Looking for an easy way to plan out your sales meetings for the week and avoid traffic?
One system we set up was using a combination of a route planning app and a appointment calendar app (in this case, Acuity Scheduling) to cut down on the time that sales staff were spending in traffic.
The premise of the workflow was to have two days in the week where customers could book appointments during work hours (and have some buffer for early appointments and later appointments on one of the days). Clients would book these appointments online, choose a sales staff member who was available and would receive a confirmation email when the appointment was confirmed. The client would also receive an email reminder on the day of the appointment.
For the other two days (excluding one non-appointment day), the appointments for each sales staff member were scheduled for them by support staff based on the quickest route between existing customers. Using an app, the support staff could upload the client list, categorise according to colour and then call the clients to book appointments. An added bonus was that once the sales staff were on the road, if an appointment cancelled or went shorter than they expected, they could check the app to see if there was a client nearby that they could visit.
Get in touch if you’d like to discuss setting up custom calendars, booking software or workflow automation.
More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment. A description of what I am looking for 1. log into a portal by requesting entry and receiving text with a login code. 2. once in the portal being able to select …
For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too …
The #1 Freelancer Management System You’ve made the plunge and have decided to outsource some of your tasks to local or offshore freelancers…but you’re stuck trying to figure out how to manage people who aren’t in your office. Maybe you’re using email, Skype, Slack, Asana, Trello, Dropbox and a whole bunch of tools to get …
How do I plan out my sales appointments to avoid traffic?
Looking for an easy way to plan out your sales meetings for the week and avoid traffic?
One system we set up was using a combination of a route planning app and a appointment calendar app (in this case, Acuity Scheduling) to cut down on the time that sales staff were spending in traffic.
The premise of the workflow was to have two days in the week where customers could book appointments during work hours (and have some buffer for early appointments and later appointments on one of the days). Clients would book these appointments online, choose a sales staff member who was available and would receive a confirmation email when the appointment was confirmed. The client would also receive an email reminder on the day of the appointment.
For the other two days (excluding one non-appointment day), the appointments for each sales staff member were scheduled for them by support staff based on the quickest route between existing customers. Using an app, the support staff could upload the client list, categorise according to colour and then call the clients to book appointments. An added bonus was that once the sales staff were on the road, if an appointment cancelled or went shorter than they expected, they could check the app to see if there was a client nearby that they could visit.
Get in touch if you’d like to discuss setting up custom calendars, booking software or workflow automation.
Related Posts
CRM to manage client acquisition and fulfilment
More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment. A description of what I am looking for 1. log into a portal by requesting entry and receiving text with a login code. 2. once in the portal being able to select …
The near-perfect onboarding outreach email
For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too …
Need a freelancer management system?
The #1 Freelancer Management System You’ve made the plunge and have decided to outsource some of your tasks to local or offshore freelancers…but you’re stuck trying to figure out how to manage people who aren’t in your office. Maybe you’re using email, Skype, Slack, Asana, Trello, Dropbox and a whole bunch of tools to get …