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CalendarAnything 2024 Demo | CalendarAnything for Salesforce | YouTubeToText
YouTube Transcript: CalendarAnything 2024 Demo
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Video Summary
Summary
Core Theme
Calendar Anything is a native Salesforce application designed to enhance time management and scheduling for sales teams by providing flexible, visual calendar views and enabling self-scheduling capabilities for clients.
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hello my name is Janelle BR barck senior
director of app exchange sales and
alliances this recording will give you
an overview of calendar anything by
providing a demo of the different views
and calling out some key features and
functionality our clients
love I'll close out with how to engage
our team to learn more and to take it
for your own test drive
calendar anything allows Salesforce
users to visualize and schedule on any
date or date time field within
Salesforce including the ability to
allow your audience to self-
schedu calendar anything is an
all-in-one schedule and calendaring tool for
for
Salesforce improper time management is a
common paino we hear from clients we
understand how challenging it is to keep
your sales team on track as they manage
and prioritize tasks related to the many
sales Cycles they have going at once it
can be overwhelming without a calendar
UI to house it all then as a manager
ensuring that workload is distributed
evenly no more missed opportunities due
to inefficiencies and resource
allocation calendar anything solves many
pain points for sales teams and for that
reason we'll be demoing from a sales
Cloud environment but please keep in
mind the art of possible calendar
anything is Salesforce cloud and
Industry agnostic meaning that is
compatible for any Salesforce Cloud any
Salesforce product and most licensed
types you can customize it for any
industry if you would like to see an
industry specific demo please reach out to
to
us calendar anything is a native
application of Salesforce meaning that
it just lays on top of Salesforce as a a
visual component it respects any
workflow triggers and sharing settings
that are established within the Salesforce
Salesforce
org all private data stays within
Salesforce and as calendar anything is a
native application of Salesforce data is
updated in real time and is always
accurate and up
toate we always adhere to Salesforce
best practice and security
processes calendar anything is plug-and
playay and requires little to no
expertise to set up and maintain for the
long term it was built solely for the
Salesforce platform and as such our
entire team are Salesforce
experts now that I've given you a brief
overview let's hop into the different
views that calendar anything
provides as I stated earlier you can
visualize any record within Salesforce
as long as a date or date time field is
attached calendar anything allows you to
create calendars off of a single object
for each calendar this calendar is built
from the opportunity object and the Clos
date field The View I'm showing right
now is a month view but there are many
different views and features for users
to make decisions at a glance saving
your team valuable time one way to save
your team time is by being able to make
decisions quickly via multi-level
conditional coloring we've toggled on
multi-level conditional coloring to
color code on up to three different
fields in this case we're color coding
off of
stage opportunity amount being greater
than or equal to $10,000 and if the
opportunity type is new
business you can see that this record
criteria the day view shows all events
listed at the top which a Clos date for
an opportunity would be considered an
all day event so I'm going to go ahead
and over lay the team events calendar to
show hourly events in this view you can
click to view additional information and
this is completely customizable based on
the fields that are on the object and
hyperlinks allow users to navigate
Salesforce day grouping is great for
resource allocation and appointment
Management Group by any field cues
public groups or custom groupings in
this case we're grouping by assign to
and I can quickly drag and drop to
reassign you can see that color coded
happens automatically and double click
into the record shows that the update to
Salesforce is automatically happened in real
time week view gives you the same all
day events listed at the top with the
hourly events listed below you can
manipulate the data by drag and drop
drop
pencil the edit window is completely
customizable based on fields available
on the object and this makes updates to
Salesforce as easy as possible to the
enduser we also support Salesforce
flows the agenda view is perfect when
viewing calendar anything on a mobile
device no need to download another
application as calendar anything lives
within the Salesforce mobile
application swim lanane is another great
view for resource allocation and making
decisions at a glance as it offers
grouping options and time options to
view by hour by day or by week you can
also filter to see the data you need
quickly as there are many different ways
to slice and dice data like filter
sets as a sales director I only need to
see deals that are in certain stages
filter sets let me go from a holistic
view down to a filtered view easily in
quickly as a sales rep I can quickly
create new opportunities as I'm speaking
with my customer knowing that all the
most important information will be front and
and
center I'm able to do this with calendar
anything custom create form or by using
form Gant view is one of our most
popular views it's great for seeing
Trends and many records over long
periods of time Gant view allows users
to view up to 4,000 records in a single
View and with all this information we
provide not one but two levels of
grouping within calendar anything Gant
view these groupings are important to
quickly understand the data being shown
Gant view offers both dual field
grouping and time grouping for instance
I can view by day for the next three
years this also offers two different
levels of field groupings in this case
we're grouping off of opportunity owner
and subgrouping off of the account name
this is great for pipeline management
for sales managers to prioritize deals
and flight creating a group calendar
will give managers a holistic view of
all opportunities and events grouped by
creating a group calendar will give the
sistic views and you can in this case
click into a record to see additional
information drag and drop to update the
date and even create re related
records for an
opportunity so I'm going to go ahead and
ask you can also embed calendar anything
layout so viewing all of these events
tasks and opportunities related to a
certain account is great when you're
embedding a calendar in a layout it
allows users to see a dynamic calendar
relating to in this case an account so
we're showing all of the opportunities
related to this particular account
as calendar anything is usually
leveraged by many departments with many
different use cases having different
display settings for end users is
imperative as I mentioned before
calendar anything is highly configurable
and customizable to use cases and end
user preferences our display settings
allow users to see calendar anything in
a manner that makes sense for their
day-to-day in our day view we can
quickly update the duration of time
slots from 30 minute time slots to 60-
minute time slots
weekends there are many different
display options available so please
reach out to our team to ensure you and
your users are getting the view that they
they
desire have you ever struggled to
schedule appointments resources event
spaces or assets with customers and
other stakeholders well now you can
bypass the endless back and forth of
traditional appointment and asset
scheduling with calendar anything availability
availability
scheduling calendar anything allows your
audience to self- schedu and your team
to visualize and manage bookings all in
UI in the following scenario Janelle is
interested in booking a showing for a
new set set of apartments that have just
been built Janelle has clicked book a
showing on our website and is now
presented with a page to enter
information to schedule a property
showing these fields are easily
customizable and configurable as they're
simply pointing to fields in
Salesforce with a little Salesforce
magic the information entered here can
be passed to Salesforce as a new contact
or lead or can be matched to an already
existing contact or lead this
streamlines the entire lead generation
process to ensure teams can follow up or
Market to any leader contact easily via
Salesforce now based on the information
that she's entered a different set of
availability will show based on the
property that Janelle is interested in
as different agents are assigned different
properties now Janelle can select a
showing that works well for her schedule
she can see additional information about
the property and again these fields are
easily customizable and configurable as
they're simply pointing to fields and
Salesforce now she's ready to book her
appointment she can add some additional
notes about needing a unit that is pet
friendly again the fields you see here
are easily configurable and
customized now that her appointment is
confirmed she's got an email
notification confirming her appointment
and she can reach out to our leasing
cancel now that Janelle is all set up
with her agent Stephanie let's take a
look at what the agent sees Stephanie is
hopping into Salesforce to check out the
showing that was just booked with her
but first she needs to make an exception
to her availability schedule as she's
going to a real estate conference later
this month and needs to let her
prospects know that she can meet with
them during a certain day left click on
the availability calendar to adjust the
availability of a resource Stephanie is
updating her availability showing that
20th so she can just go in and drag and
drop to remove that
apply now you'll see that the
availability on the 20th has been
now let's take a look at that showing
that was just booked within this Gant
view Stephanie can see all of the
showings that are booked with her and
her T and her team grouped by property
type and agent here is the booking that
Janelle made Stephanie can click into it
and see that note that Janelle wrote
about wanting that pet friendly
apartment and again all the fields you
see here on popup are completely
customizable as there simply pointing to
Salesforce we know that reals are always
on the go the ability to view these
showings in an agenda view on a mobile
device is a game
changer in summary calendar anything
availability scheduling streamlines your
appointment booking process allowing
customers and other individuals to
easily book appointments it integrates
directly with sales Force automatically
creating and updating leads contacts and other
other
objects and finally it allows your users
to easily control their availability and
visualize the data with calendar
anything's native visualization
capabilities the possibilities are truly
endless with calendar anything and we're
just scratching the surface with this
demo we'd love to show you a more
tailored demo so reach out to us at
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