Scheduling meetings with multiple decision-makers or across time zones slows the sales process and frustrates buyers. To help guarantee a smooth and professional experience, sales teams need tools that make scheduling easier while prioritizing buyer convenience.
Sales scheduling software solves these issues by automating meeting coordination, reducing delays, and making it easier for buyers to connect with sales teams. These tools help simplify the process so you can focus on building relationships and closing deals.
In this article, you will discover six top sales scheduling tools that simplify meeting coordination and improve buyer engagement.
What is a B2B Sales Scheduling Tool?
A B2B sales scheduling tool automates the process of booking and managing meetings, making it easier to coordinate with decision-makers and stay organized. These tools eliminate manual tasks, reduce delays, and make sure meetings happen at times convenient for everyone involved.
They are particularly effective in managing multi-stakeholder meetings, handling time zone differences, and integrating with CRMs to simplify follow-ups and reporting. Automation of scheduling lets sales teams focus on relationships and closing deals.
In B2B sales, where decisions often involve multiple participants and longer sales cycles, scheduling tools guarantee:
- Meetings are booked quickly, without long email threads.
- Stakeholder availability is coordinated seamlessly, even across time zones.
- Meeting details sync with CRMs for smooth follow-ups and tracking.
Key Features of Sales Scheduling Software
Sales scheduling tools are built to make the process seamless and professional. These features guarantee smooth coordination, helping sales teams cater to the needs of B2B buyers while staying productive.
- Shared scheduling links: Allow buyers to book meetings at their convenience, reducing back-and-forth communication.
- Automated reminders: Keep everyone informed and minimize no-shows with timely notifications.
- Group scheduling options: Make coordinating with multiple stakeholders simple, especially in complex decision-making processes.
- CRM integration: Automatically sync meeting details with platforms like Salesforce or HubSpot, ensuring accurate follow-ups.
- Customizable scheduling rules: Offer flexibility for different meeting types, such as demos or negotiation calls.
- Time zone management: Simplify scheduling across regions by providing clear availability for global participants.
6 Top Sales Scheduling Tools
The right scheduling tool can boost how efficiently sales teams manage meetings, ensuring smoother processes and better engagement with prospects. Here are six top tools:
1. LeadAngel
LeadAngel is more than just a scheduling tool; it’s a comprehensive platform that combines lead management with meeting coordination. Designed for sales teams handling complex workflows, LeadAngel makes sure every lead is correctly linked to an account and assigned to the right sales rep.
Its standout feature, lead-to-account matching, helps sales reps prepare for meetings by providing context about the buyer’s needs and history.
For example, before a meeting, reps can access detailed insights about the account, enabling them to tailor their approach and make meaningful connections.
Key features:
- Lead-to-account matching: Links lead to the correct accounts, providing accurate context.
- Calendar scheduling: Automates meeting bookings and sends timely reminders.
- Lead routing: Assigns lead based on specific business rules.
- On-the-spot hand off: Guarantee no delays in transferring leads between team members.
- Offline scheduling: Supports scheduling even without internet access.
- Data dedupe: Cleans up duplicate records, keeping your database accurate.
- Reporting: Tracks lead performance and meeting outcomes for continuous improvement.
- Integration: Works with Salesforce, HubSpot, Microsoft Dynamics, and more for smooth data management.
Pricing Plans:
- Lite: Starts at $99 per company per month, with the first six months free. This plan is designed for businesses with up to 150,000 lead and account records.
- Enterprise: Custom pricing. This plan is for larger organizations or those needing advanced features, supporting unlimited records and additional functionality.
2. Calendly
Calendly lets buyers book meetings directly based on your availability, reducing the need for back-and-forth emails. With options to block time, set buffers between meetings, and gather pre-meeting details, it’s suitable for managing complex sales cycles involving multiple stakeholders.
Key features:
- Automated notifications: Reduces no-shows with reminders.
- Custom meeting rules: Allows flexible scheduling preferences.
- Calendar and CRM integration: Syncs with Google Calendar, Outlook, and Salesforce.
- Analytics and tracking: Provides insights to improve scheduling efficiency.
Pricing Plans:
- Free: Free for individuals, starting with basic scheduling. Offers essential scheduling features at no cost.
- Standard: $12 per seat per month. This plan is for people who need more advanced scheduling features than the Free plan.
- Teams: $20 per seat per month. Perfect for teams that need extra features like reporting, meeting distribution, and automation.
- Enterprise: Starts at $15,000 per year, designed for large teams requiring enterprise-level features like advanced security and administrative controls.
3. SavvyCal
SavvyCal’s overlay feature lets prospects align their availability with yours, making scheduling easier. Customizable links improve your branding, while availability ranking prioritizes key meetings to focus on high-value opportunities.
Key features:
- Overlay calendar view: Aligns schedules seamlessly.
- Customizable links: Improves the scheduling experience with branding.
- Shared calendar views: Simplifies group scheduling.
- Availability ranking: Prioritizes important meetings.
Pricing Plans:
- SavvyCal Basic: For individuals and small teams with simple scheduling needs, at $12 per user per month. Includes unlimited calendars, unlimited links, and team scheduling.
- SavvyCal Premium: $20 per user per month. This plan is great for businesses that need more control over scheduling. It includes white-labeled booking pages, assistant delegation, custom domains, and paid bookings.
4. Clara Labs
Clara Labs acts as an AI-powered virtual scheduling assistant. Just CC Clara on your emails, and it handles all the meeting coordination.
It also manages follow-ups and confirms meetings automatically, learning from your preferences over time.
Key features:
- AI-driven assistant: Manages meeting setup and coordination.
- Automated follow-ups: Confirm meetings to guarantee attendance.
- Learns from user input: Adapts to your scheduling preferences.
Pricing Plans:
- Contact the Clara Labs sales team for a custom quote based on your business needs.
5. Dialpad
Dialpad combines scheduling with communication features, making it suitable for teams that need more than just a scheduling app.
It offers AI tools for call summaries, agendas, and real-time coaching. Features like sentiment analysis provide insights during calls to improve interactions.
Key features:
- AI tools: Offers call summaries and coaching tips.
- Sentiment analysis: Guides reps during calls for better outcomes.
- Dedicated meeting links: Simplifies meeting access.
Pricing Plans:
- Standard: $27 per user per month. This plan is for basic needs and includes essential features.
- Pro: $35 per user per month. It offers more features for teams needing extra functionality.
- Enterprise: Custom pricing. Contact the sales team for a quote. This plan is for large companies that need special features and personalized support.
6. Need To Meet
Need To Meet is perfect for group scheduling. It lets you create custom event pages where participants can choose their meeting availability. The platform sends notifications as people respond, making it easy to finalize meeting times.
Need To Meet centralizes availability on an event page for product demos and team discussions.
Key features:
- Group scheduling: Custom event pages for coordination.
- Availability tracking: Helps find the best time for everyone.
- Integration: Works with Google Calendar and Outlook.
Pricing Plans:
- Standard: Free plan with essential features like polling, custom URL, calendar interface, and notifications.
- Advanced: $12 per user per year. Includes all Standard features plus ads-free experience, unlimited timeslots, unlimited attendees, sync groups, comments, and settings.
- Premium: $19 per user per year. Provides all Advanced features, along with extra capabilities like transparency, privacy, sync contacts, sharing calendar, Outlook integration, and a personal calendar.
Benefits of Using a Sales Scheduling Tool
For B2B sales teams, a scheduling tool can simplify meeting coordination, improve efficiency, and create a more professional experience for buyers. By reducing administrative tasks, these tools allow sales teams to focus on building relationships and closing deals.
Here’s how a scheduling tool can benefit your B2B sales process:
Makes the Sales Process Faster
Automation of meeting schedules eliminates back-and-forth emails, ensuring that meetings are set up quickly. This allows sales teams to respond to buyer inquiries faster and focus on meaningful conversations.
Boosts Productivity and Saves Time
With scheduling handled automatically, sales reps can concentrate on selling instead of managing calendars. Features like reminders keep both teams and buyers on track, ensuring meetings run smoothly.
Improves the Buyer Experience
A simplified booking process makes it easier for buyers to schedule meetings at their convenience. Automatic reminders reduce missed appointments and provide a seamless and professional interaction.
Offers Actionable Data
Scheduling software tracks meeting performance, such as response times and attendance rates. Sales managers can use this data to refine processes and improve team efficiency.
Integrates Multiple Calendars
For teams managing both work and personal commitments, calendar integration guarantees all appointments are in one place. This makes it easier to stay organized and avoid conflicts.
How to Schedule Meetings Effectively
To make the most of your scheduling software, try these best practices:
- Share your availability: Provide a scheduling link so prospects or stakeholders can book meetings at their convenience without the hassle of back-and-forth emails.
- Set up automated reminders: Reduce no-shows by sending timely reminders to participants before the meeting.
- Integrate with your CRM: Keep your meeting data organized and accessible by syncing your scheduling tool with your CRM. This guarantees all activities are tracked for follow-ups.
- Use round-robin scheduling: Distribute meetings evenly among your team to guarantee leads are handled promptly while avoiding workload imbalances.
- Define clear scheduling rules: Set buffer times between meetings to avoid burnout and maintain focus during each interaction.
Speed Up Your B2B Sales Process with LeadAngel
Ready to boost your sales team’s efficiency? LeadAngel offers more than just scheduling; it’s a complete lead management solution that simplifies the entire process, from booking meetings to assigning leads.
With features like lead-to-account matching, seamless calendar scheduling, and customizable lead routing, LeadAngel simplifies every step of the sales cycle.
Give your sales reps the tools they need to connect with prospects faster and close more deals.
Sign up for free or book a demo today to see how LeadAngel can improve your sales scheduling and lead management.
FAQs About Best Sales Scheduling Software
How does automated scheduling help reduce no-shows?
Automated scheduling helps cut down on no-shows by giving prospects easy options for scheduling appointments and sending reminders before the meeting time. This keeps everyone informed and makes it more likely that meetings will happen as planned.
Can sales scheduling software handle team scheduling?
Yes, many sales scheduling tools offer team scheduling features like group scheduling and round-robin appointments. These are useful for setting up team meetings, sharing leads fairly, and coordinating with multiple people easily.
Is my data safe with sales scheduling software?
Trusted sales scheduling tools focus on data security by using strong security measures and regular updates to protect user information. It’s important to choose providers that follow industry standards for privacy and data protection.
How does the booking page improve the sales team’s productivity?
An easy-to-use booking page allows buyers to schedule meetings quickly and at their convenience, reducing frustration and ensuring smooth communication. This efficiency helps your sales team stay organized and responsive to buyer needs.
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