Round robin across the team
Demos are shared among salespeople in turn, and each one uses their own Google or Outlook calendar. You can also always assign a meeting to a specific salesperson.
Meeting scheduling for sales teams and salespeople
When a lead is interested, the meeting should happen right away, not after a long e-mail thread. Share your booking link or embed a booking calendar on your website, and the prospect books a demo with you or the next available salesperson.
Booking calendar on your website
Embed the booking page on your own site, or add your booking link to your e-mail signature and LinkedIn profile.
Background on the lead
Ask about the company, their needs and timeline as part of the booking, so you can prepare for the meeting in advance.
Bookings into your CRM
Webhooks, the API, Zapier and Make send new, rescheduled and cancelled bookings to your CRM or other tools.
EXAMPLES
Meeting types ready to go
Create your own services in a few minutes. For example:
- Product demo 30 min
- Needs assessment 45 min
- Proposal walkthrough 30 min
- Onboarding meeting 60 min
FAQ
Questions about online booking
Does Calendo suit a single salesperson?
Yes. A salesperson working alone can share their own booking link, and a team or round robin is only needed once there are several salespeople.
How are meetings shared among salespeople?
Round robin on the Pro plan shares bookings among team members in turn, based on whose calendars have free time. You can also create a group meeting that needs several salespeople.
Can bookings be sent to a CRM?
Yes. With webhooks, the API, Zapier and Make, new, rescheduled and cancelled bookings can be sent to your CRM automatically.