Launched in 2015 Booksy provides a suite of software and tools for service providers in the beauty, wellness and health industry; ranging from their core appointment booking and scheduling system through to payment processing and marketing tools or even complete front desk solutions.
Beauty, Wellness & Health
Booksy faced lead management bottlenecks when leveraging Salesforce for B2B in 2020, they needed a solution fast to meet ambitious plans for expansion
Jakub Klimaszewski, Salesforce and CRM Business Owner at Booksy explains their scalability challenges:
Our team developer was flooded, especially at the start or the end of the month and focussing up to 50% of his time just on lead assignment, which was ridiculous. We saw rapid growth in leads and had ambitious plans for expansion. It was clear that the system was not scalable. We needed an alternative.
Summary of Requirements
At Booksy their primary challenge was getting new sales reps onboarded and assigned leads as efficiently as possible. What this really meant is they needed this to be done by the sales managers - not the technical team - to be able to organise their team; adding and removing reps, scaling up and down the number of leads they are assigned, and other simple things like holiday.
Booksy went on to integrate SuperRoundRobin in March 2021, saving weeks of development time and manual resources
"SuperRoundRobin effectively cut onboarding lead times by two weeks. The sales managers went from having to wait two weeks to assign new people leads, to being able to automatically assign them in two minutes. After we started using SRR, new sales team members could start working on leads immediately after their training. Also, sales managers can now easily organise their team — who joins, leaves and goes on holiday. Before that, everything needed to go through a centralised global team."
Implementing SuperRoundRobin didn’t just improve things - it streamlined the whole process.
Some of the SuperRoundRobin features used by Booksy
Geographical and Attribute Segmentation
Capacity-Based Assignment Capping
Omni Status Away
Out of Office
Booksy use SuperRoundRobin to route and assign Account, Opportunity and Case records.
It was easy to install and free to test in the sandbox
"My colleague contacted Ed Ralph for technical support about this. We’ve had a really great experience with SuperRoundRobin and Ed as a technical support person. We’ve been really happy with this partnership.
Once we set it up for the first country as a proof of concept - we never looked back. As we developed as a company, increasing the number of people and processes globally, it was never a question of if we should include SuperRoundRobin in the process, but just how many licenses we needed."