You can now effortlessly rearrange meeting types on your office hours Leadmonk page to match your needs. Simply add a serial number as a prefix to each meeting type's URL on your team booking page, and they'll automatically sort based on that number (as shown below). No need to change meeting names or descriptions. This keeps your user experience smooth while giving you complete control over the order of your meeting types.
The multiple hosts algorithm (Collective or Multi-host scheduling) is to be used to pool team members’ availability. The collective/multi-host booking page shows appointment slots only when all team members (all hosts) are available. If any host is not available when the other hosts are, that time slot will not be shown as available. When an invitee schedules a meeting, all team members are added to the calendar meeting invite.
Campaign router is used to generate smart booking link which can be used in your nurture campaigns, newsletters, and product announcements. This will empower prospects to schedule meetings instantly with the right rep without the back and forth, eliminating the need for multiple links. Check this help page to know more.
Instant Scheduler is a powerful tool that allows you to schedule meetings with just a few clicks.
Handoff Leads Like a Pro – Instant Scheduler automates lead routing and scheduling for lightning-fast handoffs across your entire sales funnel.
Route and Schedule in Seconds – Using Instant Scheduler, SDRs can book meetings for AEs, with just a few clicks. No more back-and-forth emails or scheduling conflicts.
The Handoff Router is a powerful tool within Leadmonk that enables seamless prospect transfers between assignees using Instant Scheduler. It works by intelligently routing prospects to the most appropriate team members based on pre-defined criteria, ensuring timely and efficient customer interactions. Check this help page to know more.
The meeting Analytics feature is available for your team in Leadmonk.
This feature works only if you have created an organization in Leadmonk.
As per this algorithm, each team member is assigned a weight based on factors like experience, expertise, and performance. The algorithm then distributes appointments based on a weighted average, ensuring that each team member receives a proportional share of appointments based on their assigned weight. This promotes fairness and prevents situations where high-performing individuals are overburdened.
Assigning the same weightage to all team members in round-robin scheduling is the most straightforward way to achieve equal distribution of meetings.
Leadmonk integrates with HubSpot, and custom web forms. When a form is submitted on your website, Leadmonk instantly qualifies the lead, routes it to the right sales rep, and displays the booking page so your prospect can book a meeting - all in a matter of seconds.
Check this page to know more about HubSpot form integration.
Check this page to know more about Webform integration.
Leadmonk offers seamless integration with Salesforce Sales cloud CRM, allowing you to schedule meetings with prospects and automatically create or update corresponding records in Salesforce. The integration saves valuable time for your sales representatives, allowing them to focus on building customer relationships.
What can the integration do?
- Create Contacts
- Create Leads
- Create and update engagements [meetings]
- Update Contact Owner
- Update Lead Owner
By integrating Leadmonk with HubSpot, you can automatically create or update contacts, engagements(meetings) and create deals in HubSpot as meetings are scheduled. This helps to keep your CRM up-to-date. This automation helps to save your sales representative’s time on admin tasks so they can focus on building relationships with customers.
Check this page to know more.
Inbound router convert leads into meetings by qualifying, routing, and scheduling in real-time. An inbound router helps you manage incoming leads and inquiries from your website or other online channels. It does this by routing leads to the appropriate team members or departments, based on the information that is submitted in the lead form
Check this page to know more.