The only calendar that helps you improve customer relationships

4/27/2021RAYNET team
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The only calendar that helps you keep track of the complete history of your relationship with every customer. And it can also show you what all your sales team members are up to at any given moment.
Compared to conventional shared calendars, RAYNET has one advantage. It connects all activities to related accounts and deals. So if you keep inputting your business data, important phone calls, insights from meetings or task notes into RAYNET CRM, over time, you'll build up a pretty hefty stack of information about each customer. You can then take a look at:
  • What you have already been through with a client
  • Who communicated with the client and what the outcome was
  • Which deals you managed to close
  • When things went wrong and how you resolved the issues
  • When the last time you have seen each other was

This way, your clients will feel like you really know them. Even after a few years, you can catch up with any client just by reading through your history together and finding all the essential information.
If a member of the sales team leaves, the relationship with the client will not suffer. Their successor can pick up right where things left off.

Create a follow-up activity in 2 clicks

The RAYNET calendar will not let you go through excessive typing marathons. Scheduling follow-ups is a matter of two clicks. Just use the right mouse button while hovering over any activity in your calendar, choose Create follow-up activity, and everything you need will be pre-filled for you. It's just as easy to create a new deal from the calendar.

Connect RAYNET with calendars you already use

You can link the RAYNET CRM calendar to other calendar applications that you are used to.

Sync with Google Calendar
The connection to Google Calendar is two-way. This means that you can:
  • Edit activities in RAYNET as well as in the Google Calendar
  • Link records created in Google Calendar with specific contacts or deals
Watch a video tutorial on how to set up the connection:
Complete instructions with pictures can be found here.

Sync with iPhone - iOS calendar
In Apple calendars, you can easily check what you scheduled in RAYNET. However, activities in your CRM system are transferred to your device as read-only - the sync is one-way, so the records can only be edited in RAYNET. But that won’t matter 95% of the time, we promise. It is best to schedule business activities directly where all other business and customer data is. In RAYNET ;)

You can set it all up in few clicks, just find out the URL of your CRM calendar and type it on your iPhone in Settings > Passwords and accounts. See the step-by-step instructions.

If the connection does not work right away, just restart the device. We may be in the 21st century, but the magic "off and on" formula is still valid :)

Sync with iCal
With iCal, you can transfer your RAYNET calendar to other devices and apps. For example, to Outlook, Thunderbird, or even your blackberry device. See the instructions with pictures here.

Color-coded activities

Sometimes even a small detail can move things along significantly. For us, it is the color coding of activities depending on what they are. In the Raynet team, we use these colors:
  • In-person meetings in red
  • Communication with clients in yellow
  • Internal tasks in blue
  • Private matters in green
We know right away, who is working on what, and where there is room for meetings.
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