CRM Appointment
# Creating and scheduling appointments with customers is a central
activity of most customer oriented businesses. Sales, customer support,
and service personnel regularly spend a portion of their time getting in
touch with customers and prospects through a variety of means to agree
on a time and place for meeting for a sales conversation or to deliver
customer service. Appointment CRM is a relatively new
CRM platform
category in which an automated system is used to offer a suite of
suitable appointment times to a customer via e-mail or through a web
site. An automated process is used to schedule and confirm the
appointment, and place it on the appropriate person's calendar.
Appointment CRM systems can be an origination point for a sales lead and
are generally integrated with sales and marketing CRM systems to
capture and store the interaction.
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