If you have ever missed an important meeting because your Salesforce calendars weren’t in sync on your tablet, laptop, or mobile devices, you understand that one missed meeting can lead to a lost opportunity. Once you’ve scheduled the meeting by email you definitely want it to appear in your CRM calendar. How to schedule a meeting by email easier? During correspondence, you can incorporate an email and calendar integration tool such as Revenue Grid to improve the overall effectiveness of your sales process.Assistants and other teammates can be copied which helps with accountability and improved response rate from both sides.There’s a smaller margin of error less chance of mishearing, bad note-taking, or other miscommunications.Meeting details can easily be transferred from the email to inform meeting schedule to calendar apps.Emails for meeting request can contain calendar invites, links to RSVPs, directions, participant lists, and any other relevant information for the meeting.Both you and the contact can search old messages to refer to details about the meeting.Convenient back and forth for discussing time and place without any worry about interruptions to the conversation.In addition to this, there are many other benefits to settling an appointment email: Unlike texting, calling, or instant messaging on social media, email makes it easy to keep track of messages.
Email is one of the most convenient and organized forms of correspondence.
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