![]() Next, Matt creates and assigns some permissions to appointment attendees (service resources) to make them available for appointment scheduling. ![]() And she’s able to assign resources more efficiently and help her team better address customer needs. But with Salesforce Scheduler, she doesn’t need to, because the entire appointment scheduling process is managed via a single window and all appointments-related data reside in a single, seamless system. Is Ryan’s expertise in wealth management being adequately used to help out the bank’s high-net-worth clients? Is that new insurance advisor spending enough time with her clients? What about the mortgage specialist?įola typically spends several hours a week tackling these kinds of questions and pulling up reports manually. Fola likes the idea of having greater visibility and more intelligent insights into her staff’s appointments. And Ryan’s boss, Folakemi “Fola” Onweagba-Johnson is sold on the plan. Recently, Ryan recommended his team implement Salesforce Scheduler. Let’s look a little closer at what Matt and Ryan are doing with Salesforce Scheduler.
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