Appointment Scheduling Purpose-built for Salesforce
Pair the best CRM and the best Appointment Scheduling solution to streamline processes and connect with customers in a whole new way. Capture more leads, close more deals, and on-board customers faster with Scheduler for Salesforce.
Exceed Your Goals with Scheduler for Salesforce
Manage and track appointments right within Salesforce
Engageware’s Scheduler for Salesforce enables advisors and reps to manage their appointments within Salesforce—where they can easily offer and schedule meetings right from a lead, contact, or person account record.
Built-in Process Builder workflows automate appointment scheduling requests based on client stages, such as annual account reviews. Track all appointments offered, scheduled, rescheduled or missed right within Salesforce for easy access and reporting.
Match each customer with the right team member at the right time – every time
Be confident that the complexity of matching customers’ needs to the right employees across multiple departments and locations will be fast and frictionless. Engageware’s Smart Matching technology with Appointment Routing and Dynamic Availability ensures that the appropriate resources will be available for each appointment based on your lead assignment requirements, pairing each customer with the employee or team best qualified to meet their needs.
Book meetings 1-on-1 or with teams
Easily schedule 1-on-1 consultations or group meetings with clients and stakeholders. Available appointment times automatically reflect the availability of all participants on a unified calendar, making it simple to coordinate discussions on investment strategies or financial planning. Every attendee receives confirmation and reminder notifications, with appointments seamlessly added to their Salesforce and personal calendars, ensuring a smooth and professional client experience.
Simplify the Client Booking Experience
Scheduler for Salesforce Custom Booking Pages empowers users to create customizable booking experiences within Salesforce that display all appointment offerings in one place without the assistance of a Salesforce Administrator. The result is a seamless experience for clients and prospects that provides them with maximized availability of key resources from one single pane-of-glass.
End double booking with real-time availability
Schedule appointments with confidence using managed availability. Personal calendars such as Exchange, Office 365, Google Calendar and Salesforce Calendar are continuously monitored for activities outside of the Engageware platform, so your team members will never be double booked. Each scheduled appointment is automatically placed on the appropriate calendars and includes important meeting details.
SMS text and email notifications to reduce no-shows
Reduce no shows with automated appointment reminders and notifications via text messaging and email. According to a recent Gartner study, the average open rate for text messages is a staggering 98%. Leveraging text notifications dramatically increases the likelihood of your appointment reminders being seen. Engageware customers utilizing both email and text reminders enjoy up to 90% client show rates for scheduled appointments.
Results That Resonate
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54%increase in web visitors that convert to qualified leads
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45minutes saved on administrative tasks each week per representative
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60%reduction in back and forth email and phone tag
Scheduler for Salesforce is a game-changer for a variety of departments
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Wealth Advisors
Optimize your client engagement process and stop chasing clients by offering instant booking via your digital channels and email campaigns. Easily connect with clients for portfolio reviews to increase your assets under management.
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Sales & Marketing
Increase lead conversion using Intelligent Appointment Scheduling in your inbound and outbound marketing efforts. Sales teams benefit from shorter sales cycles allowing them to spend more time closing deals.
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Customer Success
Connect with customers easily—whether you’re onboarding new customers, resolving a support ticket or conducting a status check— and keep track of customer interactions right within Salesforce.
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Higher Education
Provide fast and easy channels for students and alumni to set up interviews, tours and financial advisor meetings. Automate student engagement at key intervals such as semester milestones and fundraisers.
Customer Stories
“Engageware needed to integrate with Salesforce to ensure the meetings were being created properly, that it was able to capture the logic in the code, and simultaneously update and populate related fields. We have a rather complex integration, but we didn’t have any issues implementing Engageware, even within that environment.”
Delivering Value Across Every Salesforce Cloud
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Marketing Cloud
More than leads, drive marketing qualified meetings directly to your sales team via omnichannel campaigns
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Sales Cloud
Fill your pipeline and expedite sales cycles by scheduling meetings instantly with prospects and leads
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Service Cloud
Watch your NPS scores and customer satisfaction skyrocket by instantly scheduling on-boarding and support meetings
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Financial Services
Offer instant accessibility for your clients to boost engagement and increase assets under management