Understanding when a prospect or customer is available is complex and time consuming.
Email, voicemail, calendaring, web conferencing and CRMs are disconnected, requiring manual syncing and scheduling.
Often, prospects and customers need to reschedule or add other people to the meeting, triggering more back and forth.
There’s no way to track meeting outcomes to follow-up and measure performance.
Scheduler for Salesforce fixes the problem
Easily book meetings right within Salesforce or share one-click scheduling links through email, web, or social media and let prospects and customers automatically book confirmed meetings at a time you and your team are available.
Full integration with your personal and teams' calendars
Scheduler synchronizes with the most popular business calendars. Whether you use Outlook, Google, iCal, Office 365, and/or your Salesforce calendar, Scheduler ensures free and busy times are accurately reflected and booked meetings are added to your personal calendar and all attendees’ calendars.
Integrated and automated web conferencing
Scheduler also integrates with leading web conferencing providers, including WebEx, GoToMeeting, Join.me and Zoom, so you can easily include conferencing details in your invitations. No more cutting and pasting links from your web conferencing system into the meeting invitation—Scheduler auto generates a unique link for each meeting.
Schedule meetings 1:1 or with teams
Sometimes you just want to meet one-on-one with a prospect or customer and sometimes you need to include one or more colleagues. Scheduler for Salesforce supports either scenario by either showing your personal availability or just the times that everyone on your team invited to the meeting is available to meet.
You control when you’re available
Some customers or meeting types might need unique meeting times. Customized availability allows you to offer fully open availability, rolling availability, a set date range, or you can choose specific dates and time to craft personalized meetings. Fine-tune your meeting times to meet the needs of your prospects and customers, while always staying in-sync with your personal calendar—avoiding any chance of a double booking.
Distribute appointments across your team from one calendar
Whether you have two or 2,000 people available to take appointments, you can pool your team availability and prioritize employees based on who is available and best qualified to help. Scheduler for Salesforce sees the unique availability of each person in your organization and combines them to offer prospects and customers maximum availability. Internal meetings, vacation times, and free time are instantly synced, ensuring the times you offer are truly available—eliminating worries about double booking.
Salesforce users rave about Scheduler
Not only is TimeTrade able to sync perfectly with our staff's Outlook calendars to provide our clients a real time view of staff availability but it is very easy to use and straightforward. With little training even the least technological staff can easily book or send an invitation to a client for a meeting... TimeTrade has been easy to learn, easy to use, and the perfect fit for our organization's needs.
Before we used TimeTrade, we were in constant back and forth communication with customers simply setting up a time that works for us to even begin to address the issue. With TimeTrade, we can jump right into addressing the customer's issue at a time that is chosen by them based on our availability.
Route inbound meetings to the right team member
Inbound meetings from your website, marketing campaigns, social media, and sales and customer service emails, are automatically routed to the available qualified expert—based on skill set, location, time and duration of the meeting, or any other criteria—ensuring you match prospects and customers with the employee who can best meet their needs.
ForecastRx saw a 40% jump in the number of meetings scheduled via email and website inbound requests when they implemented TimeTrade.
Automatically schedule meetings with artificial intelligence
Leverage Salesforce Einstein to automatically generate a meeting with a prospect based on an assigned lead score. Meetings are scheduled, prospects are engaged and leads move quickly through the funnel—much faster than a traditional manual process.
Built for Salesforce
TimeTrade understands Salesforce. Leveraging our years of Salesforce expertise, we enable your team to manage the entire customer engagement process directly within Salesforce, without having to manage different vendors, ecosystems or applications. The result is a smooth end-to-end experience—from point of deployment to scheduling and management, all within Salesforce—creating greater customer success.
Fully integrated with the Lightning user experience to help your team sell faster and be more productive.
Works with many Salesforce Clouds, including: Sales, Marketing, Service, Financial Services, and Community.
Fully integrated with Salesforce Shield monitoring, encrypting, and auditing—securing your data and greatly mitigating risk.
Users love Scheduler. See why it's been called a "world class service and product" on the Salesforce AppExchange.