Why Appointments Skyrocket in Pandemic Environment
As COVID infection rates continued to climb, it became clear that there would be no immediate return to normal. Banking-by-appointment, once a nice-to-have option, is now a critical tool to maintain efficient, safe operations and grow business in the foreseeable future.
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!
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?
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.
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.
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.
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.
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.