Scheduling for Sales and Business Development
Automate your meeting scheduling at every step of your sales funnel and increase your lead to opportunity and close rates
For Teams Of Every Size
Meeting Scheduling for Every Stage in your Sales Funnel
1
Capture inbound interest from your prospecting efforts
Build custom calendar pages to allow your prospects to take action immediately and schedule the right type of meeting with your sales team with no back and forth. Share Calendar Page links in email, in pre-made templates, or in LinkedIn messages.
2
Manage inbound leads at scale with SDR Round Robin meeting templates
Never miss another demo request with Round Robin Calendar Pages that assign demos to any available salesperson. Embed Calendar Pages on your lead generation pages and capture custom data from your prospects.
3
Facilitate easy handoff between your SDR and Account Manager
Combine meeting scheduling with the handoff email automatically by CCing your Scheduling AI on the introductory email. The AI will coordinate between the lead and the Account Executive to find a time.
4
Manage follow up calls and prevent no-shows automatically
Never let a lead go cold by automating reminders and setting follow up calls immediately after qualifying leads.
5
Bring your team and your prospects’ team together with zero friction
When you need buy-in from multiple parties both internal and external, your Scheduling AI will identify times that work for everyone and schedule the meeting with no effort from you. Bring decision makers to the table faster. You can even create a combined Calendar Page for an Account Executive and Sales Specialist when both are needed to close a deal.
6
Update your CRM pipeline automatically when meetings are scheduled
Automate your workflows and keep your CRM in sync with your meeting scheduling using our powerful integrations.
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Meeting Templates for Sales Professionals
Time is money and when you are in sales on commission, you do not want to waste either. These Meeting Templates can help you speed up your pipeline and move prospects from initial call to close.
Qualification Call
Meeting Template
Capture inbound sales leads and schedule Zoom calls with them
+add template
We have a really good lead generation process and x.ai is the final piece. Instead of SDR filtering leads, x.ai does it. If a lead schedules an appointment, that’s a great mechanism for understanding whether that’s a good lead.
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Have a large team and want to get started? Read our quick-start guide for teams or tell us your scheduling challenges over email:
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Have a unique use case or questions about integrating x.ai into your workflow? Schedule time with us!