Sr. Conversation Designer
Is your revenue team ready for what's next?
As any successful Sales rep is all too aware, wading through the sea of prospects to gather up contact information and going back and forth to schedule a meeting is a real time sink—to say nothing of reaching out to confirm before the meeting and following up after the fact!
With this manual process, Sales reps’ time is pulled away from working deals and hot leads can easily slip through the cracks, potentially missing out on opportunities.
To that, we say, “No lead left behind!”
Revenue Digital Assistants™ can take charge of scheduling your meetings for you effortlessly through the Scheduling Link dynamic fields in the Conversation Editor.
Every conversation aimed at driving towards a phone call comes equipped with all the essential dynamic fields, empowering you to automate this entire process seamlessly. In other words, no more manual scheduling.
An AI-powered Revenue Digital Assistant will send an Engage message as normal, asking a qualifying question to garner a response from the lead.
When a lead replies positively, the RDA will send out the verify phone or send link information exchange (depending on the conversation’s overall goal). At this point in the conversation, your virtual assistant will confirm the lead’s number and then offer the link as an alternative way for the lead to schedule the call. Easy as pie!
Let’s take a look at how to set this up:
Put it all together, and you’ll get something that looks like this:
Then sit back and let your Revenue Digital Assistant get to work filling up your calendar!
Besides the obvious time-saving benefits, adding a link here allows Conversica to track click rates as opposed to the increasingly less-relevant open rates.
The benefits don’t stop there. The meteoric rise of video conferencing has soared by an astonishing 48% in recent years. Unlock the gateway to enhanced business efficiency, enabling you to seamlessly streamline your processes.
With this tool at your disposal, leads can now effortlessly schedule video conferencing appointments directly on your calendar, using many commonly used platforms such as Zoom, Microsoft Teams, Google Meet, and more. Imagine the convenience as leads invite all pertinent stakeholders and effortlessly record these meetings, leaving no room for missed opportunities!
Most video conferencing platforms allow you to set up a block of available times to send out so that leads can simply click the time that works for them.
Let’s take a look at an example:
With the Google Calendar Appointment Scheduling Tool, you can group your availability on your calendar that other people can reserve by creating an appointment block. For example, you can set aside 2 hours that you’re available to meet with people in 30-minute slots. Leads can then book one of the 30-minute slots within that time that works best for them.
To create an appointment block with Google Meets:
Once you have an appointment block, you can invite others to reserve an appointment slot. To do this, follow these steps:
Have you used the Conversica Scheduling Link fields to streamline your business processes? Got questions or ideas to better leverage this feature? Join the Conversica Community and get in on the discussion.
Let us show you how our Powerfully Human®️ digital assistants can help your team unlock revenue. Get the conversation started today.