Financial services

GoMeddo is a native Salesforce application in which your staff, financial experts, project managers or other professionals can easily manage appointments, bookings or reservations. It’s suitable for organizations of any size, with no limits on the number of bookable items, services or reservations. Use the project management extension to keep track of multiple projects or staff planning directly in Salesforce. Provide your customers with a flexible and customizable offering and at the same time, improve the employee experience to convert customer demand into a sale. Customer data is stored in Salesforce and ready to use for further engagement. Send automated confirmation and reminder emails to ensure your customers don’t forget their booking.

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• Native Salesforce application, built on the leading CRM-platform 
• Unlimited bookable items, services, appointments or reservations
• Booking data is client data and instantly stored in Salesforce
• Send automated confirmation and reminder emails

Make selection and booking easy. Integrate GoMeddo on your website with a standard widget, event page or our web front-end components API. Generate QR-codes or e-tickets for easy access of customers. Incorporate bespoke filters, multiple calendars, multiple languages and currencies for a completely tailored appointment management system. Present your business exactly as you want it with custom branding for a seamless experience. GoMeddo can be easily integrated with Salesforce Experience Cloud for an optimized digital experience. Simplify communications with automatic booking confirmations and notifications for customers and employees. 

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• Integrate GoMeddo with your website or Salesforce Service Cloud
• Generate QR-codes or e-tickets for easy access
• Add custom branding for a seamless experience
• Profit from fast adoption for Salesforce users

Use GoMeddo multi-dimensional booking intelligence with unlimited variables, to manage any kind of resource such as staff, projects, products or locations. GoMeddo reduces the burden on administrators through auto-population of bookings over a time period and intelligent recommendations based on your chosen custom parameters. With pre-defined reservation types, GoMeddo can easily manage group bookings for the purpose of events, meetings or for selected target audiences. Multiple pre-made Salesforce reports & dashboards are available out-of-the-box and allow you to make decisions based on real-time data.

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• Maximize use of available staff, space and time; 
• Reduce the burden on administrators through auto-population of bookings
• Easily manage group bookings for selected target audiences
• Multiple pre-made Salesforce reports & dashboards are available

GoMeddo connects customer and booking data within your Salesforce CRM. Bookings are no longer stand-alone appointments, they can be the starting point of marketing journeys as new customers become leads. Customer experiences become more manageable with all conversations, bookings and sales visible in a single platform. This makes it easier to directly provide additional services based on a customer profile or (re)engage in the future. Directly add payment options to your bookings or offer a subscription or invoice to drive revenue. 

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• All conversations, bookings and sales are visible in a single platform
• Turn appointments, bookings or reservations into leads
• Gather data and (re)engage based on real-time customer booking data
• Increase revenue with payment, subscription and invoice options

As a native Salesforce booking application GoMeddo had to pass a strict Salesforce security review that tests the security posture of the solution. All data is stored in your Salesforce environment and we do not monitor this for any purpose. As a company, we do not have access to your customer or booking data. GoMeddo is compatible with Salesforce Shield encryption software, assuring trusted data monitoring and securing cloud apps faster.

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• GoMeddo is an official Salesforce certified application

• All data is stored in your Salesforce environment
• GoMeddo is compatible with Salesforce Shield encryption software