Customer Success

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by Tom O'Brien | September 17, 2019

Save Time with Automatic Scheduling Tools

Are you tired of wasting time trying to figure out when you have availability for appointments with clients? How many appointments are you missing because you have stepped away from your desk, out of the office, or because you have closed for the night or weekend? IAS changes everything!

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by Lauren Mead | October 25, 2018

Community bankers: Providing the Right Millennial Buying Experience

Millennial consumers expect a modern experience when choosing a financial services provider. Whether it’s a bank, credit union, or wealth management advisor, Millennials want to engage when, where and how they want. So how are today’s financial service leaders taking advantage of this opportunity?

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by Steve Connolly | September 28, 2018

Why it Might be Time to “Flip Your Script”

Dreamforce is always a great conference and TimeTrade enjoys participating each year. That’s partly because of the great venue and wonderful sessions but its mostly because Dreamforce is the perfect opportunity to talk to customers, find out what their pain points and figure out how to solve them.

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by Tom O'Brien | September 7, 2018

How to Build a Customer Success Team in 8 Easy Steps

If renewals are a big part of your revenue, you need a customer success team that facilitates customer retention and loyalty. We’ll show you how you can build a stellar customer success team in 8 easy steps.

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by Lauren Mead | March 16, 2018

National Bank of Canada: Making customer service the key to successful in-person banking

As in-person banking is transforming, branches need to be ready to work with today's technology, opening the doors to new levels of customer service experience that enable more growth and an expanded customer base.

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by Kevin Flanagan | December 7, 2017

How Scheduler Adds LIFE to Human Performance Training

As a fast-growing business, the LIFE XT team needed a way to effectively schedule meetings between clients and coaches, and TimeTrade Scheduler for Salesforce was the intelligent online scheduling solution they needed.

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by Kevin Flanagan | November 3, 2017

Why Dreamforce is Important for Businesses that Rely on Salesforce

Join TimeTrade at Dreamforce in San Francisco and see how TimeTrade Scheduler for Salesforce can help your business connect with prospects and customers faster and better than ever—right within Salesforce.

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by Kevin Flanagan | September 26, 2017

Customer Success Teams’ Frustrations [Infographic]

Customer service and support teams work hard to keep customers satisfied. But even the most dedicated professionals can get frustrated by the challenges of the job, including how long it can take just to connect with customers in the first place.

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