What happens when a meeting is scheduled?
The meeting is transferred to your sales system along with contact information, notes, and other relevant details. The sales representative receives the information neede…
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FAQ Description
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Do you support telephony integration with CRM?
We operate on a telephony-based system and can link call and performance data to your CRM for full traceability.…
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Do we need to switch CRM or sales systems?
No. The idea is that Eztablisher works in conjunction with the sales tools you already use. We tailor the setup to your current system environment.…
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Can we track the results of meeting bookings?
Yes. In the customer portal, you can track calls, activities, and booked meetings. This provides better traceability and makes it easier to see the impact of your work on…
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Can I view details about each scheduled meeting?
Yes, each booking is displayed individually, showing the company, contact person, title, contact information, and a brief description.…
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Can our salespeople provide feedback on scheduled meetings?
Yes, feedback on meetings helps us understand what happens after the handoff. It is used in our day-to-day work to adjust our target audience, qualification process, and …
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Can we track multiple campaigns at the same time?
Yes, if you’re working with multiple target audiences or campaigns, the results can be kept separate. This makes it easier to compare outcomes and see where the appointme…
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Can our employees have their own logins?
Yes, multiple people within the organization can be granted access. This allows both salespeople and management to monitor the work without having to share an account.…
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Is our data secure?
The integration is set up based on your systems, access permissions, and data management requirements. We review what data needs to be shared and ensure that only relevan…
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Is there an extra charge for the customer portal?
The dashboard is included as part of the customer experience. Please confirm the exact setup during your introductory meeting.…
