Scheduler featured in Financial Services Cloud Demo at Salesforce Tour NYC
“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.”
We Don’t Need No Superbadges! Or Do We?
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 Adds AI to its Innovative Repertoire
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.
Clear Communication: Streamlining Customer Engagement
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.
State of Banking 2017 [Infographic]
Take a look at the State of Banking 2017 infographic for more details about what customers like and dislike about their banking experiences.
State of Banking Consumer Survey Shows Branches Still Popular
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.
TimeTrade Scheduler Helps Sales Book More Appointments, Close More Deals
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.
More Proof of the Value of Personalization in Banking
In the latest TimeTrade banking consumer survey, two-thirds of respondents said they would be willing to schedule an appointment to meet in-branch with a specialist to discuss a mortgage, wealth management or other important topics.