Appointment Scheduling purpose-built for Salesforce users
Combine the worlds #1 CRM and #1 Intelligent Appointment Scheduling platform to connect with customers in a whole new way. Scheduler for Salesforce eliminates scheduling hassles and allows you to book meetings instantly right within Salesforce. Fully integrated with virtually every calendaring system, Scheduler for Salesforce makes it easy to connect with customers and prospects throughout their entire journey, at the click of a button.
Manage appointments without leaving Salesforce
Easily book meetings with leads, contacts and person accounts right from Salesforce. Team members can schedule appointments on behalf of the customer and other employees instantly. Connecting with customers and prospects has never been easier—send email invitations right from the Salesforce record or include scheduling links in prospecting cadence software or send automated scheduling offers using Salesforce’s Process Builder.Visit Engageware Listing on AppExchange >
Personal Booking Pages
Increase client engagement with simplified booking experiences through Scheduler for Salesforce. Personal Booking Pages empowers users to create personalized booking experiences within Salesforce that display all appointment offerings in one place without the assistance of a Salesforce Administrator. The end result is a seamless experience for clients and prospects that allows them to more easily find and select an appointment that best suits their needs whether it is face-to-face, over the phone or using a supported web conferencing provider.
Schedule confirmed meetings through all marketing channels
Drive conversations by capturing your prospects at the peak of their interest. Convert interest to action with simple, intuitive appointment booking. Engage prospects from every engagement channel through every step of their journey. Ensure prospects and customers are constantly engaged by integrating Intelligent Appointment Scheduling into your outbound cadences, prospect communications and customer success initiatives.
Scheduler for Salesforce users can expect
Book meetings 1-on-1 or with teams
Simplify scheduling meetings with multiple attendees – Scheduler for Salesforce knows when every attendee is available. End email and voicemail tag trying to find a time when everyone can meet by instantly booking team or individual meetings. Add additional members or teams into meeting invitations with one click and reschedule meetings at the touch of a button. Consolidate the combined availability of all meeting participants in one easy-to-read calendar. Scheduler for Salesforce automatically adds meetings to each participant’s calendar, and confirmations and reminder notifications ensure that your business keeps moving.
Face-to-face meetings whether you’re on different floors or miles apart
Scheduler for Salesforce directly integrates with all major web conferencing providers. Add virtual meeting information automatically to each booked appointment with Webex, GoToMeeting, Zoom, and Join.me. Create unique web conferencing rooms for each Engageware meeting, ensuring each virtual room is private. Avoid multiple emails and calendar notifications for the same appointment from different virtual meeting platforms.
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.
Assistant Vice President, Business Systems
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.
Complete control over scheduling specifics
Meet the needs of your teams, prospects and customers while keeping your personal calendar in sync. Avoid double booking and reduce time wasted coordinating complex schedules. Customized availability allows you to offer fully open availability, rolling availability, set date ranges or specific chosen dates and times for personalized meetings. Your teams and customers have unique schedules and needs, and complete customization makes meeting those specifications simple.
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.