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Calendly Sales Solution: Product Brief on Acid

A case study to show the most essential product information to streamline cross-functional communication about their sales solution.
Glo Robinson

Product Description

Calendly automates scheduling throughout your pipeline, so you can meet, win and serve your best leads right now.
How it Works
Name
Step One.
Step Two.
Step Three.
1
Description
Let Calendly know your availability preferences and it’ll do the work for you.
Send guests your Calendly link or embed it on your website.
They pick a time and the event is added to your calendar.
2
Key Features
Team Scheduling
Lead Routing
Web Browsers
Workflows
Calendly for CRM
There are no rows in this table
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Key Indicators

North Star Goal: Help Sales Teams Increase Revenue
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Theme #1: Reduce Schedule Time
Customer Performance Indicator: More time selling
50% reduction in time required to move clients from sales to account management
40% fewer scheduling emails needed to launch projects
93% of sales teams achieve faster sales cycles with Calendly

Theme #2: Capturing Quality Leads
Customer Performance Indicator: Shorter Sales Cycles
93% of sales teams achieve faster sales cycles with Calendly
2x more deals with Calendly
89% of sales teams close more deals with Calendly.

Target Audiences

User Personas
Sales Manager
Product Manager

Buyer Personas
VP of Sales
Director of Sales

Use Cases for Sales Teams
Search
Reduce Scheduling Time
When it takes too much time to schedule meetings throughout the sales process, we want more time to sell so we can shorten our sales cycle.
Capturing Quality Leads
When there are too many inbound leads to sort, we want to capitolize on potential sales opportunities so that we can schedule the highest number of demos.
Reduce Scheduling Time
JTBD
When it takes too much time to schedule meetings throughout the sales process, we want more time to sell so we can shorten our sales cycle.
Pain Points
Inefficient meeting processes and back-and-forth emails slow down your sales cycle.
Missed form requests, slow responses, and tedious back-and-forth by email risked slowing and sidetracking sales.
all of your team's meeting-related headaches—time-zone math, adding conference details, double-booking
extra data entry to make sure a meeting makes someones calendar
Pain Relievers
automatically scheduling your team's initial, mid-cycle and group meetings with all of the right people.
Suggested Times in emails, and let prospects book meetings with one click.
detects the invitee time zone automatically, eliminating any added steps, while accommodating shifts.
Automatically update your leads, contacts, and opportunities in real-time.
Value Propositions
Book meetings faster
Make it super easy for your prospect to connect with you
Keep your customer data accurate
Product Transformation
-Specialists take an average of 18 calls each day, and they are onboarding twice the customers they did before trying Calendly.
-With a few clicks, she can change which customer pairs with which onboarding specialist — all without disrupting that specialist’s day.
Performance Indicators
2x more deals with Calendly
89% of sales teams close more deals with Calendly.
93% of sales teams achieve faster sales cycles with Calendly
User Personas
Product Manager
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Company Differentiation

Credibility
Testimonials
"The Hubspot integration has streamlined and minimized the time it was taking to schedule interviews with my sales reps and potential sales reps."- Becky, Calendly User, Consumer Goods
Case Studies
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How Lyft accelerated its B2B sales cycle with Calendly
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Fewer admin distractions, double the demos for Virtru’s sales team
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Streamlined customer experience translates into more clients for Ancestry.com
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Reliability
Help Center
Contact Us Page
Plug in and Integration Options
Video Tutorials

Safety & Security
Security Page
GDPR/CCPA Compliant


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