Intelligent Appointment Scheduling

While buyers seek more custom solutions and advice-focused interactions, asset managers seem to struggle with the transition from transactional to advisory relationships. Engaging institutional buyers in the digital age requires a fresh mindset and new enabling technologies.

Chatbots are fine for handling simple website conversations while your team focuses on higher-value sales activities. But let’s face it, significant business deals are rarely sealed via chat sessions. Closing a sale typically requires multiple meetings or calls for in-depth discussions.

TimeTrade CMO, Lauren Mead, sat down with Krystal Adams, VP of Member Experience at Tucson Federal Credit Union, to learn more about their unique in-branch challenges, and their success in scheduling thousands of new member appointments with TimeTrade.

In today’s always-on world, consumers are in the driver’s seat and the expectation is that brands will deliver what customers need when and where they need it, whether that’s online or in-person. Learn how leading brands have turned to intelligent appointment scheduling with queue management tools.

Use the connections you make with customers and prospects on the social network and turn those virtual touchpoints into personal interactions. One of the most effective ways to do that is to offer online appointments through Facebook at the very moment their interest is piqued. Here’s how.

Scheduling appointments can be a hassle. Isn’t it kind of ironic how much time is wasted trying to determine when both parties will have free time to meet for an appointment? Maybe there would be time for more appointments and meetings if so much time wasn’t wasted trying to find availability.

Whether you’re skiing down the side of a mountain or kicking up your feet on a beach, everyone deserves their vacation time. But just because you’re on vacation, doesn’t mean you want to miss an opportunity to connect with a customer or prospect once you’re back.

It's easy to embed an appointment scheduling button on your website, marketing emails, and even social channels, connecting customers and inbound leads with the right person, available at the time the customer wants to talk to you.