Optimise your agenda and your time
When you are a small team, you don't necessarily have someone dedicated to managing your appointments. Managing an agenda, finding the right date, confirming the presence of guests can quickly become time consuming. At Blendy, we have opted for Calendly which we combined with Pennylane. A simple, easy to use and very practical tool to manage your e-RdVs!
Integrated directly into our website, this application allows us to manage in a jiffy the making of appointments with our clients, prospects, partners...
Because your time (and ours) is precious, this application is an ideal solution to optimize and automate the planning of your agenda. No need to send many emails to find a time that matches your availability and that of your interlocutor.
In just a few clicks you can programme the type of appointment, and the days and time slots for which you are available. You have scheduled a meeting with a customer? Calendly will not take any appointments on that day.
Everything is automatically synchronized in real time with your Google calendar , Outlook, Office 365 or iCloud. Calendly is also compatible with GotToMeeting, Salesforce, Pennylane and your Zapier applications. This means that your prospects make an appointment with you and via Zapier these are automatically transformed into leads or even customers in Pennylane. You clearly save time by not having to update several different tools, at the risk of forgetting an appointment here or there...
First of all, you can personalise the appointment form. For example, you can ask a prospect to confirm their telephone number or ask a question to prepare for your interview. All of this is integrated directly into the form. You will know exactly what they would like to discuss before the meeting starts. Their answers will appear directly in your calendar and are available when you need them. So you always arrive prepared for your appointments.
You can also modify the notifications that Calendly sends automatically: confirmations, reminders and reminders. And in the event of cancellation or modification of the date or time of the appointment, you and your contact person are immediately informed.
The little extra? You can even collect payment or a deposit from a customer before meeting them. Simply by combining Calendly with Stripe or PayPal. This payment automation feature will allow you to focus entirely on your customer's requests and not on managing your cash flow.
So, yes! At Blendy, the Calendly solution has enabled us to concentrate our energy on value-added tasks. And we have saved a lot of time on a daily basis to devote ourselves fully to our customers and prospects.
Blendy by CogestenBlendy by Cogesten, your digital accountant, to accompany you today to make your projects of tomorrow a reality.
Certified Partner Pennylane, Quickbooks, Dext & Stripe.
We are the pioneers of digital accounting in France and we accompany more than 200 digital SMEs and finance teams in their digital accounting transition and the realization of theirsuccess ambitions !
Contact our teams Click here to find out which apps and services are best suited to support your growth and ensure your success!
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