Enhance Customer ExperienceScheduling Tool
導入効果
Streamline Customer Follow-Up
Eliminate the hassle of scheduling via email or phone and accelerate everything from onboarding to regular meetings. Capture every customer interaction to improve retention and lifetime value.
Allow customers to book meetings directly via your support portal, reducing the administrative burden on your team and enabling a focus on strategic tasks.
Embed your Jicoo link in email signatures or knowledge bases so customers can schedule meetings whenever they need assistance.
Automate pre-meeting reminders, post-meeting follow-ups, and additional information delivery to provide a consistent customer experience that drives retention and upselling.
Support one-on-one sessions, team meetings with multiple representatives, or round-robin inquiry handling to flexibly cater to a wide range of customer success initiatives.
Smooth CS Operations with Automated Scheduling
Automate cumbersome scheduling with calendar integrations. Consolidate various customer touchpoints—such as regular QBRs, post-implementation follow-ups, and check-ins—in one centralized system to boost customer satisfaction through rapid response.
Google Calendar
Reflects appointments in Google Calendar to the appointment calendar and blocks them in real time. When an appointment is made, it will automatically create an appointment in Google Calendar.
Outlook / Office 365
Reflects Outlook appointments in the appointment calendar and blocks them in real time. When an appointment is made, it will automatically create an appointment in your Outlook calendar.
Zoom
You can set up Zoom as the method for accepting bookings. When a booking is made, a Zoom meeting URL will be automatically issued and shared with the guests.
Jicoo Quick Start GuideModernize Your CS Operations
Automate the assignment of the appropriate representative and follow-ups based on customer stage and contract plan. Address customer issues and requests quickly to enhance satisfaction and loyalty.
Embed a booking page into your customer success portal or support site so customers can schedule meetings whenever they need help.
Automatically assign the appropriate representative or meeting type based on inquiry form responses, ensuring prompt allocation even for specialized support.
Manage meeting histories and customer data in one centralized platform, allowing your team to monitor statuses in real time and easily share next steps.
Automate follow-up flows such as reminder emails, upsell proposals, and support document delivery to ensure nothing falls through the cracks.
Enable customers to choose a convenient time for meetings, drastically reducing back-and-forth scheduling while providing real-time visibility into team availability.
Utilize proxy booking features so that if a meeting is already set or if a CS representative needs to schedule on behalf of a customer, it can be done quickly and efficiently.
Integrate for a Continuous PDCA Cycle
Receive meeting booking notifications via Slack to keep the entire team informed for rapid response, and analyze booking page traffic by integrating with Google Analytics.
Slack
Notify bookings received, cancelled, or changed via Slack. Messages received from guests can also be received in Slack.
SMS
Send SMS reminders of appointments to guests at specific times.
Google Analytics
You will be able to measure the booking page and booking completion page with Google Analytics. Measurement can be started simply by setting a tag from the schedule type edit page. It can be used with functions higher than the Team plan.
Meta Pixel
Once the Meta Pixel ID is set, you can start measuring conversions with Meta Pixel on the booking completion page.
Optimize Customer Success Touchpoints
Utilize booking pages and support form routing features to capture every customer interaction. Seamlessly manage all meetings—such as onboarding sessions and QBRs (Quarterly Business Reviews)—to boost customer satisfaction.
Share booking pages for onboarding sessions and regular reviews so customers can easily schedule meetings.
Automatically route responses from support or inquiry forms to the appropriate representative or service to ensure no customer request is missed.
Seamlessly integrate with existing CRM or CSM tools like Salesforce and HubSpot to manage customer data and booking details in one centralized system, ensuring you never miss an upsell or cross-sell opportunity.
When multiple teams such as customer success, technical support, or product are involved, automatically display everyone's availability to streamline scheduling.
Automatically send reminders and follow-ups before and after meetings so that onboarding steps or QBR invitations are always delivered on time.
Integrate with Existing CRM Tools
Connect effortlessly with CRM tools like Salesforce and HubSpot. Manage meetings and customer data in one place to streamline your customer success operations.
Salesforce
Automatically reflect reservation form input information to Salesforce. Synchronize leads and create events.
HubSpot
Connects with HubSpot to automatically create leads based on the content of the booking. Create meetings along with them.
Team managers can distribute common settings for reservation pages as templates to create a mechanism for all team members to share best practices and improve results.
Important operations within Jicoo are recorded and the logs can be checked by the administrator to ensure secure operations.
The system allows you to manage the permissions of members, administrators and owners, such as editing booking pages and adding members, to ensure secure team operations.
Display the total hours of daily schedules using a bar graph. Estimate your workload and review your progress.
Missed opportunities from slow communication
- Cumbersome, inefficient email chains
- Leads losing interest over time
- Unclear customer needs
- Complicated internal scheduling
- Coordinating with decision makers on the client side
- Frequent no-shows and cancellations
- Inconsistent follow-ups
A New Approach
- Schedule meetings from anywhere by simply sharing a link
- Kick off conversations without losing momentum using intelligent routing
- Customize your booking form to capture customer needs before the meeting
- Collaboratively host your booking page with your team
- Easily choose the best meeting time for everyone using group polls
- Automatically send reminders and meeting confirmations
- Customize and auto-send follow-up emails after meetings
