Planificateur

BF
Breandan Flood, 30 juin 2021
Remarque :La fonctionnalité Planificateur est disponible pour tous les plans d'abonnement de Pipedrive. Pipedrive's Essential and Advanced plan users are limited to one 'General availability' link, while Professional and Enterprise plan users can create unlimited links.


La moitié du combat qu'est la vente consiste à trouver le bon moment pour avoir des conversations substantielles avec vos clients. Le Planificateur de Pipedrive est un excellent outil pour contacter vos clients à une heure mutuellement convenable. Tous les abonnements comprennent la fonctionnalité Planificateur, mais celle-ci est d'autant plus efficace lorsqu'elle est utilisée conjointement avec la fonctionnalité Synchronisation des e-mails. Pour en savoir plus sur la Synchronisation des e-mails, veuillez consulter cet article.


Démarrer la planification dans Pipedrive

If you are on the Essential plan or don't have your email sync enabled, the Propose times tab will appear next to the Activity tab in the Detail View of any deal, contact, or organization in your Pipedrive account.

Screen_Shot_2019-12-23_at_3.22.14_PM.png



When using the Advanced or Professional plan with the Email Sync feature enabled, the Propose times option can be accessed from the Email tab in any Detail Page, or directly in your Email inbox. Once you create your scheduler links, you can enter them directly into the email composer to send to your customers.

Screen_Shot_2019-12-23_at_3.30.16_PM.png



When proposing times to your customers in Pipedrive, you may wish to consider whether you'd like to provide a link with your general availability and let the customer choose a time for themselves, or just select a specific time that you would like to propose.

Disponibilité générale

When scheduling for general availability, you are selecting broader timeframes with a customer. This is designed for larger windows that customers can book for your time, to speak on a regularly-scheduled concept, like providing a product demonstration or webinar.
If you have a more open schedule but want to allow your customers to book a window of their choice, select Set availability — or one of the availabilities you've already programmed — and provide your information.
To learn more about scheduling for your general availability in Pipedrive, click here.

Remarque : Les utilisateurs des plans Essentiel et Avancé n'ont qu'un seul lien « Disponibilité générale », les utilisateurs des plans Professionnel et Entreprise ont, eux un nombre de lien « Disponibilité générale » illimité.

Horaires spécifiques

When scheduling for a specific time, you are selecting specific slots for a one-time meeting with a customer. This is designed for ad hoc meetings, like lunch meetings or scheduled phone calls.
If you have a busy schedule and recognize that you need to schedule a quick meeting with your customer, select Pick times and select any free spots in your schedule to suggest them to your customer via email.
To learn more about scheduling for your specific times in Pipedrive, click here.

Gérer les heures proposées

To adjust the information for your specific times or general availability Scheduler links, simply select Propose times > Manage availability to manage your General availability, or the Gear icon next to Pick times to manage your Specific time slots.

Screen_Shot_2019-09-30_at_2.35.05_PM.png

When you get to the page where you see the General or Specific Scheduler links, you can click on the following buttons to manage your links:

  • Développer
    Afficher les créneaux disponibles dans le lien de Planificateur spécifié
  • Icône corbeille
    Supprimer ce lien de Planificateur
  • Icône de prévisualisation
    Prévisualiser ce que le destinataire du lien recevra
  • Partager
    Partager le lien de Planificateur


Screen_Shot_2019-09-30_at_3.45.37_PM.png
Screen_Shot_2019-09-30_at_3.53.30_PM.png


To delete specific time slots in a link, you can click on the link directly and click on the Trash can icon next to the time slot you want to delete.

___delete_time_slot_.png


Les mises à jour de lien sont automatiques. Ainsi, les informations que le client verra seront automatiquement mises à jour sans avoir besoin de renvoyer le lien.

Réserver un créneau horaire

Après avoir sélectionné l'horaire à partir de l'une des options ci-dessus, un lien sera automatiquement généré dans le corps de l'e-mail que vous rédigez. The associated text can be changed to whatever you feel fits the tone of your conversation.

Screen_Shot_2019-02-27_at_11.32.14_AM.png



When clicked, the customer will be able to see your set times, choose one that works best for them, and officially confirm booking that time on your calendar.
The customer will also receive a calendar invite at their provided email address, so they won't forget about your important time scheduled together.

Screen_Shot_2019-02-26_at_9.12.33_PM.png



By selecting a time-slot and providing their relevant details, the meeting with that customer will be saved as an activity in your Pipedrive account, at the time selected by your customer.

Any information provided by the customer — like their name, phone number, and the response to any fields you've programmed in your meeting invitation — will be saved as a note associated with that activity, so you can easily reference it before you speak to your customer.

Screen_Shot_2019-02-26_at_9.16.14_PM.png
Cet article a-t-il été utile ?

Oui

Non

Articles connexes

Vous avez des questions ?

Nous contacter