In today’s fast-paced business landscape, efficient meeting scheduling is a critical component of the buyer’s journey. Accordingly, a well-executed scheduling solution can streamline processes, improve customer experience, and ultimately drive revenue growth.
Key Insights from Our Survey: Why Businesses Need a Meeting Scheduling Solution
In a recent survey conducted by LeanData, we gathered insights from our customers who use our meeting scheduling solution, BookIt. In this blog post, we’ll share the key findings from the survey. Most importantly, you will learn:
- The top problems businesses are trying to solve with a scheduling solution
- Why they chose BookIt
- How they measure the ROI of BookIt
Here’s a little bit about the respondents.
The majority of survey respondents work in revenue operations, followed by marketing operations and Salesforce admin roles. All survey respondents use LeanData for Orchestration as well as at least one BookIt product.
74% of respondents were using another scheduling automation solution prior to BookIt.
The Top Problems Businesses Are Trying to Solve with Scheduling Software
When asked about the primary challenges our customers are trying to solve with an automated scheduling solution, survey respondents highlighted three key areas:
- Speed to Lead: 83% of businesses want to connect prospects to the right rep as quickly as possible
- Accurate Assignments: 72% were focused on ensuring every lead or account is assigned to the correct rep
- Customer Experience: 48% want to align with their customers’ buying preferences
What Prompts Businesses to Research an Alternate Scheduling Solution?
Many respondents had previously used another meeting scheduling solution, but chose to switch to LeanData BookIt. The top reasons that prompt businesses to research an alternate solution include:
- Consolidation of tools: Many organizations wanted to reduce the number of applications they were managing.
- Integration with existing systems: Seamless integration with Salesforce and LeanData ensured a smoother process. The new solution fit into their established workflows, especially regarding lead routing.
- Dissatisfaction with previous solutions: Issues such as poor support, high cost, and lack of features led many to seek alternatives.
- Improved usability and features: Users desired a more user-friendly solution with additional features like notifications, customizations, troubleshooting, and better alignment with sales processes.
- Cost and budget efficiency: Budget considerations played a significant role in the decision-making process.
“I wanted something easier to use, and that can do more with less errors. I also like that Routing and Scheduling are the same platform, so it makes it very easy to manage. Since I was the one managing it, having a tool native inside of Salesforce was also a huge plus! ”
Nicole Looker CRM Platform Manager, Rebuy
Why Do Businesses Choose BookIt for Meeting Scheduling?
The survey also revealed why businesses ultimately chose LeanData BookIt:
- Already using LeanData for Routing: The seamless integration with their existing routing rules made BookIt a natural choice.
- Tech stack consolidation: The ability to combine scheduling and routing into one solution.
- Integration with Salesforce: Seamless integration with Salesforce ensured compatibility.
- Advanced functionality: Features like audit logs and reporting were valued.
- Ease of use and setup: The user-friendly interface and no-code setup were attractive.
“The main reason we selected LeanData BookIt was its advanced automation capabilities combined with seamless integration with our existing Salesforce setup. This powerful combination enables us to streamline our scheduling processes, reduce manual intervention, and significantly improve the efficiency and accuracy of our sales operations. ”
RevOps Professional Mid-market Software Development Company
Measuring the ROI of BookIt: How Businesses Evaluate Results
Survey respondents shared multiple ways they measure the ROI of LeanData BookIt. However, the most common metrics used to determine ROI include:
- Time Savings: How much time was saved by reducing manual scheduling and automating this process.
- Number of meetings booked: Tracking the quantity of meetings booked and their conversion rates.
- Speed to lead: Measuring the time it takes to connect prospects with the right rep.
- Conversion rates: Analyzing lead-to-meeting, meeting-to-opportunity, and lead-to-closed-won conversion rates.
- Ease of use and operational efficiency: Assessing the reduction in administrative workload and improvements in routing accuracy.
- Revenue impact: Evaluating the impact of scheduling efficiency on overall revenue growth.
BookIt Case Study: Bitrise boasts a 54% conversion rate for meetings booked through BookIt for Forms
Seeing ROI Quickly with LeanData BookIt
The majority of respondents reported seeing ROI from BookIt within a few months or weeks. Further, a smaller percentage saw results within days or hours.
Ease of Implementation
Respondents reported that BookIt was generally easy to implement, with an average rating of 6 out of 10.
Survey Respondent Quotes:
“Support and Customer Service team is really great at supporting our efforts.”
“Erin was super helpful in walking us through the process every step of the way!”
Where Are People Seeing Increased Value with BookIt?
- 78% reported time saved internally on administration (Ops, BDRs, AEs, CSMs)
- 74% reported increased meeting assignment accuracy
- 70% reported increased meeting assignment speed
- 61% reported increased form to meeting booked conversion rates
- 48% reported more meetings booked overall
Key Takeaways
- Automated meeting scheduling is a must-have in your tech stack to improve speed to lead
- A solution that integrates into Salesforce and uses your existing lead routing rules will save administrative time and ensure accurate assignments
- How your organization measures ROI will depend on your needs. However, many BookIt users find what matters most is administrative time savings.
Thank you so much to all of the LeanData customers who shared their feedback and insights.
If you’re interested in learning more about how BookIt can transform your scheduling processes, request a demo today.
Ashley Ward
Ashley heads Customer Marketing at LeanData and is responsible for the development of strategic initiatives to drive growth and advocacy throughout the customer lifecycle. Her favorite part of Customer Marketing at LeanData is getting to know OpsStars who are transforming the way they work.
