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Zoho CRM Integration with Acuity Scheduling

We’re all guilty of “just being so busy!” These days, it seems like our busy and complicated schedules have completely consumed our ways of life, disrupting how we can truly connect with others. Taking care of ourselves began to sink lower on our list of to-dos, and eventually our doctor’s appointments would never be scheduled, our self-care days never happened, and that yoga class we always wanted to try never made it to Instagram.

Our digital age has provided some solutions to this problem for us. Making phone calls to schedule a meeting or an appointment became too much of a time-suck, and since we’re almost always connected digitally in some way, it makes sense that there are now capabilities in which we can schedule an appointment or book a meeting within seconds – without being put on hold or playing phone tag. You can do it in the middle of the night or on weekends – and receive a confirmation text or email within minutes.

If your business needs a model like this so you don’t lose prospective clients or damage the relationship you have with existing ones, Acuity Scheduling can work with your needs to customize the model so it fits your specific requirements. This kind of consumer satisfaction is paramount in today’s time, as immediate response is a feature that almost every customer and client can appreciate.

How your Zoho CRM can work with Acuity Scheduling

  • Automate your calendars

It’s no secret that we’re all completely dominated and run by our devices. Our email accounts and calendar applications allow us to operate our business on the go without missing a meeting. When your clients and customers have the capability of booking their own meetings or appointments, this information will transfer to your own calendar so that you’ll be aware of what’s coming and who you’ll be seeing soon. By syncing your calendar with Acuity Scheduling, your network will be able to work around your schedule so that you won’t be double-booked or be scheduled outside of your work hours. Additionally, this means you won’t miss any contact when it comes to changes or updates to timing, and if your client really needs to get a hold of you outside of scheduling matters, you can ensure that their message will be heard since it is outside of the Acuity Scheduling application.

  • Provide immediate confirmation

Our digital world has made us accustomed to immediacy. We can find answers in an instant thanks to search engines, we can order products online and have them delivered to us within hours, and we can use our devices to help us navigate, get caught up on news, and even manage our finances – all during our morning commute. With Acuity Scheduling, your customers and clients will receive that same kind of immediacy after scheduling a meeting or appointment. This will also allow them to have the opportunity to change or cancel their scheduled time, which also means that any adjustments to the time will be reflected on your calendar as well. This automated confirmation notification can also be shared in your Zoho CRM so that your internal teams will be aware of this in the event the appointment requires additional attention within your company.

  • Update your clientele base and prospect list

When your clients and customers make their appointments through Acuity Scheduling, you’ll also have the ability to update your prospect and lead list. Since Acuity Scheduling can be integrated with your Zoho CRM, any time your client list changes, your Zoho CRM will be updated so that your lead list will reflect those changes. If you’re looking to spread your brand’s message and expand your reach, you’ll be able to see the benefits there with your expanded contact list as you grow.

  • Competitive pricing to fit your needs

Naturally, every business is unique and requires individual capabilities that differ from your competitors. Acuity Scheduling has multiple packages that can fit not only the size of your teams but also your needs as a growing company. It’s likely that your business intends to grow, so they can also work with your teams to figure out what works best for your company and your goals.

  • High security for you and your customers

It’s always an area of concern when it comes to transferring personal and financial information digitally. It can be a bit intimidating to think about where that data can go, but Acuity Scheduling is aware of the importance of keeping this data safe and sound, so it works in compliance with HIPAA to ensure the best security when it comes to your customers’ personal information. This will also work with your Zoho CRM so that the data is encrypted so that only the certified individuals have access to it. This will provide relief and confidence in both your customers and your company.

  • Arm your clients with self-sufficiency

There’s something to be said when an experience can be independent and self-sufficient. When making an appointment over the phone or in-person, there isn’t always a confirmation delivery that your scheduling attempt is confirmed. But with Acuity Scheduling, you can provide a sense of DIY for your customers that will allow them to feel empowered and in control, which will solidify and strengthen the relationship that you have with your customers.

It’s incredibly easy these days to get wrapped up in our busy schedules and not take the time we need to take care of ourselves. But with the integration of Acuity Scheduling and your Zoho CRM, your customers won’t have to worry about their appointments slipping through the cracks, and your relationship with your client base with strengthen as a result. You’ll provide them with confidence and self-sufficiency to take care of the tasks at hand easily and effectively, and they’ll feel seen and more in charge of their own schedules – because you’ve given them that power to adjust as they see fit.

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