Sending Text Reminders with Salesloft

Reduce your No Show Rate on your Salesloft Meetings by sending Text or SMS Reminders prior to your Salesloft Meetings or Calls.





communicate with each other when the integration is complete you'll have three options to choose from option number one is checked by default it allows you to pull the best phone number from your sales loft people let's see how it works let's say that you would like to schedule a meeting with a person in sales loft emily in this example we'll schedule the meeting directly on google calendar microsoft's outlook calendar works the same way we'll invite emily as a guest using her email address now what happens next works completely behind the scenes but we can always see the process for ourselves and g reminders we'll click on the g reminders logo to refresh the screen you can see the event we just scheduled in the events list along with a bell icon and the number two indicating the number of reminders that are scheduled to be sent on this event we can click on the event to see more details emily's contact information was imported from salesloft into g reminders including your phone number this allows our system to automatically send the two text reminders that are in the queue in this example an initial notification and a 24-hour reminder you can program any number of reminders to be sent per event as many as you like up to one year before or after an event next let's look at option two create note against the matching person as an activity when selected any reminder that is sent by g reminders will be logged in sales loft as an activity under the matching person finally let's look at option three create person in sales loft when new meeting is booked in addition to reminders g reminders includes automated scheduling it can be found under event types here's a typical event type template that allows you to control your schedule down to five minutes prospects choose a date and time when you're available they include their contact information and any questions you may wish to ask an event will be placed onto your google or outlook calendar and the invitees calendar and a new person is created in salesloft with the contact information that was included during scheduling reminders will be sent on these events by g reminders just as if you had scheduled them manually when you integrate sales loft with g reminders you get phone number matching notification reminder right back and automatically create a new person when meetings are booked via g reminders all to help you put an end to no shows while eliminating the back and forth of scheduling start your free trial today no credit cards required at greminders.com






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