Customers can manage their meetings in one click from anywhere online, enabling deeper focus and simplified collaboration
ATLANTA–(BUSINESS WIRE)–Calendly, the only centralized scheduling automation platform built for scaling across the organization, today announced a new web browser extension to help customers work smarter and more efficiently. Customers can instantly book their next meeting or make changes to one already scheduled, schedule a meeting on behalf of others, and keep track of meeting contacts–all from wherever they’re already working online.
Today’s workers switch between workplace applications and websites approximately 1,200 times a day, resulting in four hours wasted each week according to Harvard Business Review. High-performing teams need simple, yet powerful tools that are embedded into their existing workflows. Organizations like DocuSign and CI Assante Wealth Management are leveraging the new Calendly extension to seamlessly engage with their customers.
“It’s important for Docusign to deliver the best onboarding experience so customers see our value quickly, and that often starts with scheduling a conversation,” said Gabriele Borges de Souza, International Onboarding Consultant at DocuSign. “Using Calendly’s real-time scheduling capability within the browser extension is a big win: I can book a follow-up meeting or reschedule almost instantly while I’m still talking to the customer. Those 40 minutes saved per meeting mean I’ve avoided chasing the customer over email and I can reinvest that time in focusing on their needs.”
With Calendly’s web extension for Chrome, Edge, and Firefox, and a similar add-in for Outlook, customers have access to several benefits:
- See all meetings in one place for instant visibility: The new Meetings tab means customers can make quick decisions about whether to join a live meeting, cancel, or reschedule for conversations booked with Calendly.
- View contact details and meeting history: Customers can show up to every meeting prepared with attendee contact details and historical notes found within the extension.
- Schedule meetings on behalf of a team member for more collaboration: Customers can send a team member’s scheduling link or book directly on their behalf once they’ve been granted viewing or editing access.
- Maintain momentum by booking in the moment: Customers can book meetings in real time directly from the extension to keep the relationship and conversation moving forward.
- Prioritize meetings for impact: Coming this quarter, customers will have more flexibility to book over existing meetings to make sure the most important conversations get scheduled.
“Our advisors use Calendly Contacts to quickly see a client’s meeting history with our team without having to ask questions about the previously discussed conversation topics or next steps,” said Asiya Khan, Manager of Branch and Business Practices at CI Assante Wealth Management. “It’s a better experience, while saving everyone time by getting follow-up meetings scheduled on the spot.”
“In today’s digital workplace, users want their favorite apps integrated across all of their workflows,” said Calendly Chief Product Officer Stephen Hsu. “Our new web browser extension enables Calendly users to prepare, schedule, handover, and progress a meeting across the apps and websites they’re already using. Our scheduling solutions are integrated across all of their customer-facing workflows, reducing painful clicks and back-and-forths across systems.”
Today’s news follows Calendly’s most recent announcement of Calendly Routing with automatic HubSpot account matching for sales and marketing teams. When a customer fills out a website “Contact us” form, Calendly automatically looks up the HubSpot CRM contact and surfaces the booking page of their assigned account rep, saving revenue teams from costly, delayed, and manual internal reassignment.
Resources:
- Download the new browser extension here.
- Visit the Help Center to learn more about Calendly’s browser extension permissions and how admins can apply customizations or restrictions.
About Calendly
Calendly helps individuals, teams, and organizations automate the meeting lifecycle by removing the back and forth with scheduling. Calendly’s cloud-based platform offers a new layer of the modern digital technology stack by connecting with critical tools to automate scheduling workflows, creates a more delightful customer experience, and provides insightful, measurable data to drive better business outcomes. Today, over 20 million users across 230 countries use Calendly to simplify meetings, collaborate more effectively and efficiently, and drive business forward. To learn more, visit Calendly.com.
Contacts
Samantha Caruso
[email protected]
