ProfitWell + Acuity Scheduling Integrations

• An integrated website which allows you to track your company’s revenue, customer profitability, and the performance of your marketing channels, including email, social media, display, and SEO.
• It helps you identify which customers are most profitable so you can focus your efforts on the highest-value customers or potential customers.
• You can also see how much revenue is being generated by each channel so you can optimize your resources by focusing more on the channels that are generating the most revenue for you.

• It integrates with your calendar without adding any extra work for you or your employees.
• You can easily add customer data and other scheduling data to appointments and events in your calendar.

• ProfitWell and Acuity Scheduling have partnered up to integrate their powerful features to help companies maximize their marketing and sales efficiency.
• Through the integration of the two tops, account reps will know upfront if a prospect has scheduled an appointment through Acuity Scheduling, meaning they can plan accordingly and tailor their pitch based on the contact’s actions.
• This integration will allow marketers to use their existing data from ProfitWell to segment their contacts and create customized content for them through Acuity Scheduling, like a special offer for a free product demonstration.
• The integration also allows companies to map out what happens after a prospect fills out a form on their website and then signs up for an appointment with an account rep. The goal is to make it easy to get sales reps and marketing teams talking about what comes next after the meeting/call occurs, such as sharing notes and feedback to drive future activity or sales opportunities.
• For example, you can create a workflow that triggers when an appointment is scheduled using Acuity Scheduling to kick off a marketing campaign that personalizes the experience based on that prospect’s data in ProfitWell. The workflow can then be attached to a status check in Acuity Scheduling so that right after the meeting, your team will receive a notification about what happened during the call—and whether there were any next steps for fplow-up. In this way, your team can efficiently utilize their time by only fplowing up on actionable meetings rather than ones that might not lead to anything else in the future.
• This integration makes it easy to set up a recurring redirection from one platform to another, so when a prospect inputs their information into one system, they automatically get routed to another at a designated time or date. With a few clicks, a company can direct a lead to a specific page in Acuity Scheduling, which makes it easy for them to schedule a meeting with the right person at the right time. This means that when prospects sign up for a demo or product trial, they can be redirected to a specific part of your website where they can book an appointment with an appropriate team member—like support or sales—right from within Acuity Scheduling. This way, you won’t have to worry about losing leads because they don’t know how to get in touch with the right person—they basically just need to know how to find you online. This automation allows your team members to spend more time doing what they do best while making sure they never miss an opportunity or appointment with someone who might be interested in learning more about your company’s products or services.

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