RingCentral Integration for Close

Ask Less, Convert More

With any form, the more questions you ask, the fewer conversions you get. Do not make your prospects work harder than they need to. Ask only the most important questions and get the rest of the data from Salespanel.

Know Where the Lead Came From

Salespanel tracks the referrer and campaign data (UTM) for every meeting booked from your website. The information will not only help you know which campaigns are getting more demos booked but also help your sales reps understand how a lead found you and gauge intent.

A lead who came to your website after searching for a competitor’s product is very different from a lead who randomly found you through social media.

Know What Leads Did Before and after Booking a Meeting

Salespanel tracks the activities of your leads who schedule a meeting from your website. This information will help your team understand lead motivation and conduct better demos. You will have no reason to shoot in the dark or go only on the information provided by the prospect.

Get Prospects from Calendly Automatically Added to Your CRM

With Salepsanel, prospects can automatically be added to your CRM as soon as they book a meeting. You can also set up a custom workflow where prospects are sent to the CRM only when they are deemed qualified.

Track Future Actions after Meetings Conclude

Had a great demo? What happened after the meeting? Did the prospect sign up for a trial or get back to your website to gather more information? Or did they lose interest in your product/service?

Do not rely on email and telephonic conversations to know what prospects do after your meetings. Salespanel tracks them through every touchpoint and will keep tracking them as long as they continue to visit your website.

Know When Prospects Convert or Reach Important Milestones

Set up events and know when prospects who scheduled meetings buy or reach important milestones of their buying journey. Track conversions and know how many of your demos result in successful conversions.

Do the Same, for All Acquisition Channels

Everything you do with Salespanel for Calendly can be done for every acquisition channel. Capture leads from your forms, live chat, and email marketing campaigns and convert them into customers using Salespanel. Our product is compliant with GDPR, CCPA, and other global data regulations.

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