- Based on priority, choosing the highest priority calendar available
- Based on round-robin assignment so that the team shares demo requests.
This is fantastic for SaaS vendors who need to send prospects to a single appointment booking page and book demos with a team. We’ve even got an option to schedule the meeting in GoToMeeting if you usually need virtual meetings.
Recommended Demo Booking Setup For SAAS Companies
This setup will automate much of the workaround managing demo requests right within ActiveDEMAND. Demo Page: We recommend building a single demo request page that prospects use to book demos with your team. This page will house the demo appointment scheduler. Demo Appointment Scheduler: small teams will probably have a priority of who should be giving demos and should, therefore, use the “based on the order of calendars added” option, with the top priority demo-givers calendars up top. Bigger teams or teams where sales do demos should use the round-robin option to evenly distribute demos where possible. After booking: At the basic level, you should configure your appointment processing workflow to email the prospect a booking confirmation with calendar item they can save to their calendar. There’s a great after-booking workflow included in your ActiveDEMAND account you can customize. Enhancement – Missed demo re-booker: This is a drip campaign you trigger by marking the demo as “missed”. You send the prospect an email saying you noticed they were unable to attend the demo and you remind them to re-book the demo via the demo page. Wait 8 days, then send another reminder if they have not yet re-booked. Because we at ActiveDEMAND give demos, we’ve built ActiveDEMAND to have the slickest setup for managing demo bookings. Other SaaS vendors will love how easy our system makes managing prospect and client demos. Learn more about our appointment booking via this support article.