Sales & business development
Read as MarkdownFAQs
How do I stop the email back-and-forth with prospects?
Send a personalized scheduling request or your public link instead of proposing times. The browser extension creates requests from Gmail, HubSpot or Zendesk, and fills in your prospect’s details for you. The Outlook add-in does the same from Outlook.
Share the link by email, on LinkedIn, or while you’re on a cold call. Your prospect only has to pick a time.
Link to this questionHow do I book a demo for my account executive?
Invite your account executive to your Organizational Unit, then create the request on their behalf. Their availability is offered, and you’re emailed when the demo is booked, moved or canceled.
Link to this questionHow do I book a meeting with whichever account executive is free?
Create a selection rule of your account executives that requires one of them, and a template for the meeting, such as a 30-minute demo over Zoom. Cronofy offers times when any of them is free, and shares meetings out round robin.
Link to this questionMore than one person needs to be on the sales call. How do I find a time that works for everyone?
Add everyone as attendees. For people in your Organizational Unit, Cronofy checks their availability too, and only offers times that work for everyone.
Link to this questionCan I book the next meeting while I'm on a call?
Yes. Create a request and use the link yourself, while you’re on the phone or at the end of a demo, to see the free times and book one straight away. You keep the momentum, your preferences for conferencing and event details are still used, and the invitation includes a link in case the meeting needs to be rescheduled.
Link to this questionHow do I fit an important call into a busy calendar?
Offer custom hours or specific slots with Whether I’m busy or not, so times are offered even when the calendar looks busy. It works whether you’re scheduling for yourself or for an account executive.
Link to this questionHow can leads book with us without asking?
Share a public link. Put yours in your email signature or templates, or put a public link template for your team on your website, in a chatbot, or in the emails you send qualified leads.
Link to this questionCan I personalize booking links in a mail merge?
Yes, with the HubSpot integration. Add a booking link to your mail merge template, and each link is personalized to both the recipient and their contact owner, so it doesn’t read as generic.
Link to this question