How it Works
GReminders sends SMS reminders to your Salesloft people so they show up for their appointments. Our reminder templates include advanced criteria that allow you to send specific reminders based on event title, description, time, confirmation status and more. You can send initial booking reminders, standard reminders, and follow-up reminders. You are also able to send automated reminders when clients reschedule or cancel appointments. There are no limits on how many reminders you are able to send per scheduled event and can choose to schedule reminders from 1 year prior to 1 year following an appointment, giving you great flexibility and follow-up scheduling options.
Ask your clients to confirm their appointments and receive confirmation by SMS texts and/or emails and also see confirmation on your calendar. You can even send additional reminders to clients who fail to confirm their meetings, eliminating even more no-shows.
Automate your scheduling with an online booking calendar. Host your calendar with custom colors and banner at GReminders or embed your booking calendar on your website. Our system includes event templates for one-on-one events, group events or round-robin and all together team events. Once integrated with Salesloft, new contacts are added automatically to your Salesloft people.
Our event templates allow you to control your schedule down to 5-minute increments, include a double-booking option and unlimited custom questions. Not only can you include custom URLs to post booking pages, but you can also include variables to pre-fill intake forms on those pages.
- Start your free trial with GReminders
- Select Integration from the Main Menu and scroll down to Salesloft
- Enter your Salesloft username and password
- Choose the Setup Options (below) that you would like to use
Setup Options & Features:
1.) Pull Best Phone Number from People
b. When a Salesloft user creates a meeting on the Salesloft calendar that is connected to Google or Outlook, our system will pull the information from Salesloft and send reminders on the event
2.) Create a Note against the Matching Person as an Activity
When reminders are sent from GReminders to Salesloft People, a note is created against the matching Person as an Activity.
3.) Create New Person in Salesloft when New Meeting is Booked
If new contacts schedule events using GReminders automated scheduling, new People records are created in Salesloft.