75% of our customer who purchase our software opt in for customer onboarding sessions, delivered by our team of dedicated consultants. Scheduling these sessions was challenging in the past, consuming a lot of our consultants' time, and not utilizing the team's availability to the full extent. We were using a different scheduling software at first, but it lacked the ability to pool our team's availability and did not integrate well with our Salesforce CRM and conferencing app.

We moved to ScheduleOnce and felt an immediate impact. We've included links to ScheduleOnce booking pages within personal and customer lifecycle emails. Customers can now schedule their onboarding sessions on their own, in a matter of seconds. The pooled availability feature enables us to expose customers to the combined availability of the entire team, perfectly utilizing their schedules. With the time saved for every session booked, we achieved a 4x ROI in just three months!

We use Salesforce CRM and GoToMeeting for web conferencing. In the past, our consultants were required to set up GoToMeeting events manually for every onboarding session. They were also required to manually input customer and meeting information into our Salesforce CRM. With ScheduleOnce integrations for Salesforce and GoToMeeting, all that time and effort is taken out of the equation. Web conferencing information is automatically included in booking notifications, and all information is automatically updated in Salesforce.

Following the initial success of our consulting team, additional groups within Avalara started to take interest in ScheduleOnce. Our Customer Account Management team is responsible for ongoing customer satisfaction and repeat sales. They've now started using ScheduleOnce to drive add-on and upgrade sales. Links to ScheduleOnce booking pages are included in personal communications, and as calls to action in promotional emails. We also have a team in the European Union using ScheduleOnce, and have now started to work with our Marketing team with the aim of adding ScheduleOnce to our lead generation activities.

ScheduleOnce is saving us time and money, our customers love the ability to schedule on their own, and we see a lot of potential for expansion into additional groups within Avalara going forward.

We work with indirect sales channels to generate leads and drive enrollment to our services. But enrollment is just the first step, our business is driven by usage of our products and services, making onboarding and training sessions critical for our business success. Scheduling these sessions is key to getting customers up and running. Having experienced an exponential growth in the number of enrollments over the past year, this has become an increasing challenge.

In order to keep up with our growing business we used to have one or two employees dedicated full time just to schedule the onboarding sessions. This process included several emails and phone calls, did not utilize our staff to the full extent and was prone to human error. With ScheduleOnce, we completely eliminated the need for dedicated staff, saving us XXX$ a year. Scheduling onboarding sessions couldn't be easier. Our employees quickly ramped up to the solution with no training required. Sessions are coordinated with customers in a matter of seconds. Using the Pooled availability feature, customers are exposed to the availability of our entire training team. Sessions are scheduled in a matter of seconds, conferencing information is automatically included in notifications, and we are fully utilizing our staff capacity. All in all, we've increased the number of scheduled sessions per week by over 50%.

Automating scheduling activities was just the first step. In order to keep up with the growing volume of business, we needed a solution that could automate our onboarding process end-to-end. Leveraging ScheduleOnce' integration with Salesforce we built a fully automated process, driven by scheduling activities. ScheduleOnce allows us to keep all booking information synched with Salesforce throughout the booking lifecycle, including cases of rescheduling, cancelations and no-shows. Additionally, with the customer information we have stored in Salesforce, we can now offer customized scheduling options, emails, and notifications for corporate and private hospitals. Our process is now fully streamlined to answer the needs of our business.

What started out as a specific project has turned into an ongoing activity. We've identified several projects using ScheduleOnce in the near future, including scheduling onsite visits for our Data integration team, further improving the processes vis-à-vis our indirect sales channels and more. With ScheduleOnce we were able to automate or processes to deal with a growing volume of business, keeping a real-time record of all activities, and reducing our head count.

Beyond the solution itself, working with the ScheduleOnce team has been amazing. Support is always quick to respond, the staff is very professional, and any issue we had was resolved in a timely manner. I highly recommend ScheduleOnce, especially if you are using Salseforce as well.

We put a lot of time and effort into our online advertising campaigns so we can drive registration for our introductory webinars, which in turn converts into sales for our one-on-one training courses. We needed to present prospects with the full availability of our sales team, providing several options to attend our webinars. We were using a different scheduling software at first, but constantly ran into technical issues and coped with inefficient processes. Since switching to ScheduleOnce, using pooled availability and text notifications, we’ve increased webinar attendance by 50%, making a significant impact on our training course sales. Pooled availability was a huge improvement for us. Our customers love the abundance of available timeslots and the response has been very positive.

Optimizing our sales process was just the first step. In order to facilitate a flawless handover between our sales, coaching, and demo production teams, we needed to have all customer engagement data in one central repository. We use Infusionsoft CRM to run campaigns and track customer information. In the past, our employees would enter most of the information manually, which was both time consuming and prone to errors. With ScheduleOnce, all booking and scheduling information is automatically fed into Infusionsoft. The information coming from ScheduleOnce is key to aligning the entire organization and creating a smooth experience for our customers. ScheduleOnce activities are now driving our Infusionsoft campaigns and have enabled us to reduce the time from purchase to first training session by 65%.

Our courses usually consist of 20 sessions. Scheduling these in the past has been very time-consuming. Our coaches exchanged several emails to find suitable times and then had to manually update all meeting information in our Infusionsoft CRM.

Using ScheduleOnce session packages, our customers can schedule all 20 sessions in one go, saving our coaches valuable time. Rescheduling is also easily facilitated, enabling our customers to reschedule on their own when needed. All meeting information is automatically updated in our CRM. This allows our coaches to use Infusionsoft as a single source of truth for their daily activities, contact information, and meeting summaries. When customers move on to the demo production phase, our demo team has all the required information about the customer at their fingertips.

Switching to ScheduleOnce has proven invaluable for our organization. ScheduleOnce saves us an average of $10,000 every month. It is the driving factor for our Infusionsoft campaigns and marketing processes, and our customers have never been happier. I would strongly recommend ScheduleOnce to anyone looking for a comprehensive scheduling software, especially if you are using Infusionsoft CRM.

We're leading-edge in our expense report and timesheet solutions ourselves, so we set out to find a scheduling system we could love. We researched a large number of scheduling software companies to find the best, most efficient solution for our needs. In ScheduleOnce, we found a great integration with GoToMeeting, which would streamline our process even further. Most importantly, though, we appreciated the way ScheduleOnce designed their product. The way they implemented scheduling through their data model was comprehensive, with users, booking pages, services, and everything else needed to generate a flexible and scalable scheduling process. Plus, it was great to easily be able to book a meeting with ScheduleOnce to go over our needs!

With ScheduleOnce, prospects can schedule product demos directly from our website. This creates a much better process for generating leads than just filling out a form. We use ScheduleOnce with pooled availability to present our prospects with all the availability our team members can provide, leading to more bookings, higher conversion rates, and a better prospect experience.

New customers receive an automated email, asking them to book their expenses training and administrative training sessions. They fill out a customized booking form through ScheduleOnce and their appointment is created. Customers like being in control of their own bookings, choosing any time they like. In our onboarding process, we’re saving half a man month’s worth of employee time, so ScheduleOnce is delivering a value of over ten times what we’re paying for it on this scenario alone.

I also use it myself for people to book into my calendar, to meet with the CEO. People see a linked button in my email signature, to “Book Neil”. I’ve received very good feedback on this. The people who schedule with me through ScheduleOnce love it. On an average day, 20-30% of all the appointments in my calendar were created through it, and I only see this number growing over the coming months and years. We want to put ScheduleOnce to work for all our customer-facing employees. ScheduleOnce is an integral part of our customer interactions, both now and into the future as we continue to expand its usage to our entire team. We're also really looking forward to the Salesforce integration. I've reviewed the ScheduleOnce plans, and they're amazing. We can't wait!

At Cirrus Insight, we understood this early in the game. We knew we needed an efficient way to create deep and personal engagements with our prospects. The standard interaction via email, phone, or online chat was not enough. We needed a personal engagement where the prospect isn’t pressed for time and can comfortably ask all possible questions. We realized the best way to accomplish this is through online scheduling.

Since we use Google Apps, it was imperative we find a solution that fully integrated with our Google Calendars. The scheduling interface was also a very important factor, as we did not want to miss out on bookings due to usability issues or a poor scheduling experience. We looked at a number of providers and ScheduleOnce quickly rose to the top as the number one solution.

We created a booking page for each team member and dynamically embedded the ScheduleOnce booking pages into our website. We send all prospects a welcome email with a call-to-action to schedule with their assigned agent. When we have no information on the prospects, we simply use round-robin assignment.

We were initially surprised from the number of bookings received. We are constantly growing the team to accommodate the increasing demand. Prospects are very happy about the scheduling option and have a great scheduling experience.

We have found a direct correlation between bookings and conversions. Approximately 50% of our prospects book online demos and 75% of those attending the demos convert to paying customers. These are astonishing results.

ScheduleOnce is a game-changer. Each team member handles 12-15 appointments per day. There is no other way we could have booked so many appointments with our prospects. We are truly maximizing prospect conversion rates and utilizing our staff to its fullest potential.

With growing demand for our products, we identified a need to tighten our prospect pipeline by offering sales and onboarding sessions. As soon as prospects signified interest, we wanted to schedule a session with them so we could make sure they understood all the ways we could help them. Without a way to book a session right at the moment of interest, prospects could just slip away, resulting in lost deals.

When we started our search, we knew we needed to find a system that would present customers with all the availability we could offer, while providing an outstanding scheduling experience. In addition, we wanted to spend as much time as possible with the customer, leaving all the administrative details to the scheduling software.

We used ScheduleOnce for another use case before, so when it came time to set up our sessions, we were already thinking of ScheduleOnce for a solution. Still, we looked at other scheduling alternatives to ensure we were going the right way. None of the other vendors could satisfy the complex scheduling requirements we had.

Also, it’s important to us that we work with a vendor who listens to our needs and helps us implement them. That’s the lynchpin for us. Responsive customer service is crucial and ScheduleOnce is doing it right.

ScheduleOnce automates the entire signup process on a pretty comprehensive level. We present our customers with a simple booking page, while behind the scenes, multiple users offer their availability through that one page. It hooks up to our Google Calendar and GoToMeeting accounts, creating GoToMeeting sessions automatically while booking into our personal calendars, and it does it all while working correctly with multiple time zones for multiple different services.

With ScheduleOnce, we’re able to conduct many more sessions than we’d otherwise be able. We provide our customers with an immediate option to schedule, while the process is completely hidden behind the scenes. We maximize our team members’ schedules and don’t even have to think about the scheduling step at all. We are currently working at full capacity, which wouldn’t have been possible without ScheduleOnce. Our new employees will never know how difficult customer onboarding used to be. With ScheduleOnce, it’s all seamless, integrating right into our key customer-facing processes.

The challenge we had was that professors have a very tight schedule. Trying to schedule these onboarding sessions manually required many back-and-forth emails and phone calls. We didn’t want to take any time away from the already-busy professors. We had to find an automated solution.

The number one consideration was the scheduling experience for the professors. We wanted them to have a great experience scheduling with us, and the usability and user interface were critical. We also needed a solution that scaled and allowed us to add more team members easily.

We use the ScheduleOnce pooled availability to create a single booking calendar that represents the combined availability of the team. This allows the professors to select a time and one of the account managers is automatically assigned. Each account manager can also send their personal booking page link to customers with whom they have already engaged. Since we are using pooled availability, it is very easy to add additional team members to help in times of peak demand. We simply add their booking pages to the pool with a click of a button.

As our business grew, we required a better way of managing and tracking the onboarding process. For this purpose, we created a robust process within our CRM, including custom objects and workflows to cover all aspects of our onboarding activities. For a period, our customer success agents would create and update entries in the CRM manually. This was both time consuming, prone to inaccuracies and required additional management focus. We started using ScheduleOnce's integration with Zapier to further automate the onboarding process. Through Zapier we integrated ScheduleOnce with our CRM, connecting the booking, rescheduling and cancelation activities with the relevant CRM objects and workflows. This eliminated the majority of manual actions required by our customer success team, saving even more time and streamlining the onboarding process.

The feedback from the professors has been nothing but positive. They use ScheduleOnce not only for scheduling but also when they need to reschedule. The compliments just keep coming. Our ability to present the professors with the combined availability of the entire team has enabled the professors to book the onboarding session sooner rather than later, and start using our software within the earliest possible timeframe.

We’ve been using ScheduleOnce for more than a year now, handling about 5,000 onboarding sessions per quarter. Before ScheduleOnce, we used to spend about 15 minutes on the back-and-forth required to schedule each session and update the CRM. With 5,000 sessions per quarter, we are saving about 1,250 hours, adding up to more than $30,000 in savings every quarter!

As the manager of the Customer Success department, I oversee the onboarding process that ensures customers are properly set up with our software for their eCommerce business. Prior to ScheduleOnce, we would manually schedule setup and training sessions with new customers. This was painful to coordinate! In addition, the manual one-on-one booking didn't allow us to maximize the team's utilization. For example, if a customer wanted to book a session and the CS agent wasn't available at that time, we didn't have a fast and practical way to offer a different agent. This caused a backlogged of customers needing onboarding.

We heard good things about ScheduleOnce for scheduling appointments with customers. After using it as a personal scheduling tool, we read about its pooled availability feature. It took us less than 45 minutes to set up our CS agents in the system and create a booking page that showed the availability of our entire team. We then added the integration with GoToMeeting, which took our scheduling automation to a totally new level of customer service.

Pooled availability was a huge improvement for us! Our customers love the flexibility to schedule a session with our team. Once the customer selects a time, it would automatically route the booking to the available CS agent. We doubled our booking capacity overnight, and are currently receiving triple the bookings as before.

We also use ScheduleOnce follow-up email to automatically send surveys once the session is completed. We're getting far more survey responses than we used to with manually emails to customers. To top this, the survey responses showed happier, more satisfied customers who are able to better understand and use our software.

With a smoother, integrated scheduling system, the Customer Success team is able to run more efficiently and better plan their day-to-day work.

We looked at many different providers, but the features we required were advanced and that narrowed the playing field considerably. It was important that the scheduler facilitate a clear pathway between customer signups and our internal assignment of an alarm technician, without complicating the process for our customers. We also needed strong integration with Google Calendars, which we already used. We found everything we needed in ScheduleOnce’s Enterprise edition.

We’ve fully integrated ScheduleOnce into our onboarding process. Once customers sign up for our service, they’re immediately taken to the activation page, where they can schedule their activation with one of our remote alarm technicians. Because we use the pooled availability feature, customers see all times when at least one of our technicians is available.

The customer selects the date and time they prefer and an available technician is automatically assigned to their case. The technician’s own Google Calendar immediately shows the booking, blocking any future bookings with that specific technician at that time.

Since we started using ScheduleOnce, the onboarding process is smoother than it’s ever been. The customer satisfaction level is high and it saves us a lot of time internally. We no longer have to shuffle through everyone’s schedules and see which technician is available for any given case. ScheduleOnce takes care of everything.