The Intelligent Appointment Scheduling Blog

As a SaaS company headquartered in the middle of this innovation hotbed, TimeTrade values opportunities to share insights and perspectives in the high-growth field of AI-powered sales and marketing.

“Because of an Appexchange partner called TimeTrade, Rachel can pick the time that is suited best for her as well as her banker at her local branch… In seconds, she’s got that meeting set up and it flows right into the banker’s calendar, so he’s ready to go.”

Salesforce Process Builder is the starting point to make things easy for all of your users. And using TimeTrade Scheduler for Salesforce makes the arduous task of scheduling meetings so much easier.

TimeTrade Scheduler for Salesforce users now leverages the artificial intelligence (AI) capabilities of Salesforce Einstein. This enables appointments to be offered to Salesforce leads and contacts at key triggered events, status changes, or when thresholds are met.

After reading an article on Entrepreneur.com by Mike Taylor, 4 Simple Ways to Communicate Better With Your Customer, it became increasingly evident to me that TimeTrade’s customer engagement solution delivers on the points he makes about achieving clear, effortless communication.

Take a look at the State of Banking 2017 infographic for more details about what customers like and dislike about their banking experiences.

Since face-to-face banking is still so important to consumers, the service they receive at a branch is a critical factor in their satisfaction—or lack thereof.

Sales and marketing teams that use Salesforce as their CRM solution, can now schedule appointments with prospects and customers—right within Salesforce—using the new TimeTrade Scheduler.