Do you have one calendar for personal appointments, one schedule for family life, and one timetable for work, and are you trying to manage everything at once? We’re worried about you! Fortunately, none of that at work! Simplify your day-to-day life as a salesperson with just one word: SYNCHRONIZATION.
Sync your Google and Microsoft calendar with your CRM: long live all-in-one!
Thanks to Webmecanik Pipeline, sync your calendars to bring everything together in one single calendar and enjoy greater peace of mind.
We all know it: every morning, you make your to-do list for the day and check (at least!) three times whether everything fits into your schedule: going to the dentist at 2 p.m. and then meeting that prospect with the XXL budget for a coffee at 4 p.m. As you switch from one schedule to another, you try to line up all your appointments across multiple different calendars. That daily hassle ends here.
Webmecanik Pipeline lets you sync your calendar in four steps so you can (finally) stop checking every minute to see what appointments you have for the day. Spoiler: it’s child’s play.
Sync your calendars in 4 steps
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Log in to your online calendar (Google Calendar or Microsoft Outlook, Exchange, 365)
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Choose which activities to sync in your Webmecanik Pipeline calendar
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Display the details of your activities in your calendar
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Enjoy a single point of access to your activities
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Discover the benefits of syncing your calendars to become more efficient:
1) A tailor-made calendar: choose the activities to sync in your Webmecanik Pipeline calendar
Webmecanik Pipeline lets you personalize the activities you do with your prospects : a coffee, a meeting at their office, a negotiation, a demo… You can create YOUR activities in the settings, as we explain here. Better than that, you can now sync these activities to your calendar, so you have all your appointments in the same place! The good news? You don’t have to put all your activities in your calendar; it’s up to you to choose which ones are worth appearing in your main schedule, and which ones can stay in the CRM. And the same goes the other way around: maybe lunch with your mother-in-law can stay in your calendar without being pushed up to your CRM.
Also read: 3 reasons to customize your sales activities in your CRM
2) A more precise view of your day: display the details of your activities in your calendar
The devil is in the details. The more organized you are, the more at peace your mind will be. It’s great to know which appointment is coming up, but having the details is even better! Display the details of your activities directly in your calendar by simply clicking on the appointment. You can then see the details without switching applications yet again. Fewer clicks + fewer tabs = more time for you ??.
3) Your activities appear in one single place
From now on, benefit from synchronization between your Webmecanik Pipeline CRM and your calendar: Google Calendar or Microsoft (Outlook, Exchange or 365)
One place for all your appointments is great, but no one wants information overload, right? That’s why Webmecanik Pipeline lets you choose which activities appear on your calendar and which do not.
Now that you have your dentist appointment at 2 p.m. AND your coffee with that prospect with the XXL budget in the same calendar, you can go on with your day calmly, with all your appointments in one place. Finally. ?
