The Intelligent Customer Engagement Blog

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.

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.

TimeTrade’s online Customer Engagement Platform solution can help financial advisors comply with the new DOL requirement, while at the same time improving their client relationships.

This is a list for sales professionals of 10 proven ways to shorten the distance from lead to sale by using online appointment scheduling.