Planning meetings has never been a fun experience. A client emails your team and asks for an available time, then someone on your team manually looks up the calendars of everyone who needs to be involved and emails a time back to the client. It sounds easy enough.
But then the client says “Sorry, that time doesn’t work.” Or maybe it does initially, but they have to reschedule.
The process starts all over.
You didn’t get into financial services to spend all your time setting up meetings and making sure your staff members have their schedules cleared for your next team meet up. You got into financial services so you could put your focus on improving the lives of investors.
Efficient scheduling is an issue everyone has, and we realized that if we could come up with a solution that saves you even just five minutes a day, then over the course of a year you’ll get to save nearly a full day of work where you aren’t spending time setting up meetings. And we think that time estimate is on the low end.
We’re excited to announce Pulse, our new scheduler tool for Salesforce users. Let’s dig in and explore three ways Pulse can make your life easier.
Consolidated Calendar Views
Calendar management within your office is tedious. I won’t go all “black and white infomercial” on you with how bleak the situation can be, but trying to line up a meeting among five to ten professionals who all have their own goals and needs isn’t something you want to be spending a lot of time doing.
Even if you all use a shared calendar, it’s still up to someone to look through that calendar to pinpoint the times when there’s nothing scheduled.
Pulse can help you do away with all that manual work. The app utilizes a number of different viewing options to give you more control over calendar management. A user can view multiple schedules all at once in a simple user interface, and from there, Pulse will do the hard work for you.
Pulse can pinpoint the next available meeting time across all calendars viewed, and it can even pre-populate recurring meetings with scheduling that fits everyone’s needs.
For offices with multiple team busy team members, this can be a big workflow improvement.
Give Control to Your Clients
Letting your clients in on the scheduling action can have major ramifications for your client service and how you spend your time.
Take the example we started off looking at in this article. A client emails you, asks for a time to meet, and from there the circus begins. Pulse lets you take all those steps out so you never run into this scheduling headache.
You can give clients access to your calendar with the option to input their own meeting requests. All you need to do is set up your preferred and available times and let the technology do all the heavy lifting from there.
Pulse essentially acts as your digital assistant. A client can access your schedule on your website, see the times available that you’ve preconfigured, and then request one of those times. The meeting is booked immediately because it already works for everyone. The back and forth and frustration you used to experience? Gone.
You’ve created a positive client experience without lifting a finger, and the time you’ve saved means you can create more of those positive interactions down the line because you’re facilitating more opportunities for direct client communication.
Customize and Personalize
If there is one truth I can say that summarizes calendar management, it’s that everyone likes to manage their schedule a little bit differently.
To take care of that unique approach, we built in filtering options so you can get in deep and pull out just the views you want when looking through the schedules of other users in your team using Pulse.
We also built in personalization aspects into Pulse so you can make it own, including customizing the colors of your calendar. Go ahead, give it a little of your own flavor.
When you add technology to your firm, you need to examine its benefits to your staff’s time and your overall bottom line. The Pulse app can give you back time with better scheduling and in return help your staff be more efficient so you can spend time on revenue-producing work instead of tasks that drain morale—like scheduling frustrations.
If you’re ready to take the day-to-day frustrations out of scheduling and calendar management, you can start with Pulse today. Click here to get it on the Salesforce AppExchange and install it in your org now.