An inbound API connection can allow scheduling software to populate information about a particular employee into their entry in the CRM. Whenever new data is pulled from the connection, the data within the CRM will be updated.
An email could then be sent out on a weekly basis, alerting a firm’s management of any scheduling conflicts within their team that would prevent them from meeting, as well as a top-line view of which clients a given employee may be working with. As this happens automatically, senior staff could always know what the employees are up to during the work day, and can make alterations to the amount of attention paid to certain cases if necessary.
