Calendly

“I’ve been able to scale up with Calendly. A lot of colleagues were able to transfer their small accounts to me so they can focus on higher-value tasks.”

““There is no way to cover all the ways that we use Calendly and all the benefits,” Brandi says. “It's just endless.””

““I was able to have more quality interactions, which we know leads to conversion,””

“"Best of all, with the Calendly-ClickUp integration, I can now track meetings alongside the ClickUp tasks that are associated with the candidate,” Cheyene said.”

“"It was difficult for us to record scheduling data or easily access the kind of candidate information that we needed to go into calls or interviews with the clarity that we wanted,” said Cheyene Gorman, Recruiter.”

“We knew that connecting live via a call would cut this time in half in certain circumstances and provide an amazing customer experience. Before Calendly, we had to resort to the good ol' ‘I have these times available this week, which time works best?’ to schedule calls.”

“"It's been such an amazing experience to hear our customers' stories,” Tiffany said. “It makes me so happy to hear how ClickUp has helped them, and I'm thankful Calendly exists to help my team and I connect with as many customers and as easily as possible!"”

“Calendly is a key tool in building my advocacy engine. By keeping the engine efficient, I can focus on actually deepening relationships with clients and driving key customer stories for our sales and marketing teams."”

“"Now, the process is automated, helping me focus on fostering the customer relationship,” Tiffany said. “This level of rapport has helped us increase customer engagement and build our Reference Program, where customers can opt-in to participate in future customer marketing initiatives."”

“"The biggest benefit would be efficiency around customer engagement. I definitely save days in back-and-forth communications with clients,” Tiffany said. “Each client call helps drive my key advocacy deliverables forward, whether it’s an intro call or a more formal interview."”

“There is so much to love! The ease of use for you and your customers, the integrations …  these tools will absolutely save you time and help you become more efficient in how you operationalize your calls and meetings across the board.”

“"Calendly's integration capabilities have automated so many of our processes, created seamless workflows, and allowed our team to keep track of our client-facing projects," Tiffany said.”

“After using it for just a couple of weeks, I definitely experienced fewer headaches when it came to coordinating calls. When I realized I could easily share one link and empower my customers to schedule and reschedule calls, I was sold!"”

“"We've been using Calendly as our go-to meeting scheduler,” said Tiffany. “It's simplified the client communication process, and because it integrates with ClickUp and Zoom, we've created streamlined and automated workflows, too!””

“Calendly lets you truly customize the way you interact with customers,” Nancy says. “Within a large company, you can keep it simple or you can go in-depth and make it do whatever you want. Either way, you get incredible benefits.”

“By recovering that time spent on back-and-forth for scheduling, automating reminders, and reducing missed appointments, we saved roughly 10,789 hours last year,” Nancy says. “Using the industry average of a loan officer’s income, that works out to $415,269 worth of value in just one year.”

“With the Outlook integration , Home Loan Specialists don’t even have to go into the Calendly system if they don’t want to. As long as they keep their Outlook calendar up-to-date, their Calendly links will offer the availability they want.”

“Before, it was up to our support team to look up each Home Loan Specialist’s time zone and availability and try to find a match. There were so many steps. But now, it’s effortless.”

“We are the only lender that Ramsey Solutions talks about,” Nancy says. “People can fill out a contact form on their website to connect with us. With Calendly’s API, that information comes over to our system and the customer gets immediately routed into the right Home Loan Specialist’s pipeline. It’s been a game-changer.”

“People enjoy getting the meeting automatically on their calendar, receiving reminders, and knowing what to expect. Our team appreciates it, too, because there's less chance of missed appointments.”

“In today’s environment, if a customer doesn’t get a prompt callback, they get frustrated and will probably call someone else. Being able to serve them quickly means we don’t lose those opportunities.”

“We were pushed to capacity during the pandemic and had to pivot like everyone else. Thankfully, Calendly helped us change our perspective and expand our self-service approach,”

“At Churchill, our motto is, ‘Doing what’s right for you,’ so we’re constantly striving to make our customer experience better,” Nancy says. “We wanted to let our customers choose how they communicate with us, and Calendly let us do that.”

“We’re trying to get calls scheduled and make sure when we do have a call, there’s something to talk about. Including a Calendly link to gather the information we need makes sure calls are more specific and will be much more meaningful than a cold call. As a sales rep, it makes a world of difference.”

““Calendly has been pivotal in our sales team scaling up,” Nick said. “It helps us understand how to best meet with our prospects, based on their preferences or issues they might have. For us, it’s all about making sure you’re meeting the customer where they want to be met.””