This article was published on March, 5, 2019. Product descriptions were correct at the time of publishing.
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 our Advanced, Professional and Enterprise 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 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
Use Pipedrive’s Smart Docs add-on to streamline how you create, send, sign and manage your quotes, proposals and contracts.
Check out some of the best updates and promotions we launched in 2021 including Smart Docs, Workflow Automation and free Prospector credits.