Have you ever gone back and forth for days with a contact, struggling to find that elusive time when you’re both available?
Even worse, have you ever opened up your calendar only for two different contacts to choose the exact same slot?
Back-and-forth emails to find a meeting time could be the friction that costs you a deal. Worse still, if you have to ask to reschedule because you’ve realized you’re double booked, you risk frustrating a potential customer. After all, your prospects and leads expect you to handle simple administrative tasks.
Wouldn’t it be perfect if you could quickly set up your calendar to show your availability as recurring time blocks or in one-off time slots?
And wouldn’t it just be ideal if you could share your availability online with anyone via a simple link, allowing potential clients to pick a time that suits them and you?
The irritation of manually planning meetings, and the precious hours lost as a result, are a serious problem for the majority of Pipedrive users. According to recent customer research:
Our Product Team has been working intently to help you solve this scheduling issue.
The result: a new and improved Pipedrive Scheduler.
Automate the meeting scheduling process with Pipedrive’s updated feature.
You can now propose a time to your clients in two simple ways:
If an opportunity comes up on short notice, Scheduler lets you quickly pick and share some available times outside your usual schedule—all while you’re writing the proposal email. This makes Scheduler a time-saving gem for sales pros with a regular routine.
Where to find Scheduler in Pipedrive:
Finding Scheduler in the app is easy, you’ll just need to hit the Propose times button when writing a new email or you can also find it under Activities.
Ready to get smarter with your scheduling?
Pipedrive’s Scheduler is now available on all of our plans.
If you are a Professional or Enterprise customer, you can access the full version of our new and improved Scheduler.
And if you’re on the Essential or Advanced plan, you can access a partial version!
If you’re already a Pipedrive customer make sure you check out the detailed setup walkthrough in our Support Center.
Not a customer? You can sign up for a free 14-day Pipedrive trial today.
Want to customize the way you manage contacts in your CRM?
Did you know the Pipedrive Marketplace has a category dedicated to helpful calendar and contacts management apps? Browse the Marketplace to find over 150 apps and integrations you can use to power up your Pipedrive sales process.
Once you’ve simplified your meeting scheduling process, how can you make sure that you continue to impress when you meet your prospects face to face?
The secret is in perfecting the conversation. First, make sure you do your research; know what your customer is likely to ask about your product based on what their company will want from it. Focus on the value of your offering, not the price.
Find more tips on how you can use your knowledge of cognitive biases to stay in control of your conversation in our downloadable Sales Communication Handbook.
Start or continue the conversation with like-minded sales and marketing professionals on our Community.Join our Community
Workflow Automation Update: Create Sequences of Automated Actions in a Single Workflow
Pipedrive’s workflow automation feature now allows you to create a workflow with sequences of automated actions based on a single trigger, and add custom due dates to activities. We’ve also updated our easy-to-use workflow builder so you are always in control and understand what is being set up.
In Case you Missed It... Pipedrive Updates June 2021
In this month’s Pipedrive Updates article, we share our latest State of Sales report, based on what you told us at the end of last year. There’s also a couple of updates, including a bulk actions progress bar and the ability to put emojis in your pipeline stage names.
Upgraded LeadBooster is Now a Complete Lead Generation Toolset to Help You Generate, Manage and Nurture Leads
Alongside Chatbot and Live Chat, we have added Prospector and Web Forms to our LeadBooster add-on to give you more control over your lead generation process.