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.
Further details of question I’m thinking of creating a Microsoft Access Data Base to record site records for field inspections. Is this the best option? Each Field Site item with have: Location description Location details Provide for linking to site maps Allow for 100 sites Each site item will have: A drop down Description A …
Question: I’ve got an existing WordPress website, hosted through BlueHost and would like to connect my new Thinkific online course website to my WordPress website. What’s the best way? Answer: There are a few levels of integration depending on the customer experience you want your clients to have when reviewing and buying your Thinkific …
I recently put together a short course on all the top hosted website builders that you can use to develop your website. The main reason for creating the course was to save people time in evaluating the hundreds of options for developing an easy-to-manage website. Some of my main findings were: You often have to compromise on …
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.
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