Use Cases and Deployment Scope
We needed a way to automate scheduling meetings so our staff could use their time to service clients. When we first signed up for Calendly it was a bit of a learning curve however, we are on a good footing now.
The way we use it today is we have segmented our regions (East, Central, West) and each region has an associate from my team who manages the registration, integrations and is the main point of contact. Every user sets up their own Calendly account thru our license and manages it on their own.
Other Software Used
Salesforce Financial Services Cloud, Salesforce Marketing Cloud, Salesforce Service Cloud, DocuSign, CapIntel, Morningstar Advisor Workstation, Appway Platform, RPM, PureFacts, NaviPlan by Advicent, Conquest Planning, Seismic