As a HubSpot user, you want to get the most out of your platform and find ways to maximize your sales productivity. One way to do this is by using GReminders with HubSpot. GReminders is an AI-powered end-to-end meeting management platform designed primarily for professionals like financial advisors that can help you increase sales productivity […]
Meeting Types have multiple purposes: they can offer high visibility into the performance of your organization AND can be used for Notification Purposes. We will explore all the uses here. Your organization has lots of meetings both internally and with clients and customers. Are you tracking these meetings? Do you know the productivity of your […]
If you have forms you would like your clients to fill out prior to meeting with you, GReminders has a solution to help you expedite the process. When your clients book an appointment with you using your GReminders online appointment scheduling calendar, you can pass their information to 3rd party forms, like Google Forms. Prepopulating […]
Introducing GReminders’ Chrome/Edge Extension. What is It? Its a companion “app” that resides in your Chrome and Edge Browser (other browser support is coming), that allows you access to quick actions. We call it the GR Sidebar. As you know, GReminders tries to be a “background” application, which generally, once setup, just works in the […]
Do you have clients you meet with on a quarterly, bi-annual, or annual basis? Use automated text appointment reminders to remind your clients when to schedule their next meeting. Since many clients may be scheduling appointments with you at the same time of year, expedite the process by utilizing automated online scheduling from GReminders. In […]
Note: Voice Reminders are available with any Pro Plan in the United States, Canada, and selected countries. Each message is equal to one SMS credit. To learn if voice call reminders are supported in your country, contact [email protected] Did you know that GReminders allows you to send automated voice reminders to clients? It is one […]
If you use GReminders automated online scheduling, integrate GReminders with a CRM such as Salesforce, Hubspot, or SalesLoft, or use GReminders Contact Matching feature, read THIS ARTICLE on personalizing your reminders. We all know how important it can be to add a client’s name to any type of automated or mass correspondence, whether it’s a […]
Video conferencing software has become the most vital component of any successful and productive team. The Zoom plugin for Outlook allows people to collaborate and meet “face-to-face” when they can not meet in person. Zoom humanizes remote meetings, which is essential when making users feel connected and engaged. In recent years, Zoom has exploded as […]
Do you use HubSpot for your CRM? Manage all your contacts and activity in one place? Want to send SMS or Email Reminders for your Meetings in Google Calendar or Outlook? You have come to the right place. Here we discuss how GReminders uses HubSpot to send SMS/Email Reminders to eliminate your No Shows, and […]
We have compiled a library of appointment reminder templates you may wish to use while setting up your reminders. A sample message appears just above the actual template. Copy and paste the text, complete with custom fields, into your reminder template and make any minor changes that will help you customize the appointment reminder for […]
