{"id":9707,"date":"2024-02-20T21:41:21","date_gmt":"2024-02-20T16:11:21","guid":{"rendered":"https:\/\/www.setmore.com\/blog\/?p=9707"},"modified":"2024-02-20T21:41:22","modified_gmt":"2024-02-20T16:11:22","slug":"schedule-calls-and-demos-online","status":"publish","type":"post","link":"https:\/\/www.setmore.com\/blog\/schedule-calls-and-demos-online\/","title":{"rendered":"Schedule calls and demos like a lead-converting legend"},"content":{"rendered":"\n<p>Spending too much time juggling calls, demonstrations and meetings? You&#8217;re not alone. Sales professionals are turning to automation to maximize their working hours and convert more leads.<\/p>\n\n\n\n<p><a href=\"https:\/\/blog.hubspot.com\/marketing\/state-of-ai-report\">60% of sales pros<\/a> say automation is critical to their work. And guess what? They save about <a href=\"https:\/\/blog.hubspot.com\/marketing\/state-of-ai-report\">2 hours and 15 minutes<\/a> daily by letting online platforms handle typically manual tasks. That&#8217;s time better spent on refining strategy and closing deals.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Simplify lead management with automatic call scheduling<\/h2>\n\n\n\n<p>Automatic scheduling isn&#8217;t just a nice-to-have; it&#8217;s a game-changer for sales teams. The right software can set up calls and meetings on your behalf. There\u2019s no need for back and forth emails to find a time to connect.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why tech matters in sales<\/h3>\n\n\n\n<p><a href=\"https:\/\/business.linkedin.com\/sales-solutions\/b2b-sales-strategy-guides\/linkedin-state-of-sales-report-2022\">80% of the best sellers use online tools regularly<\/a>. These are the folks who keep smashing their sales goals. The message is loud and clear: If you want to be a top seller, you can&#8217;t ignore automation.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why sales teams need to schedule calls online<\/h2>\n\n\n\n<p>Let\u2019s say, on average, it takes 15 minutes to set up a callback, demo or chat with one lead. If your team talks to 20 leads daily, that&#8217;s 5 hours gone \u2013 just on scheduling.<\/p>\n\n\n\n<p>An <a href=\"https:\/\/www.setmore.com\/features\/appointments\">online calendar<\/a> gives you back valuable hours, creating more time for tasks that shouldn\u2019t be rushed. You can avoid double booking and even coordinate between time zones with a digital system in place.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Open all hours<\/h3>\n\n\n\n<p>Call scheduling platforms runs 24\/7. Clients can <a href=\"https:\/\/www.setmore.com\/features\/booking-page\">book an appointment<\/a> with you online with zero need to reach out. You never miss a chance to connect and booking details land in your calendar.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Make it your own<\/h3>\n\n\n\n<p>Share your <a href=\"https:\/\/www.setmore.com\/blog\/how-to-share-your-calendar-availability\/\">real-time availability<\/a> and service menu online. You can specify whether services are provided over call, over video or in person, and automate reminders.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Track productivity<\/h3>\n\n\n\n<p>As your business expands, a scheduling tool keeps all <a href=\"https:\/\/www.setmore.com\/features\/staff-scheduling\">team calendars<\/a> aligned. You get a bird\u2019s-eye view of internal and external meetings and can delegate tasks with just a few clicks.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Keep &#8217;em coming back<\/h3>\n\n\n\n<p>A simple, <a href=\"https:\/\/www.setmore.com\/resources\/online-branded-booking-system\">branded<\/a> online booking process helps to increase engagement with your services. Leads can confirm calls and meetings independently, decreasing drop-off after you follow up.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Leads \u27a1\ufe0f customers<\/h2>\n\n\n\n<p>Around <a href=\"https:\/\/www.business2community.com\/infographics\/marketing-automation-by-the-numbers-infographic-0342287#!rFqTU#FJBEgYgtrUmZLWyt.97\">3 out of 4 marketers<\/a> using automation turn more leads into customers.<\/p>\n\n\n\n<p>Here&#8217;s another eye-opener: Most sales require <a href=\"https:\/\/www.setmore.com\/industries\/sales\">at least five follow-up calls after the first chat<\/a>. But almost half of sales professonals only follow up once.<\/p>\n\n\n\n<p>This presents a huge opportunity to gain an edge over your competitors. With an automation tool, you can plan multiple follow-ups with one lead and ensure they receive continued communication. Check in regularly and keep your brand in mind.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to look for<\/h3>\n\n\n\n<p>When researching platforms to schedule demos, calls and meetings, explore the different features on offer. Some automation essentials include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Email confirmations: <\/strong>As soon as a booking is made, the relevant team member and guest receive personalized email confirmations. This instant communication keeps everyone on the same page and promotes reliability.<\/li>\n\n\n\n<li><strong>Automated reminders: <\/strong>A missed appointment could mean a missed opportunity. With automated email and text reminders, you can reduce no-shows and even reshare <a href=\"https:\/\/www.setmore.com\/features\/schedule-virtual-meetings\">video links<\/a> with leads for convenience.<\/li>\n\n\n\n<li><strong>Real-time calendar sync: <\/strong>Already using a Google or Microsoft calendar? Ensure your scheduling platform connects to other calendars, so your availability takes all events into account.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Industries that schedule and host demos online<\/h2>\n\n\n\n<p>Automation is the gold-standard for many business types, and not only to their <a href=\"https:\/\/www.setmore.com\/industries\/call-center\">call handling<\/a> and <a href=\"https:\/\/www.setmore.com\/industries\/customer-service\">customer service<\/a> teams. Specialists can handover routine calendar management and use video integrations to meet more people.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Software companies:<\/strong> Live video demos showcase a product in action. Specialists providing demos can highlight particular features and benefits based on the audience.<\/li>\n\n\n\n<li><strong>Healthcare providers:<\/strong> <a href=\"https:\/\/www.setmore.com\/industries\/doctors\">Doctors<\/a> and <a href=\"https:\/\/www.setmore.com\/industries\/medical-appointment-scheduling-software\">healthcare<\/a> workers often meet prospective patients through video consultations. These are convenient for providers and guests as there\u2019s no travel required.<\/li>\n\n\n\n<li><strong>Retail businesses:<\/strong> Consider services like personal shopping and crafting bespoke items. Specialists can use video demos to discuss their skills and learn what a lead is looking for.<\/li>\n\n\n\n<li><strong>B2B companies: <\/strong><a href=\"https:\/\/www.setmore.com\/industries\/sales\">Sales<\/a> or <a href=\"https:\/\/www.setmore.com\/industries\/consulting\">consultancy<\/a> demos may include many decision-makers located across the globe. Video demos make it straightforward for everyone to receive an introduction at once.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How to book more demos<\/h2>\n\n\n\n<p>Once you&#8217;ve picked a scheduling tool, get your <a href=\"https:\/\/www.setmore.com\/features\/booking-page\">booking link<\/a> in front of as many eyes as possible.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Social media:<\/strong> Platforms like <a href=\"https:\/\/www.setmore.com\/integrations\/facebook\">Facebook<\/a>, <a href=\"https:\/\/www.setmore.com\/integrations\/instagram-booking\">Instagram<\/a> and <a href=\"https:\/\/www.setmore.com\/blog\/add-booking-calendar-to-linkedin\/\">LinkedIn<\/a> are great places to share your booking link. You can pin a post to the top of your profile or include the link in your bio.<\/li>\n\n\n\n<li><strong>Email signature:<\/strong> By displaying your booking link in every email, recipients can book online without needing to respond.<\/li>\n\n\n\n<li><strong>Your website:<\/strong> Place a booking link in prominent spots so it\u2019s easy to find. With Setmore, you could even feature a <a href=\"https:\/\/www.setmore.com\/features\/website-widgets\">\u2018Book now\u2019 button<\/a> that opens your Booking Page.<\/li>\n\n\n\n<li><strong>Newsletters:<\/strong> Include your booking link to remind subscribers that you&#8217;re available for appointments.<\/li>\n\n\n\n<li><strong>QR codes:<\/strong> Incorporate a booking <a href=\"https:\/\/www.setmore.com\/guides\/scan-and-book-qr-code\">QR code<\/a> on your business cards, print ads, merchandise and more.<\/li>\n\n\n\n<li><strong>Directories: <\/strong>Enable people who discover your services using Google Search and Maps to book directly from your <a href=\"https:\/\/www.setmore.com\/blog\/booking-links-google-business-profile\/\">Google Business Profile<\/a>.<\/li>\n<\/ul>\n\n\n\n<p>For more ideas, check out these <a href=\"https:\/\/www.setmore.com\/blog\/ways-to-share-booking-links\/\">little-known ways to share your booking link<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Crafting a clickworthy demo invitation email<\/h2>\n\n\n\n<p>Sending a demo invite email is a critical step in the sales process. It&#8217;s your chance to get potential customers to engage with your product or service. Here are some actionable tips to make your demo invite stand out:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Captivating subject line:<\/strong> Create an intriguing subject line that prompts a click. This is your first impression, so make it count.<\/li>\n\n\n\n<li><strong>Personalize:<\/strong> Since the demo is just for them, use their name, reference specific interactions and discuss their needs.<\/li>\n\n\n\n<li><strong>Clarity is key:<\/strong> Clearly outline what the demo will cover and how it will benefit them. Keep it concise.<\/li>\n\n\n\n<li><strong>The essentials: <\/strong>Specify how to receive a demo. Make it as easy as possible for them to book.<\/li>\n\n\n\n<li><strong>Strong call to action:<\/strong> Use a compelling CTA like &#8220;Book your exclusive demo&#8221; to reinforce that this is a special opportunity.<\/li>\n\n\n\n<li><strong>Automated reminders:<\/strong> Use <a href=\"https:\/\/www.setmore.com\/features\/email-reminders\">email<\/a> or <a href=\"https:\/\/www.setmore.com\/features\/text-reminders\">text reminders<\/a> to ensure that your lead doesn&#8217;t forget their appointment.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Your demo invite email template<\/h3>\n\n\n\n<p class=\"has-background\" style=\"background-color:#cbe3fc\"><strong>Subject: Exclusive Invitation: See How [Your Product\/Service] Can Transform Your [Specific Area]<\/strong><br><br>Dear <strong>[Recipient&#8217;s Name]<\/strong>,<br><br>I hope all is well. I&#8217;ve noticed you&#8217;ve been exploring solutions in <strong>[specific area or industry]<\/strong> and believe<strong> [Your Product\/Service]<\/strong> could be the game-changer you&#8217;re looking for.<br><br>I&#8217;d like to personally invite you to an exclusive live demo tailored just for you. During this session, we&#8217;ll dive into:<br><br>How [Your Product\/Service] addresses your specific challenges<br><br>\u2022 The ROI you can expect<br>\u2022 A walkthrough of key features that will benefit you<br>\u2022 To confirm your demo, simply select a time: <strong>[Link to confirm]<\/strong><br><br>This is a one-on-one session, so feel free to ask any questions. I&#8217;m looking forward to showing you how <strong>[Your Product\/Service]<\/strong> can significantly impact your business.<br><br>Best regards,<br><br><strong>[Your Name]<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Get feedback to improve your sales call automation<\/h2>\n\n\n\n<p>Improving your sales call automation isn&#8217;t a one-time task; it&#8217;s an ongoing process. Here&#8217;s how to gather insights and make meaningful changes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Post-call surveys:<\/strong> Send a quick survey or <a href=\"https:\/\/www.setmore.com\/features\/reviews\">review request<\/a> to your guest after a sales call or demo. Ask about their experience and what could make it better. Keep the survey short and to the point.<\/li>\n\n\n\n<li><strong>Monitor metrics:<\/strong> Track KPIs like call duration, conversion rates and customer satisfaction scores. These numbers can tell you a lot about how well your different automation tools are working. We recommended utilizing <a href=\"https:\/\/www.setmore.com\/integrations\/google-analytics\">Google Analytics<\/a> to learn more about your Booking Page traffic.<\/li>\n\n\n\n<li><strong>Team feedback:<\/strong> Don&#8217;t forget to ask your sales specialists for their input, as they use the online tools every day. What&#8217;s working and what isn\u2019t?<\/li>\n\n\n\n<li><strong>Online reviews: <\/strong>Monitor reviews on social media and review sites. People are often more candid in these spaces, giving you unfiltered feedback.<\/li>\n<\/ul>\n\n\n\n<p>Make small changes to your automated process based on your audience\u2019s notes. Maybe it&#8217;s adjusting the timing of follow-up emails or fine-tuning your call scripts. It may also help to get an outside perspective. You could hire a consultant or attend webinars to learn different techniques.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Save time and capture more leads today<\/h2>\n\n\n\n<p>Ready to make a change? <a href=\"https:\/\/www.setmore.com\/start-now\">Create your Setmore account<\/a> and share your free Booking Page. New leads can confirm appointments around the clock while you focus on building connections.<\/p>\n\n\n\n<p>Happy scheduling!<\/p>\n","protected":false},"excerpt":{"rendered":"Spending too much time juggling calls, demonstrations and meetings? You&#8217;re not alone. Sales professionals are turning to automation to maximize their working hours and convert more leads. 60% of sales pros say automation is critical to their work. And guess what? They save about 2 hours and 15 minutes daily by letting online platforms handle&#8230;","protected":false},"author":5,"featured_media":9714,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,261],"tags":[],"class_list":["post-9707","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product","category-industry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Schedule Calls Like A Lead-Converting Legend | Setmore<\/title>\n<meta name=\"description\" content=\"Enable new leads to self-book calls and demos online, while you focus on making sales. 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