Nurturing Sales Leads with Online Scheduling

Read Time: 5 minutes

Author - Olga Kamylevich

Olga Kamylevich
Published: May 18, 2018

Nurturing Sales Leads with Online Scheduling

Your company has armed the sales team to the teeth with every selling tool in the market. From a CRM platform to a dialer to a library of content pieces from the marketing team. However, there is one piece of software that may be missing. It is a piece of software that fits seamlessly into a B2B selling tool suite: online appointment scheduling.

The B2B sales cycle is a sales process with little variance in most industries. The steps in the process all tend to be the same and it is usually the length of the cycle that can vary the most.

A B2B sales cycle can be outlined in 6 stages:

  • Prospecting
  • First Contact
  • Qualification
  • Presentation
  • Evaluation
  • Closing

Incorporating online appointment scheduling during some of the key stages of the sales cycle not only lightens a sales rep’s daily task load during the process, it can also help facilitate the sale.


Filling up the top of the sales funnel is hard work. Whether your company has a dedicated SDR team or your salespeople do their own hustling to fill their pipeline, prospecting can be time-consuming.

Besides cold calls and emails, your company can support your sales team’s prospecting efforts by implementing self-scheduling across several online channels. Embedding scheduling CTAs on your company’s website, microsites or landing pages that showcase important features, offer interesting content or pricing pages can compel a visitor to click for more information.

First Contact

Sales teams can expend a lot of time and energy researching prospects. Not only is there research to be done, but they may also need to compose the perfect email and phone script. These first touches are most often a soft pitch, an introduction rather than a hard sell. Your team may be sending an email and following up with a phone call or vice versa. If the sales team has done their research, the information that is provided is highly relevant to the prospect’s industry and particular needs. Once the first contact is made, the last thing a sales rep wants is to make it difficult for their prospects to connect with them again.

Adding a self-scheduling link to an email signature or to the marketing collateral included in the email presents a prospect with the opportunity to schedule a short meeting with an SDR or sales rep to learn more about your company, its product or services.


A sales cycle may include more than one discovery call. A sales rep’s first meeting with a prospective client may not have been with the decision-maker but rather a gatekeeper. In this case, your sales rep will need to organize another call. A sales rep providing a scheduling link to the new contact removes the hassle of email and phone tag that normally occurs to get such an important call booked.


In this critical stage of the sales process, your sales rep can be partnering with several other internal departments. This stage can be quite lengthy depending on the size of the prospective client organization and the number of departments that may be using your company’s product or service. Your sales rep could be facilitating anything from reviewing redlines in a contract, overseeing a technical scope with your engineering team or perhaps they are asked to do a third demo.

Online scheduling helps a great deal in responding to proposals from prospects as well as returning customers. It also helps avoid those dreaded “no-decision” losses.

An Extra Helping Hand

The role of appointment scheduling throughout the sales process can be a valuable tool. It can not only support a sales team during every stage of the sales process, it can also help guide prospects through the customer journey and help reduce the length of the sales cycle.

Salespeople benefit from not having to chase after a prospect for a meeting date and time, prospects can enjoy the convenience of the scheduling experience. Online appointment scheduling software also connects with your company’s CRM platform, recording a prospect’s contact information, saving your sales reps time on such manual tasks. Improving the “last mile” of selling and customer interaction, online scheduling gives your sales team an edge over those sales teams that do not have it.


This article discusses how online scheduling tools can streamline the B2B sales process, reducing time spent on prospecting, first contact, qualification, and evaluation stages, ultimately leading to quicker sales cycles and improved customer engagement.

Table of Contents


Start your scheduling journey right now!

Create a SUMO account in seconds.

Recent articles

Join SUMO at Midwest Dreamin’ 2024

SUMO Scheduler at Midwest Dreamin' 2024: demos, booth #1, and a fun Happy Hour.

SUMO Scheduler Shines at Southeast Dreamin’ 2024 in Atlanta!

SUMO Scheduler excels at Southeast Dreamin' 2024 with demos, training, and vibrant community events.

SUMO Scheduler shined as Platinum Sponsor at Texas Dreamin’

SUMO Scheduler's successful Texas Dreamin': great connections, Demo Jam, and Happy Hour!

Some of the most important things in these tools

Unleash the power of intelligent scheduling

Get Started

Collaborate on meeting scheduling, share calendars, and manage availability easily with the SUMO.

Contact Us

When your team has unique scheduling use cases, advanced security requirements, or pricing questions.