“Calendly has transformed how we interact with clients and deliver on projects. Everyone wins!”
CALENDLY FOR CUSTOMER SUCCESS AND ACCOUNT MANAGEMENT
CALENDLY FOR CUSTOMER
SUCCESS AND
ACCOUNT MANAGEMENT
Retain customers and grow relationships by connecting at critical moments
Calendly makes it easy to meet with clients when they need you most so you can help them be their most successful.
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TRUSTED BY WORLD CLASS SUCCESS TEAMS
Retention starts with onboarding
Make a better first impression with Calendly. Get more of your clients on the path to longterm success from the beginning.
Put more customers on the path to success
Properly onboarded customers are more successful. Simplify the handoff from sales to success by scheduling kick off calls as soon as they sign. Offer convenient ways to schedule training sessions, webinars and check-ins--either one-on-one or in a group.
“Companies that take the time to go through our one-on-one training become better customers for a longer period of time. Calendly enables us to schedule and keep more of those appointments.”
See how Cengage used Calendly to unite their sales and success teams to retain more customers.
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Schedule with customers right when they need you
Calendly helps you create more customer touchpoints, giving you an opportunity to upsell and strengthen relationships. Add Calendly to your email check ins, newsletters, sales handoff emails and help center to improve customer engagement today.
Calendly helps Conductor connect with 4x more customers, causing 30% more renewals.
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Learn how Calendly improves every customer touchpoint—from kickoff through renewal.
Enable your team to help more customers achieve success
Calendly increases your team’s capacity to manage accounts, upsell and give your customers the support they deserve. Pool team availability, assign a success manager or use a one-to-one link to connect with customers.
Calendly helps Bench serve more customers with scaleable processes.
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Integrate with Salesforce to give account managers fast access to better customer data
Connect Salesforce
Automatically update contacts, accounts and opportunities in Salesforce. Eliminate manual data entry for your account managers, get richer data and better serve customers.
Make the most of every touchpoint with powerful workflows and automations
- Decrease meeting no-shows with automated email and text reminders
- Ask custom questions and gather information before you meet
- Maintain momentum by automatically sending a follow-up email to schedule your next call
Serve and retain more accounts
A 10% increase in retention results in a 30% increase in the value of a company. See how Calendly helps teams drive growth.
Integrate effortlessly with Salesforce, Intercom, Zoom, your marketing automation platform and more.
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Take advantage of these features
Round Robin Assignment
Distribute advising sessions and student interviews across your team
Collective Events
Offer a meeting with key members of your team at the same time
Time Zone Detection
Eliminate time zone confusion for students globally
Email + Text Reminders
Increase student show rates and have more productive meetings
Suggest Available Times
Send a scheduling link or embed your availability right in an email
Minimum Scheduling Notice
Prevent last minute meetings and stay prepared
Meeting buffers
Add extra time before or after events
Salesforce Integration
Eliminate manual data entry and cut down on admin time
Web-conference Integrations
Auto-populate conference details with Zoom or GoToMeeting
CUSTOMER SUCCESS
4 secrets to successful customer onboarding meetings
How to make sure your Customer Success Managers are prepared so their implementation calls...
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CUSTOMER SUCCESS
How to create a seamless handoff from sales to customer success
Tips for getting new clients up and running seamlessly and ensuring retention.
Read the story
CUSTOMER SUCCESS
Your invitees can now add guests to the Calendly events they schedule with you
Our latest product update ensures that all necessary participants are included in your meeting
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