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?
Learn How to be a Scheduling Hero at Dreamforce 2018
If you’ve attended Dreamforce before, you know it will be an action-packed week. That’s why it’s important to spend some time mapping out your agenda ahead of time to ensure you don’t miss out on all the great learning and networking opportunities.
Enabling Facebook Messenger to engage customers and capture leads after hours with auto-replies
Learn how to add your TimeTrade Click-To-Schedule links to your after-hours auto-reply on Facebook Messenger and turn those missed messages into booked meetings with the right person on your team.
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.
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.