Calendly Launches Routing for Sales and Marketing Teams to Drive Revenue

Calendly, the modern scheduling platform for high-performing teams and individuals, today announced Calendly Routing, a new solution built to empower sales and marketing teams to qualify, route, and schedule meetings with high-value leads and customers instantly from their company’s website. The new solution integrates with Marketo, HubSpot, and Salesforce to help sales, marketing, and customer success teams close deals faster using the essential industry tools within their tech stacks.

Economic fluctuations and shifting consumer behaviors are putting immense pressure on organizations. Customers hold more power and expect real-time responses as companies risk losing business. 82% of sales professionals say they’ve had to adapt quickly to new ways of selling according to Salesforce’s State of Sales Report. Revenue teams across sales, marketing, and customer experience are being impacted in the process facing increased demands to deliver more leads faster, and in turn, more revenue with fewer resources.

“The most effective, well-oiled revenue machine teams know that if you’re not engaging with a lead at their moment of interest, you’re creating a poor customer experience and opening the door to competitors reaching them first,” said Jessica Gilmartin, CMO at Calendly. “We are excited to drive even more value for our customers by helping them achieve a more efficient and easy sales process with Calendly Routing.”

Calendly Routing is built on Calendly’s robust and sophisticated core scheduling platform that meets revenue team needs throughout the customer lifecycle. Companies will be able to enhance the customer journey from the moment a lead engages with their website and submits a form requesting to speak with the sales team.

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Increase website and email conversion by qualifying leads in real time

A lead or customer can book a meeting on the spot after completing a HubSpot, Marketo, or Calendly Routing Form on a website if they meet specified criteria. Forms can be embedded on a website or shared as a link in email to eliminate the back and forth of coordinating availability while providing a consistent customer experience in the process.

“Calendly Routing is a remarkable product for go-to-market teams,” said Scott Brinker, VP of Platform Ecosystem at HubSpot. “It turns buyer interactions into meaningful, instantaneous opportunities, all within an intuitive scheduling platform that so many marketers and salespeople know, love, and trust. We’re excited that Calendly has built this excellent integration for HubSpot customers to help accelerate sales engagement.”

Automatically route leads and customers by Salesforce ownership

Calendly Routing will automatically look up and match existing customers and leads to their account owner from Salesforce before prompting them to schedule a meeting. The solution makes it easy for buyers to connect with the right salesperson at the right time without time-consuming, manual reassignments.

“Smith.ai’s mission is to help business owners succeed through quick and efficient customer engagement,” said Bryce Kropf, Senior Sales Manager at Smith.ai. “The potential to convert inbound leads into qualified demos – with the right account executive – is what intrigued us about Calendly Routing. We’re seeing an incredible 70% conversion rate of meetings booked through the form. The experience is clearly resonating with customers and it’s driving better end-results for our sales and marketing teams.”

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Scale business performance with one centralized scheduling platform

Organizations are looking to increase company-wide business performance as workers navigate distributed work, an influx of communication and collaboration tools, and greater competition. Calendly is the only centralized automation platform built for scaling scheduling across the entire organization with robust team features, solutions, and integrations; deep analytics; and enterprise-grade security including SCIM provisioning. With Calendly, teams can focus on closing more deals, retaining more customers, hiring more top talent, and maximizing productivity.