum amount of notices required.","__typename":"componentImage","node_locale":"en-US","createdAt":"2022-06-24T22:40:40.562Z","id":"411aO4OaGFtkXL8iDyaTX7"}},"content":[]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"In addition to custom scheduling parameters, Katalon uses automatic meeting reminders to ensure prospects don’t forget about an upcoming demo or discussion. \n","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"Katalon Screenshot","title":"Katalon uses Calendly Workflows to send automatic reminder emails to prospects, a practice that has cut no-shows in half.","image":{"title":"Katalon Screenshot","description":"","file":{"url":"//images.ctfassets.net/k0lk9kiuza3o/7mtQFST3qbqTiTYQ1rYShX/62f0dd184342a15a086ccc51ceba04d2/example-reminder-email.png","details":{"size":68665,"image":{"width":1038,"height":499}},"fileName":"example-reminder-email.png","contentType":"image/png"},"node_locale":"en-US","createdAt":"2022-06-24T23:15:33.086Z","id":"7mtQFST3qbqTiTYQ1rYShX"},"description":"Katalon uses Calendly Workflows to send automatic reminder emails to prospects, a practice that has cut no-shows in half.","__typename":"componentImage","node_locale":"en-US","createdAt":"2022-06-24T23:15:38.341Z","id":"3uTS65G16PgpN5yZ3iC7Wk"}},"content":[]},{"nodeType":"heading-3","data":{},"content":[{"nodeType":"text","value":"The results","marks":[],"data":{}}]},{"nodeType":"heading-5","data":{},"content":[{"nodeType":"text","value":"Seamless inbound conversations increase conversions","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"The ease of using Calendly serves Katalon’s customers and team, which has been integral as the company navigates growth. 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This added time for training and development, as well as time before and after each meeting for preparation and follow up.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The CSMs were keen on the concept, but they didn’t know how to make the shift. \"They were still dealing with the pressure to overbook,\" Chris says.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"To make the change happen, he needed to set the team up with intelligent scheduling automation that would:","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Stop CSMs from overbooking their schedules.","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Prevent meetings getting booked with zero notice.","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Eliminate wasteful back-and-forth communication.","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Establish productive meeting practices.","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"}],"nodeType":"unordered-list"},{"data":{},"content":[{"data":{},"marks":[],"value":"Because he had met this challenge already in his own CSM work, Chris knew that Calendly was the perfect fit.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"He says, \"Some other teams at Vonage were using Calendly already, so I reached out and got licenses set up. 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Image","file":{"url":"//images.ctfassets.net/k0lk9kiuza3o/7gbo6SbnsCcdyxD1IpBQ7O/018a04ade9b71007e5403f3ac8eda0aa/Screen_Shot_2021-12-01_at_1.48.44_PM.png","details":{"size":86999,"image":{"width":1472,"height":426}},"fileName":"Screen_Shot_2021-12-01_at_1.48.44_PM.png","contentType":"image/png"},"node_locale":"en-US","createdAt":"2022-06-24T22:39:59.354Z","id":"7gbo6SbnsCcdyxD1IpBQ7O"},"description":"Use rules to set a range of dates when you can accept meetings, and to set the minimum amount of notices required.","__typename":"componentImage","node_locale":"en-US","createdAt":"2022-06-24T22:40:40.562Z","id":"411aO4OaGFtkXL8iDyaTX7"}},"content":[],"nodeType":"embedded-entry-block"},{"data":{},"content":[{"data":{},"marks":[],"value":"\"We need preparation time,\" Chris says. \"With Calendly, my team sets 1-2 days of mandatory delay.\"","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The setting means that customers don’t get offered a slot with just a couple of hours’ notice, and CSMs always have a chance to prepare.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"\"Because it’s automated, it takes all the pressure off the rep to book it sooner,\" he explains.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Buffer times conquer back-to-back chaos","nodeType":"text"}],"nodeType":"heading-5"},{"data":{},"content":[{"data":{},"marks":[],"value":"The next practice Chris set up for his team was using Calendly’s ","nodeType":"text"},{"data":{"uri":"https://help.calendly.com/hc/en-us/articles/4402436690967-How-to-use-buffers?_ga=2.68906454.694380606.1654890995-1990147738.1654890995"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"Buffers","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":".","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Instead of allowing customers to choose back-to-back meeting times, Buffers automatically block off additional time before and after the meeting.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Chris explains, \"Buffers allow you that last-minute preparation time before you go in, and time for your after-call work when it’s done.\"","nodeType":"text"}],"nodeType":"paragraph"},{"data":{"target":{"internalName":"Vonage Customer Story Buffers Image","image":{"title":"Vonage Customer Story Buffers 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It's just a much better experience.\"","nodeType":"text"}],"nodeType":"paragraph"},{"data":{"target":{"internalName":"[Vonage] Customer Audio Clip","backgroundColor":"Neutral 900","callout":{"internalName":"[Vonage] Customer Audio Clip","whiteText":true,"headingKicker":"Audio","heading":"‘It’s a no brainer’ for this Vonage customer success team","image":{"internalName":"Chris Williams Vonage","title":"Chris Williams Vonage","image":{"title":"Chris Williams - Vonage - Headshot","description":"","file":{"url":"//images.ctfassets.net/k0lk9kiuza3o/c363wWPu7jMbWqZ7Bwi1S/e381b9b9e9ef11175a41dbd5ee505b95/headshotSMALL_1.jpg","details":{"size":132143,"image":{"width":1836,"height":1797}},"fileName":"headshotSMALL 1.jpg","contentType":"image/jpeg"},"node_locale":"en-US","createdAt":"2022-10-31T22:40:56.578Z","id":"c363wWPu7jMbWqZ7Bwi1S"},"hideOnMobile":false,"__typename":"componentImage","node_locale":"en-US","createdAt":"2022-10-31T22:42:22.088Z","id":"8IxL8o7jAj65M5tPPEe8w"},"audioFile":{"title":"Chris Williams, Vonage Audio Clip","description":"","file":{"url":"//videos.ctfassets.net/k0lk9kiuza3o/4V0jb8pYwZfqir3et5xQwn/e65f4960a5962bb53b7364f2829b6e1b/1920x1080_Calendly-Vonage_audiogram__1_.mp4","details":{"size":5511905},"fileName":"1920x1080 Calendly-Vonage audiogram (1).mp4","contentType":"video/mp4"},"node_locale":"en-US","createdAt":"2022-10-31T22:34:00.361Z","id":"4V0jb8pYwZfqir3et5xQwn"},"__typename":"componentAudioPlayer","node_locale":"en-US","createdAt":"2022-11-01T00:05:29.160Z","id":"1xwYYFP47GOwRn6D7QCz0B"},"topPaddingDesktop":72,"bottomPaddingDesktop":72,"topPaddingTablet":48,"bottomPaddingTablet":48,"topPaddingMobile":48,"bottomPaddingMobile":48,"__typename":"layoutSection","node_locale":"en-US","createdAt":"2022-11-01T00:05:29.139Z","id":"7EHIKKigXBSDzV03WaDsXU"}},"content":[],"nodeType":"embedded-entry-block"},{"data":{},"content":[{"data":{},"marks":[],"value":"Delightful scheduling","nodeType":"text"}],"nodeType":"heading-5"},{"data":{},"content":[{"data":{},"marks":[],"value":"Not having to agonize over scheduling decisions has been an enormous relief for Chris’s team.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"\"You don't have that pressure of thinking, shall I give up my personal time to put these meetings in? Calendly handles that for you,\" he says.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Even better, the CSMs never again have to face the days-long struggle of negotiating times over email.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"\"The pain is gone. Customers go into your diary, choose a date that works for them and for you, and it’s instantly done,\" Chris says.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"\"Customers love it because they don't have to do that multiple email thing as well. It was quite an easy win, really.\"","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Perfecting the process","nodeType":"text"}],"nodeType":"heading-5"},{"data":{},"content":[{"data":{},"marks":[],"value":"The CSM team’s entire Calendly program is all about serving customers better.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Chris says, \"My CSMs are very passionate about their job. They want the customer to feel like their rep is actually part of their business, like a trusted advisor.\"","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"On top of fixing their scheduling habits so they can show up more prepared and productive in meetings, the team has also designed the customer’s booking experience to be smooth and satisfying.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"One effective technique: creating standard meeting types the client can book from a corresponding link.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"\"We offer a 15-minute quick call, a 30-minute meeting for a configuration or a product update, and a 60-minute meeting, which is our main service review. We also do a 90-minute business review,\" Chris explains. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The meeting-type links let Vonage share relevant schedules anywhere. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Meeting types also help the customer get what they want, when they want it, with absolute ease.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"With the ","nodeType":"text"},{"data":{"uri":"https://calendly.com/integration/calendly-for-chrome"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"Chrome Extension","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":", CSMs can add bookable availability for a certain meeting type right into an email message.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"It’s effortless.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Results","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"More productive meetings","nodeType":"text"}],"nodeType":"heading-5"},{"data":{},"content":[{"data":{},"marks":[],"value":"In their first six months with Calendly, the Vonage Customer Success team completed 400 meetings. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Now that they’re optimizing the process, they’re projecting an increase in availability equivalent to 1,260 meetings in the next six months. That’s a stunning 216% increase.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Some of that growth is because the team is saving 85 hours per month by not playing email tag to chase down meeting times.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"But the time savings is only the tip of the iceberg. ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The focus time that Calendly has enshrined adds up to a whopping 105 hours per month, and it’s changed everything.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"\"The time to book meetings is non-existent now,\" Chris says. \"But the biggest benefit for our customers is having the CSMs be more prepared, more ready to give answers there and then.\"","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Seeing how much Calendly’s automations impacted the team’s volume and quality of service, Chris has plans to leverage them even further.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"He says, \"I’ll be working out the key touch points of customer risk and opportunity, and ensuring that the Calendly link is there when they need it.\"","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Workflows with other tools will monitor things like net promoter scores and negative feedback. 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","nodeType":"text"},{"data":{"uri":"https://calendly.com/signup"},"content":[{"data":{},"marks":[{"type":"underline"},{"type":"bold"}],"value":"Sign up","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[{"type":"bold"}],"value":" for a free, 14-day trial today. 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Prior to using Calendly, there were no less than six steps to get a computer deployed. For every invitation Ryan sent to schedule, he would have to await a response and confirm before sending the next. This was creating a huge bottleneck in order to prevent overbooking. Every invitation took at least 7 minutes to issue and days or even weeks to get scheduled.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"ATS needed a solution to more efficiently manage both ends of scheduling between end users and deployment centers. Because Calendly offers admin roles and a self-scheduling model to end users, Ryan can now distribute deployments across the DOCs without creating a bottleneck. Because Ryan can set scheduling parameters for when deployment is available, he doesn’t have to manually select time slots to offer to an end user, he just sets the days and hours for when the DOC is staffed. 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To schedule deployment, Ryan creates a ticket to log the customer data and computer tag number, then sends a Calendly link through email or Slack to the customer to choose when they would like to pick up their new computer from their nearest DOC. End users don’t need to download any software, which is essential since not all faculty or staff have the permission to do so.\n\nBy using Calendly, ATS has shortened the deployment process from six steps to three and saved 17 hours on their first test project. This translates to an 87.5% cost savings for similar projects. It took minimal training, was implemented almost instantly and reduced errors and rework by 20%. With the savings and value they’ve seen, ATS plans to use Calendly for any project or service requiring extensive scheduling with end users.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"The challenge","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"Ryan Vogel, project manager for the technology support department of UT Austin is responsible for deploying computers and other hardware to over 3,000 faculty and staff. Scheduling appointments to deliver new resources to faculty and staff was impossible for the technology support department, full of rework, inefficiency and frustration. Prior to using Calendly, there were six steps to get a computer from Ryan’s support team into the hands of the appropriate faculty.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"To prevent overbooking, Ryan would wait for a response to his appointment invitations and send a confirmation before reaching out to the next person. This created a major bottleneck. Every scheduling invitation took several minutes to issue and days or even weeks to get confirmed adding up to hours of wasted time spent trying to schedule. 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Faculty don’t need to install any software, which makes scheduling through Calendly a cinch.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"By creating a Calendly account for each support desk, staff managing the desks can see their scheduled events and Ryan can manage all the desks’ events in his Calendly admin dashboard. Ryan can choose which support desk’s scheduling link to send to specific faculty members and they can schedule to receive their hardware at their convenience.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Once a time is booked in Calendly, that slot is no longer shown, meaning faculty can schedule simultaneously without double-booking. So Ryan doesn’t have to schedule with staff members one by one. 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The labs, which are available for use by all students, faculty and staff, offer industrial-grade equipment for tasks ranging from 3D printing to plasma cutting.\n\nA major challenge of Ryan’s role was to create and manage the reservation system for the lab’s equipment. Initially, reservations were emailed to Ryan’s inbox and he could process every one manually. However, as the lab’s user base grew, he found he was spending half his day responding to inquiries and managing the reservations calendar.\n\nStaffing was also an issue. Trained attendants needed to be present for every appointment, but staff were frequently idle as bookings were spread out over hours or days. 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