Español
EnglishFrançaisEspañolDeutschPortuguês

GeographicFarm

Historias de clientes

Better prospecting helps GeographicFarm tap into more clients

READ TIME: 3 MINUTES

As marketing and branding consultants for real estate firms, GeographicFarm’s potential clients are already juggling jam-packed schedules. Amid all the hustle, they needed a streamlined way to prospect customers, set meetings and spread the word about their value.

Caso de uso

Sales

Industrias

Professional Services

Tamaño del equipo

0-100 empleados

Funciones del producto

Integrations

Experience scheduling automation for yourself!

Create a Calendly account in seconds.

GeographicFarm

Historias de clientes

Better prospecting helps GeographicFarm tap into more clients

READ TIME: 3 MINUTES

As marketing and branding consultants for real estate firms, GeographicFarm’s potential clients are already juggling jam-packed schedules. Amid all the hustle, they needed a streamlined way to prospect customers, set meetings and spread the word about their value.

Mejorada la disponibilidad del equipo de ventas

al distribuir el trabajo más equitativamente

Integrado bricolaje

con sistemas de software existentes

Campañas futuras optimizadas

a través de análisis y seguimiento

The challenge

Slow scheduling limits consultations

As the business development manager for Phoenix-based GeographicFarm, Matthew Morrison assumes that his potential clients in the real estate are operating on tight schedules. In fact, GeographicFarm counts on the fact that clients are always scrambling to find more time to close deals. By offering them marketing and branding expertise, Matthew hopes to lighten their load.

While the services Matthew offers are perfect for busy realtors, his team struggled to get the word out about all they could do. He needed a way to streamline how reps scheduled sales calls so they could make contact with potential customers, explain their offerings and pair clients with the services they needed most.

“The more options we can give them for consultation times, and the sooner we connect with them, the better,” he says.

The solution

More channels for prospecting

GeographicFarm tried a series of software solutions. Though some helped smooth scheduling snafus, Matthew found that most were integrating poorly with the company’s existing Salesforce CRM. Then he decided to try Calendly. Not only did the simple interface mean the team had no problem making a smooth transition, but Salesforce integration meant they were able to track various prospecting campaigns from start to finish. Calendly also made it easier for the sales team to reach out to clients in various ways.

Step one saw them contact potential clients through MailChimp email campaigns. Each message includes a link that directs interested prospects to a scheduling page. Interested parties click and set up a meeting on their preferred time, and Calendly assigns the meeting round-robin to the next available sales rep. This simplified process meant potential customers could buy into the process at a time of peak interest and schedule calls at their convenience.

Tenemos la posibilidad de hacer un seguimiento del número de consultas reservadas. Así sabemos qué mensajes llevan a la gente a fijar consultas y podemos ajustar nuestro marketing en consecuencia.

Matthew Morrison

Gerente de desarrollo empresarial at GeographicFarm

The results

More meetings, more sales

Indeed, a data feedback loop helps GeographicFarm’s sales team monitor progress on the fly. Whenever one of their leads schedules a meeting, Calendly automatically creates a new record or updates their existing one in Salesforce. Custom fields on the Calendly scheduling page mean sales reps are armed with far more than a client’s standard background (name, email and phone number). Before they start a given call, the team knows the average value of the homes each prospect sells, their marketing budget and the services they are most interested in.

Reps have access to all the information they need to handle any call. In the odd case where a hot lead starts to go cold, sales reps have a chance to circle back, revive the relationship and set a new consultation with an account executive. More information leads to more productive conversations. That’s good news for busy realtors and Matthew’s sales team alike. In an industry where everybody is on the go, making the most of each contact point is essential.

At more than 500 meetings per month, business is booming. Call volume is on the rise. Better yet reps find themselves with even more time to concentrate on delivering a high-quality customer experience.

Ready to explore what Calendly can do for you? Sign up for free today.

Acceso fácil para reservas fáciles

Comparta su enlace de Calendly directamente desde su navegador, para que pueda programar reuniones sin tener que cambiar de pestaña

Comparta su enlace de Calendly directamente desde su navegador, para que pueda programar reuniones sin tener que cambiar de pestaña