The Intelligent Appointment Scheduling Blog

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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 Deidre Moore | September 17, 2018

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.

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by Chris Carroll | July 23, 2018

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.

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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 | 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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