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In this video, we cover the top five Calendly features that customer success teams use to improve their client relationships, increase retention, and grow. In under 3 minutes, you’ll learn how to make Calendly an invaluable customer success tool for you and your team.
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In this quick 3-minute primer, you’ll see how your customer success team could use Calendly to:
- Create a scheduling page where customers and clients can pick the time that works for them
- Share your scheduling link via email, or use Calendly's extension to schedule with customers from anywhere. Add clickable times to emails, and easily book your next meetings in real time.
- Pool your teammates' availability for easy group scheduling for renewal calls and more. Simply share a collective scheduling page, and customers will only see the times that work for everyone.
- Send automatic reminders and follow-up communications with Workflows. It’s like having a personal assistant who never forgets anything.
- Embed Calendly directly on your website, so customers can visit a web page to book meetings on their own time, all without you lifting a finger.
- Screen customers and route them to the right person with Calendly Routing.
- Integrate directly to your CRMs and other customer success tools. Let Calendly integrations handle all the admin tasks associated with your customer relationship management platforms.
Use the timestamps below to jump to each of Calendly’s top 5 customer success features:
0:00 Start
0:05 Scheduling page
0:39 Collective meetings
1:02 Workflows (automated reminders and and follow-ups)
1:28 Website booking (embedded scheduling pages)
2:01 Integrations with CRMs and other customer success software
If you work in customer success, you know that meetings are key for building and maintaining relationships. Ready to make those meetings effortless? Make Calendly your favorite customer success tool. Sign up for free at [ Ссылка ]
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