Customer Meeting add-on: schedule, meet and engage with customers

In May 2022, we announced the acquisition of Vectera, an innovative customer meeting platform software to schedule and host meetings. Since then we’ve been working on deeply integrating the Vectera software into Teamleader Focus. With the new Customer Meeting add-on as a result.

As a customer, you get the choice of whether you want to make use of this functionality. That’s why it’s called an add-on: you can add it on top of your existing Teamleader Focus plan. Think of it as a Marketplace integration, but a lot more deeply connected with Teamleader Focus.

You’re already using Teamleader Focus to run (most of) your business. Chances are you’re also conducting business online, via video meetings, for example. We want to help you do more business online in a professional way. With the new Customer Meeting add-on, you give your customers that little extra professional service that makes the difference, from first contact until long after your final invoice. Easier, faster, less hassle, and a better experience for your customer.

According to research done by Gartner, by 2024, only 25% of business will take place in person. So even if you’re not already doing business online, chances are you will in the future. And if that’s not enough, Wainhouse calculated that a company could save up to 11,000 dollars annually per employee by using video conferencing software.

An easy-to-use add-on to communicate and collaborate with customers, both online and offline, might just make the difference. And the fact that it’s integrated into your Teamleader Focus account is another big plus.

So what does the Customer Meeting add-on do, exactly? Read all about it below, or watch this short video:

Don’t let business hours dictate your hospitality. No more endless puzzling or back-and-forth mailing to get a meeting scheduled. Let customers or leads book an appointment with you based on the slots in your calendar you pick, even if you’re not online. Place a booking link on your website, define different appointment types and have them appointed to an available colleague immediately. You stay in control of your planning while still applying an open-door policy. Easy, efficient, yet still approachable and customer friendly, and perfectly combinable with your Google, Outlook or Google calendar.

Having an automatic booking link on your website isn’t only useful for your existing customers. It can easily turn your website into a lead magnet, making it easy for potential customers to contact you and directly book a meeting. So sit back, relax, and watch the deals flow in (you’ll still have to do the actual work, though…).

Wouldn’t you just like to 'wow' your customers with the simplicity of working with you? The Customer Meeting add-on makes it possible. You’ve already learned about easy scheduling, now you can continue that professionalism while meeting them online.

Besides branded quotations and invoices, you can now welcome leads and customers in an online environment styled in your branding. Use pre-made meeting templates with a defined meeting structure for organized meetings, share your screen, or share documents. All in a well-secured environment, no matter which device you’re using.

So now that you can both schedule and meet with leads or customers, can you also keep them engaged? Don’t worry, we got you: use whiteboards during online meetings to support your presentations or pitches, or work together on documents during screen sharing.

All documents, notes, and chats are saved in a shared customer environment, so you can seamlessly pick up your conversation where you left off.

If you’re already using Teamleader Focus, you’ll find a few places to activate the Customer Meeting add-on. You can look around for them in Deals or in your Calendar. Or you can just click this link to activate it!

The Customer Meeting add-on comes in two packages, one paid version (Beyond) and one free version (Basic). So anyone can make use of better customer meetings without having to pay. The paid version costs € 15 per active add-on user per month (billed annually) and gives you access to more advanced features such as custom appointment types and branding options.

However, if you activate now, you can use the full, unlimited add-on functionality for free until December 1st, 2022. So why wait? Activate it now!