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Booking Engine: Salesforce Meeting Scheduling & Appointment Booking
Salesforce-Native Meeting & Appointment Scheduling
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Business Need
- SalesProductivityCustomer Service
- Requires
- Sales CloudService Cloud
- Compatible With
- Revenue CloudFinancial Services CloudEducation Cloud
Salesforce meeting scheduling and routing. Convert more pipeline with personal booking links, round robin scheduling, calendar sync, and SDR-to-AE handoff. Book meetings in seconds - no code, no integrations, no calendar juggling. All inside Salesforce.
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Showing 2 of 2 Reviews
Excellent tool for SDR Teams
The Booking Engine app has been a HUGE time saver for our SDR team. Previously, our SDR teams had to jump through multiple hoops to schedule a meeting on behalf of our sales reps (reference doc to determine which reps work in a given territory, open outlook and create an invite to view schedule availability of reps in territory, etc). Now with Booking Engine, the entire process of booking a meeting on behalf of a sales rep takes less than 30 seconds. Booking Engine already knows the correct rep to assign the meeting to based on the territory and rep availability, so it's completely seamless for the SDR. So the tool is great, and the support team is phenomenal. Super responsive, open to feedback and suggestions, and they act quickly to ensure we are successful. Highly recommended!
Game Changer for our sales team
The Booking Engine has transformed how our sales teams schedule calls and demonstrations with clients. It provides a clean, quick, and user-friendly interface that streamlines the entire booking process. One of the most impactful features is the integration with Microsoft calendars, allowing full visibility of availability across our entire sales team—a true game changer! Previously, we had no efficient way to share team availability. Now, not only can we see when individual sales reps are free, but we can also coordinate with additional advisors who support these calls, ensuring seamless collaboration. Given its success, we’re now exploring how to roll this out to our service teams as well.