When businesses use an AI system to automate workflows, one feature often leveraged is a virtual appointment setter. AI can automatically book appointments using a proactive scheduler, and it can proactively offer times that are available on the sales agent’s calendar. This simplifies the entire process of setting appointments.
Reminders
Businesses that use an AI center with a virtual appointment setter can also benefit from another key feature: in-system reminders. Team members can get reminders to call leads, send documents, and more, and the reminders can be received as desktop notifications and via email. These types of reminders can also be leveraged to reduce no shows by sending automated appointment reminders to the lead itself.
Sales Team Monitoring
AI software that automates workflows can also offer businesses comprehensive sales team monitoring. Managers can get a complete look at the sales team’s activities. The virtual appointment setter will log appointments, and all communications are stored, labeled, and archived so that there is complete visibility into how the team is handling leads. As a result, managers have a better handle on everything that is going on in one convenient location.
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