Can I route that?
Revenue Teams often assume automating their meeting scheduling is impossible because of one or many of:
- Complex routing logic that changes by region/segment
- Multi-step qualification requirements
- Unique business rules that don't fit standard tools
- The need to coordinate across teams
The result? Majority of B2B SaaS companies (63% out of 1000 companies surveyed, to be exact) still rely on manual follow ups for demo requests, resulting in on of the the highest intent path to pipeline being ignored. This guide draws insights from companies like Freshworks, Planet DDS, Nooks, Paystone and more and is designed to help you answer all your questions around ‘Can I automate that demo request?'
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Stop losing leads to restricted routing setups. Match and assign meetings based on any custom object in your CRM.
Maximize your event ROI! Manage pre-event and on-site scheduling effortlessly.
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Boost conversions with personalized booking. Let prospects schedule the perfect meeting type while maintaining your routing rules.
Send perfectly timed reminders that get prospects showing up to meetings.
Turn email conversations into booked meetings. Let prospects book with one click directly from your emails.
Never misroute a lead again! Use any Hubspot property to automatically match prospects with the right rep.
Customize every touchpoint of your meeting scheduling process to match your brand.
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