If you’re considering customer engagement, sales, marketing, or other types of business software today, you may quickly feel overwhelmed with options.
Yet finding the right technologies to propel your business forward is not easy. In fact, it can be quite time-consuming and nerve-wracking.
Timelines for software selection differ with industries, company size, and requirements - for example, selecting a CRM vendor lasts about 13 weeks while implementing CRM software can even take up to one year.
Of course, not all companies need marketing automation software, video conferencing, ERPs, or even a CRM (we previously wrote about CRM alternatives for small businesses here).
Determining your specific business needs is the first step towards an effective software investment. In this blog, we discuss three types of businesses that are likely to get the most benefit out of Consolto today.
Let’s dive in.
Consolto is an all-in-one solution providing video conferencing, live chat, appointment scheduling, customer management, payments, and more.
Unlike similar software across these categories, Consolto does not act as an external system but seamlessly integrates into your own website. This enables you to conduct video calls, schedule meetings, manage customer data, and qualify leads in one place.
With our wide range of different features and functionalities, we made Consolto easy to adopt and use for companies across sectors.
Here are three of the most popular Consolto use cases.
Consolto is a must-have for sales teams to connect with customers proactively and more effectively.
Sales reps use Consolto to conduct sales calls, client demos, and prospect qualification calls.
With Consolto embedded on the company website, sales agents are also better positioned to understand prospect behavior and engage with them faster than before.
You can learn more about what Consolto can do for your sales processes here.
Here are the functionalities sales teams leverage the most in Consolto.
1. Two-way video conferencing
Consolto transformed the way sales interactions are conducted by enabling customers to call you, in addition to the traditional vendor-initiated calls.
Sales reps can easily jump on calls initiated by prospects right as they are visiting your website and learning about your product or service.
2. Unified customer timeline
Consolto’s Rich Communication Center is a unified dashboard that stores data about prospects and customers, including information from interactions like chats, video calls, shared files, or website browsing history.
This eliminates the hassle of storing contact details in a CRM, call recordings in a separate cloud system, marketing engagement in a different platform, and so on.
3. Lead qualification
With all customer activity and interactions easily accessible in one place, sales teams can make qualification decisions in near real-time and act on ‘hot’ leads faster than ever.
Read more about how sales teams use Consolto here.
Consolto brings companies a few major benefits, allowing them to:
For independent consultants and consulting firms, Consolto provides a complete set of features including video conferencing, appointment scheduling, an integrated CRM, invoicing and billing, and much more.
Here is how to use Consolto in your consulting practice.
Here are the functionalities consultants appreciate the most about Consolto.
1. Two-in-one conferencing & booking software
Consolto provides an intuitive appointment scheduling page and a booking widget that integrates seamlessly into any website.
Consultants can send meeting invites, receive invites from their clients, and conduct video calls, all in one unique dashboard, without the need to integrate multiple tools.
2. Built-in payments
Invoicing is an essential part of consulting, which is why we made it so easy to accept payments from clients. Consolto offers multiple payment options for clients, including:
3. ClickNTalk page
If you are just setting up your business and don’t have a website yet, Consolto gives you the option to schedule and conduct calls on our hosted ClickNTalk page.
Once you set up this page in your Consolto dashboard, you can share the link in emails or on social media so customers can easily reach you.
Some of the main benefits Consolto offers for consulting firms and consulting professionals are:
Third on our list are educational, training, coaching, and teleconsulting businesses.
Consolto’s suite of functionalities enhances your remote or online educational services with high-quality HD video calls, screen sharing, and two-way scheduling.
Here are the key features Consolto provides educational businesses and practitioners.
1. Group meetings
Consolto makes it as easy to run group video meetings as one-to-one calls. You can easily schedule meetings with multiple attendees and invite additional guests to a video conference in Consolto in just one click.
Read more about our group meeting feature here.
2. Call recordings
Just as customer data is crucial, so are the interactions with your customers or trainees.
Consolto automatically saves call recordings, meeting notes, files, appointments, and more in a single dashboard so you can keep all your content safe, organized, and easy to access.
3. Branding
Referring attendees to third-party platforms can be disruptive and time-consuming, but with Consolto you can simply invite them into your virtual office: your website.
As a plug-and-play video conferencing solution integrated into your website, Consolto enables you to engage with your audience in a deeper, more personal way.
Here’s why trainers and coaches prefer Consolto over other tools:
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Finding the right technology to boost your business growth can prove challenging, particularly if there may not be a strong enough need to use a full suite of tools.
Consolto provides an all-in-one solution for video conferencing, live chat, appointment scheduling, customer management, money transfers, and more that seamlessly integrates into your website.
This makes Consolto cost-effective and easy to adopt in companies of all sizes and across industries.
Get to know how Consolto works with a free trial here.
I am not a consultant or Salesperson. How can I use Consolto?
Consolto is perfect for every business that requires frequent video conferencing, appointment scheduling, and real-time customer interaction (for example in customer support and service).
Consolto is an industry-agnostic solution. You can check out our range of features here.
Is Consolto aimed at small companies?
Businesses of all sizes, from independent practitioners to large enterprises, use Consolto every day. Have a look at our plans here to find the one that suits you best.
Can I use Consolto to give remote medical consultations?
Yes! Consolto is a HIPAA and GDPR compliant solution. Here is how to use Consolto as a medical clinic, hospital, or pharmacy.