The Scheduler is an intelligent online appointment scheduling application, which helps the sales/marketing people to schedule appointment with their clients/customers based on their realtime availability.
This entire application is driven mainly by an enterprise Java application, which handles the appointment booking and availability of clients and employees.
Intelligent online appointment scheduling allows you to meet your customers where they are either online, on their mobile devices, through search engines, and on the phone.
This helps to facilitate the business faster through the ability to connect with them anytime, anywhere and schedule appointments with the right team at the right time: a time that works for everyone, unlike the other systems which needs back and forth communication for booking an appointment/meeting.
This scheduler application helps us to book appointments with our clients/customers without having to leave Salesforce.
The AppExchange app technically integrates via SOAP with the enterprise app, which facilitates the entire booking and handling of both internal employees as well as external clients.
For every new appointment, a soap call is made with the available resources (internal employees/clients) and real-time time slots for booking. Then, we fetch the availability for the resources in a real-time, and we choose a slot to book an appointment with the concerned.
The SOAP protocol is highly secure and tightly coupled; the information through which you are creating an appointment would be completely safe and secure.
- This app can be used along with all the Salesforce apps such as Sales Cloud, Marketing Cloud, Service Cloud, Financial services etc.,
- The calendar can be easily be synced with the available popular email clients such as Office 360, G suite etc.,
- This eliminates the double booking in most cases
- The app supports open availability, rolling availability, set date ranges or specific chosen dates and times for personalized meetings
- This app is also integrated with most popular web conferencing providers such as WebEx, Zoom, GoToMeeting and Join.me
- A 4.7 star rating on the Salesforce AppExchange
- Enabled customers to sell their scheduling solution to Salesforce customers and increased marketability
- Created a new revenue stream for the client