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5 Time-Saving Tips For Busy Sales Teams

For salespeople, time management can be an ongoing issue. Often you’ll find that you don’t have enough time in the day to meet with everyone you planned to. Intensive admin work can add to your frustration. How can you close deals when you can’t find a minute to make that final closing call?

We’ve put together some advice to help you maximize your schedule, including using a scheduling app to manage your client bookings. 

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How to use Online Scheduling for Support Sessions

OnceHub co-founder and CEO Rami Goraly shares his advice for customer success teams on how and when to use online scheduling for support queries.

For most support teams, client meetings count as a worst-case scenario. They’re time-consuming, usually form part of an escalation path, and create bottlenecks. Imagine if your team accepted online booking requests from every customer. Once you’ve scheduled an online booking with a customer, there’s an added risk of that generic booking link being misused to bypass your standard processes. This is especially problematic for tier-two specialists whose time needs to be carefully managed. 

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How financial advisors can get the most out of scheduling

Financial advisors must leverage technology to stay relevant. OnceHub co-founder and CEO Rami Goraly shares his advice for financial advisors on using ScheduleOnce and InviteOnce to their advantage.

The rise of robo-advisors and online financial sites make it easy for clients to source unbiased recommendations without a middle man. Financial advisors are still a trusted source of information. The advantage you have over online sources are the long-standing relationships you build with your clients. When it comes to financial planning, face-to-face meetings are the norm. Online scheduling eliminates the back and forth and allows clients to schedule meetings with you quickly and conveniently. 

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The 5 Golden Rules to Increase Bookings from your Website

Would you like to capture more leads from your website? OnceHub CEO Rami Goraly shares his golden rules for conversion. 

Using online scheduling has definite advantages over web forms. With a Booking page you’re not only capturing a lead’s contact details, you’re also capturing their time with a confirmed meeting. This signals sincere interest, fosters commitment, and shortens time to engagement. It means more qualified leads enter your funnel. 

Optimizing your Booking page reduces the bounce rate and lead spillage, and ensures you’re getting the most out of your online scheduling for maximum conversion. 

Let’s look at the five ways you can boost your Booking page and drive more leads down your funnel.

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5 Steps to Converting Lost Leads Into New Customers

Any salesperson will be able to relate to the following scenario: a lead visits your website and fills out a web form. You phone them, but they’re too busy to take your call. Or even worse – they don’t answer at all. When you send an email, you never receive a response. The likelihood that you’re going to lose that lead starts to sink in.

Losing leads is frustrating, but no shows and lost leads can be turned around. We’ve put together some proven tips including utilizing software for scheduling meetings to help you convert sales leads and meet your targets.

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Scheduling Scenarios for Financial Advisors

In our last blog, we touched on how technology is reshaping the financial planning sector. Online scheduling allows financial advisors to keep up with their clients’ changing needs and gain a competitive edge.  

Financial planning firms and individual financial planners have one thing in common – client meetings. A larger firm might have more complex requirements for setting up meetings than a single financial planner, but both businesses can benefit greatly from using online scheduling tools. You can connect with clients faster and make yourself more accessible to potential and existing clients. 

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Version 9.5 is live: InviteOnce now supports iCloud Calendar

With this release, you will be able to use InviteOnce with iCloud Calendar.  This is the final step in our migration of calendar integrations to the OnceHub platform.  InviteOnce now supports all mainstream calendars on the market, including Google Calendar, Office 365 Calendar, Exchange/Outlook Calendar, and now iCloud Calendar.

As InviteOnce is an organizational tool and iCloud is not an organizational calendaring system, you may find yourself wondering how you can make the most of this recent development.  

If you are a solopreneur using iCloud Calendar and need to use InviteOnce to schedule meetings for yourself only, InviteOnce brings additional flexibility by enabling you to quickly create a unique scheduling configuration that perfectly matches each meeting scenario. 

If you are looking to use InviteOnce to schedule meetings with or for other users, the recently added support for iCloud Calendar will allow you to work with a user community that might not be part of the same organization. This is relevant if you are working with a community of independent vendors, contractors, advisors, mentors or any other group of independent professionals. In these scenarios, each member of the community may be using any of the main calendars – Google, Office 365, Outlook/Exchange, or iCloud Calendar. By enabling the connection to iCloud Calendar, we are now fully supporting any community scenario in which InviteOnce users need to connect to their calendar of choice. 

To learn more about InviteOnce, watch the Getting started videos

To learn more about this release read our article on What’s new in version 9.5  

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

Version 9.4 is live: Office 365 Calendar connection for ScheduleOnce and InviteOnce

In our 9.4 release, both ScheduleOnce and InviteOnce now support Microsoft’s latest OAuth 2.0 connection with Office 365 Calendar.

OAuth 2.0 is the industry-standard protocol for authorization. It focuses on simplifying a secure connection between web applications, desktop applications and mobile phones.

Aside from increased security, the greatest advantage of the update is that your connection to Office 365 Calendar no longer needs to be renewed every 90 days.

The OnceHub Office 365 Calendar connection provides a real-time view of your calendar. Bookings are automatically created and busy time immediately blocks your availability, eliminating any chance of double-booking. All communication with your calendar is encrypted and your data is kept secure.

With version 9.4, we have also moved calendar integrations to the user profile in your OnceHub account. You simply connect once, and both ScheduleOnce and InviteOnce use the same connection to your Office 365 Calendar.

Updating your Office 365 Calendar connection

Due to Microsoft’s plans to deprecate the old OAuth API, you will need to update your OnceHub calendar connection before October 23rd to avoid any service disruption. Updating the connection will not affect previous bookings and future bookings will be added as expected.

To learn more about this release and about updating your connection, read our article on What’s new in version 9.4 or visit our help site.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

Version 9.3 is live: ScheduleOnce one-time links

With ScheduleOnce one-time links, you now have complete control over your ScheduleOnce bookings. Customers can make a single booking only without being exposed to your underlying booking page link. One-time links can be personalized, allowing the customer to pick a time without having to fill out the booking form. Learn more about one-time links.

One-time links are not new to OnceHub. Earlier this year, we released InviteOnce which allows you to create a specific configuration for each booking. Since each InviteOnce booking is meeting-specific, it uses one-time links. In fact, all InviteOnce meetings always use a link which is good for one booking only.

With this release, we are now extending the use of one-time links to ScheduleOnce, allowing you to take advantage of the generic links you are already using, and use them under tighter control.

ScheduleOnce one-time links key features:

  • Good for one booking only – One-time links are good for one booking only, eliminating any chance of unwanted repeat bookings. One-time links can be easily generated from different locations in your OnceHub account. When created, the link is automatically copied to your clipboard with one click, allowing you to quickly generate multiple one-time links that can be sent to different customers.
  • Keeps your booking page link private – One-time links take the form of an eight-digit code that does not reveal your underlying booking page link. A customer who receives the one-time link will only be able to use it for the intended booking, eliminating any chance of unwanted repeat bookings.
  • Personalized for a specific customer – One-time links can be personalized for a specific customer, allowing the customer to pick a time and schedule without having to fill out the booking form. The one-time link pop-up includes a built-in link builder, allowing you to quickly personalize the link using plain text, without having to create the full personalized URL.
  • Complete reschedule support – With one-time links, the customer is given the right to make one booking only. It is important that the customer does not lose this right if there is a need to reschedule the booking. As such, one-time links can be rescheduled by both the user and the customer, subject to the user-defined cancel/reschedule policy.

To learn more about this release read our article on What’s new in version 9.3 or watch our webinar below:

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

CEO TALK: Planning a Product-led Minimum Viable Product (MVP)

During the Product Led Summit in July 2019, OnceHub Co-founder and CEO, Rami Goraly discussed the key considerations when planning a product-led MVP. Topics included market analysis, MVP scoping, pricing, onboarding and how to set realistic expectations for a Minimum Viable Product. Read more below and/or view the full presentation here:

Planning a minimum viable product (MVP) is always a significant challenge. When planning an MVP under a traditional high touch sales approach, an organization has many stakeholders who work with your customers to ensure the success of your product; from developers and product managers to sales engineers and marketing teams. It is a very different situation when planning a product-led MVP. In this scenario, once your product is released to market, you have limited control for influencing a positive outcome for your customer. The product must be able to stand-alone and sell itself without the support structures of a traditional sales model.

In order to prepare a product-led MVP for success, you can not rely on product performance alone. There are a number of key considerations for planning a product-led MVP including market analysis, pricing, customer onboarding, precise website messaging and the overall customer experience. What’s more, the maturity of your chosen market and the use case/s you serve have a significant influence on the number of features your MVP needs in order to gain market traction.

Key Considerations for Planning a Product-led MVP

  • Differentiators vs. Table Stakes – a product-led MVP must comprise of features that are both differentiators and table stakes. Differentiators are those unique features that set you apart from the competition and table stakes are those core features that your customers expect. Without table stakes you will not gain any traction in the market, and without differentiators, you will have no unique, competitive advantage.
  • Table stakes are your worst enemy – the ideal window of opportunity for entering a market with a product-led MVP is close to the stage of early adoption. Once a market matures, more vendors emerge offering similar features (table stakes), early market differentiators quickly migrate to table stakes, and your ability to deliver unique differentiators decreases.
  • Number of features required for MVP – when you enter an emerging market at the optimal time you don’t require a large MVP. The later you enter the market, the more features you require to gain traction – differentiators are hard to identify and table stakes are plentiful. If you’re entering the market late, then your MVP will need to be much larger to accommodate the required table stakes.
  • An MVP is not always small – when it comes to an MVP, there is no one-size that fits all. Depending on the use case and the maturity of the market, an MVP can vary in size from very small to very large. If you intend to enter a market with a small MVP, you need to find an emerging market with a single scenario use case. The more scenarios you serve and the more use cases you automate, the larger your MVP needs to be.
  • Remove price as a point of friction – when planning your product-led MVP you should seriously consider taking pricing out of the equation in the first instance. Early release under a ‘free in beta’ model, or long free trial allows you to focus your attention on improving your product features and eliminating pricing as a point of friction.
  • No need to overdo your launch – If you’ve done everything right then you shouldn’t need to invest too much time or money on your launch. Ensure the right measures are in place so that you can make corrections quickly, and let your user base grow naturally.

Planning a product-led MVP requires much more than a focus on product performance alone. To learn more about the topics covered in this blog, including examples from the Scheduling software market, watch the full presentation here: CEO TALK: Planning a Product-led Minimum Viable Product (MVP)

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