Calendar Appointment

5 Key Features of the Best Appointment Scheduling Software for SAAS Sales and Marketing Teams

By January 21, 2021 No Comments

High-performing sales and marketing teams deal with an increasing number of online consumers daily. A recent PYMNTS survey revealed that the number of consumers performing transactions online has increased from 29% in mid-April 2020 to 36% in June. While this rise can bring wonders to your overall operations, it puts sales and marketing teams in a tough spot of handling the rising number of customer appointment bookings. 

Features of the Appointment Scheduling Software for SAAS Sales

Features of the Appointment Scheduling Software for SAAS Sales

One way to nullify the pressure of managing increasing appointment bookings is by using an online reservation system. With an appointment management system, you can let your customers view your availability and services directly from your outreach materials while simultaneously reducing errors and driving high-value conversions.

This article will go in-depth at the key features that every sales and marketing team should consider when choosing an SAAS appointment scheduling platform.

Features Of Appointment Scheduling Software For SAAS Sales

Features Of Appointment Scheduling Software For SAAS Sales

 

24/7 Appointment Scheduling

Perhaps the most significant plugin of a website with booking system is its ability to help you take bookings at all hours. Customers want to reserve their appointments when it’s most convenient. That could mean doing it outside regular business hours. Therefore, marketing and sales teams must operate around-the-clock globally to remain competitive and maintain high customer service standards. 

An online booking system enables sales and marketing teams to provide their customers the ability to book their appointments 24/7 without the need for human intervention. It can enhance the overall customer experience and allow you to take advantage of proactive customer engagement opportunities. Round-the-clock appointment scheduling also empowers you to attract and retain customers even when you’re not on-site, thereby increasing sales and improving InMail response rates. 

Personalized Calendars

As remote work increases, the need for sales and marketing professionals to have appointment management system features like personalized calendars becomes even more crucial in ensuring efficiency. Online reservation systems with personalized calendar plugins allow teams to view conferences, appointments, and meetings they have arranged. It also lets team members see each colleague’s availability for meetings and discussions, thus, increasing collaboration. 

This also creates an opportunity for sales and marketing leaders to delegate their tasks to ensure that everyone is involved in the process. Although delegation doesn’t come naturally to most, it can prove vital in sales and marketing, where the workload is continuously increasing. Personalized calendars can also increase the perception of availability of your sales and marketing professionals, which can ultimately lead to boosted customer satisfaction and loyalty.

Appointment Reminders

One of the essential features of online appointment system is appointment reminders. With appointment reminders, sales and marketing teams can provide flexibility to customers and reduce the number of no-shows. For appointment-based businesses, no-shows can be major inconveniences as it could mean missed revenue opportunities, not to mention a lot of wasted time and effort. 

Appointment reminders also inform sales and marketing teams when online consumers decide to reschedule or cancel appointments. This can translate to significant time-savings that empower teams to focus on pressing business opportunities. It can also help you plan to ensure that you are fully equipped with valuable business resources when speaking with a prospect, thereby increasing the likelihood of conversion. 

Team Scheduling

Team scheduling is vital in creating order and flow in fast-paced sales and marketing environments. Collaborative work is becoming the norm, and teams need to adapt immediately to enhance productivity. An appointment scheduling software can help with SAAS onboarding processes on scheduling meetings, collaborative work sessions, and team conference calls, thereby achieving a more cohesive group collaboration. 

This can also help businesses with sales and marketing employees in different geographic locations and time zones. By using appointment scheduling software features like team scheduling, sales and marketing teams can distribute tasks and communicate with one another. Therefore, making it easier to clarify points, organize workflows, and adhere to specific project timelines. 

Automated Reporting

The beauty of the best appointment scheduling solutions is that it does not only limit you to the scheduling, but it can also provide you with automated reports. Unique appointment scheduling solutions offer multiple levels of automatic report generation. Through automated report generation, sales and marketing teams empower their members and clients to access reports via the cloud securely.

Essential information such as customer re-bookings, retention rates, cancellations, and appointment data can also be monitored and reported to support planning and evaluation. These data can provide critical analysis of how your sales and marketing teams track all areas of your appointment scheduling process. They can also be used as tools to guide decision-making and allow business leaders to explore and solve any identified issues. 

Scheduling an SAAS Appointment with a Software

Marketing and sales are becoming more competitive forcing appointment-driven businesses to concentrate on creating streamlined and high-caliber customer experience to stay relevant. Using appointment scheduling software for enterprise SaaS companies enables businesses to differentiate themselves from their competitors and increase booked appointments, thus, boosting revenues. An excellent software for sales and marketing teams to try when scheduling appointments is Hupport. 

Hupport is a dynamic appointment scheduling software that helps sales and marketing teams reduce no-show rates. It enables you to create appointment slots, avoid client book appointments when you’re not available, and create your availability, giving you complete control of your time and schedules. Hupport offers a free trial on top of its quote-based pricing packages.

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