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Get Organized with Multiple Calendars, Quota Management and Schedule Blocking

VanillaSoft's appointment-setting module is designed specifically to make setting appointments for yourself, team members or for external salespeople more efficient.

Automated Calendaring

VanillaSoft’s sophisticated calendaring features do all the work to clearly communicate availability, quotas, and placement of appointments on the calendar to free the appointment setter to smoothly continue conversations while remaining organized. You can easily set the duration of each individual appointment simply by clicking and dragging. This is perfect when different appointment durations are required. Unavailable times are automatically blocked to prevent the embarrassment of double booking. The calendar is focused on driving better qualified appointments, and most importantly, more appointments, offering unparalleled lead routing married to amazing calendaring functionality.

Combine Multiple Calendars

Combine multiple calendars into a single view for complex appointment-setting campaigns. Appointment setters can see their calendar, team calendars, and individual team member's calendars in a view that best suits their needs. This allows for more fluid appointment setting and puts all of the tools, views, leads, and appointment recipients into a seamless view.

Proximity for Appointment Setting Calendar

It’s easier than ever to set appointments in proximity to each other based on the sales rep’s zip/postal code. The Proximity for Appointment Setting Calendar feature enables appointment setters to view sales reps’ calendars and set appointments based on close proximity to existing appointments. You can specify proximity based on a preset radius in miles from the zip code. All appointments within that proximity are highlighted, making it easy to identify the perfect spot to book a new appointment.

Proximity Routing for Geographic Areas

Calling prospects in a certain geographical area is a breeze with the proximity routing filter. You can filter your calling list queue by contacts located within a certain radius of miles from a zip/postal code. In addition, after completing calls in one proximity, you can update to another proximity, or remove the proximity routing filter altogether. This is great when you want to target specific areas for a campaign.

Eliminate Time Zone Errors

Master the time zones. Appointment setters have the ability to view calendars in their time zone, the appointment recipient's time zone, or the target contact's time zone. They can easily change the view ensuring that the time zones for the appointment setter, salesperson and prospect are in sync. This will virtually eliminate missed bookings due to time zone errors. Color code appointments by different groupings to ensure that even the most complex, heavily booked calendar will be easy to read, navigate and manage.

Team Appointment Setting

Set appointments for an individual rep or on a team basis. For example, if you have a team of reps divided geographically or by product you may book an appointment for the general team calendar or an individual’s calendar.

Email Notifications

Contacts and sales reps can receive an automatic email notification when an appointment has been set. You can choose your own email template and request a response option with the specific information the sales rep needs for the appointment. This is great for making sure that a lead remembers your appointment and does not book something else in the spot! Schedule an automated reminder email after an appointment is booked at specified intervals throughout the email drip.

Sophisticated Reporting

Run reports from cradle to grave to see what appointments are booked and the results of the appointment when entered by the sales rep. VanillaSoft's platform has the functionally to follow the appointment to close with unique result codes that track the appointment and results.