Fantastic Customer Service and a Great User Friendly Product
February 07, 2019

Fantastic Customer Service and a Great User Friendly Product

Brad Meinen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Calendly

We use it to schedule sales and consulting meetings for multiple business units in our organization. Currently, it is being utilized in two of our business units. I has helped us address the need to sync our scheduling software with Salesforce and GoToMeeting, as that is what we were using for our CRM and video conferencing solutions. It also had a complex enough teaming capability to pool availability and also prioritize consultants within that pool. Their customer service has been second to none, and they helped us get our pretty complex scheduling requirements up and running within a week. I highly recommend this software.
  • Customer Service. This is hands down, some of the most amazing customer service I have experienced. Fast, knowledgeable, and probably the best at understanding the problems that I have encountered.
  • They have a high level of scheduling ability and options with the ability to pool availability, create teams, and create different event types (group, individual, etc.). You can also prioritize consultant or sales reps by seniority or just have it assign by round robin.
  • Integration with other software has been exactly what we needed. We used Salesforce and GoToMeeting, and it integrates seamlessly with both! It helps to have a knowledgeable Salesforce Admin who knows how to work with flows to make more custom event types with custom fields.
  • Their customer-facing UI does not have much customization. You can embed widgets or a link to schedule very easily, but the UI of the widget cannot be edited other than the text and icon image.
  • To add custom fields to the scheduling page and import them into Salesforce, you need someone technical that has an understanding of Salesforce Flows to integrate correctly. Fortunately for me, the Calendly staff helped walk me through how to update the flows, and now I am that technical admin.
  • It fully automated both our consulting scheduling using the custom fields and the ability to charge customers on scheduling (using Stripe integration). This was previously run and scheduled by our customer service department. We have saved a salary of about $35k a year not having to have someone manage this.
  • It automated the data transfer into Salesforce and the scheduling of a GoToMeeting. All of this was manual before and very clunky. We have saved about a salary of $35k a year not having to have someone manage this.
Full Slate was ok and had a pretty decent API, but their API was unsupported so it could have disappeared at any time. This always had us on edge, so we really wanted a solution that either had a supported API or a solution that didn't need the API. Calendly was that solution, it has native integrations that caused us to drop our need for the API and it was cheaper than Full Slate (at least for us and at that time, I am not familiar with the price comparisons now).

It had a lot of customization and was fairly user friendly, but not nearly the customer support of Calendly.
Calendly has been well suited for both sales and consulting for our company. I have not really encountered a scenario where it hasn't seemed appropriate to use them as they have helped remove every obstacle we have encountered. We do not have an extremely large staff, so we have not tested the software with hundreds of reps and consultants, so that is the only scenario when I cannot speak to its usefulness.