Automate the tedious process of coordinating appointments with prospects in your sales activities. Reduce lead time in scheduling to prevent lost opportunities and improve your meeting conversion rate. This allows sales representatives to focus on core tasks that directly lead to results, such as engaging with customers.
Use Cases
Inside Sales Approach
Challenge: You want to approach many prospects quickly, but scheduling via phone and email takes too much time.
Solution: Utilize a booking page where "someone" from the responsible team can respond. Appointments are automatically assigned to available members, allowing inside sales to focus on making calls and customer interaction.
How to set up:
From Team Management > Team Members, add the sales team members to the team (Admin permission required).
In the booking page editor, select "Any one of the members can attend."
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Field Sales Online Meetings
Challenge: The back-and-forth emails to find a time that works for both the sales rep and the prospect are inefficient. You also want to prevent no-shows.
Solution: Simply send the link to the representative's individual booking page. Everything from generating the web conference link to sending reminders is automated, ensuring reliable meeting setup.
How to set up:
Integrate with your calendar and create a booking page.
Integrate with Zoom/Google Meet/Teams to have web conference URLs issued automatically.
In the booking page editor, go to Workflows > Reminder Emails and set it to "ON."
Closing Deals with Multiple Participants
Challenge: Aligning the schedules of multiple key people, such as decision-makers and technical staff, is extremely difficult.
Solution: Connect the calendars of all relevant parties and present only the times when "everyone is available." Complex scheduling is completed in one go.
How to set up:
In the booking page editor > "Participants," select "All members must attend."
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Advanced Applications
Turn Website Inquiries into Instant Appointments
Embed a booking page on the completion page of a document request form to capture appointments when a prospect's interest is highest.
Automate Sales Management
When a meeting is confirmed, automatically register customer information and activity history in an SFA like Salesforce.
Book and Bill for Paid Consultations Simultaneously
With Stripe integration, complete online payments at the same time as booking paid consultations.
Frequently Asked Questions
Q. Can prospects set an appointment directly from our website's inquiry form?
A. Yes, they can. By embedding a Jicoo booking page on the completion page after the form is submitted, you can secure an appointment while the customer's interest is high.
Q. How can I assign leads evenly within our inside sales team?
A. This is possible. In the booking page's participant settings, select "Any available member can attend." Appointments will then be assigned evenly to available representatives.
See actual case studies and implementation effects here ✨