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The Intelligent Appointment Scheduling Blog

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by Kevin Flanagan | September 15, 2017

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.

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by Devon Guanci | June 30, 2017

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.

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by Kevin Flanagan | June 29, 2017

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.

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by Kevin Flanagan | June 23, 2017

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.

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by Kevin Flanagan | January 31, 2017

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.

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by Kevin Flanagan | January 25, 2017

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.

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by Cimarron Buser | December 21, 2016

Financial Advisors Can Use TimeTrade to Satisfy New DOL Requirements Ruling on Financial Advisors—and Improve Client Relationships

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.

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by Kevin Flanagan | December 20, 2016

10 Ways to Use Email and Online Appointment Scheduling to Turn Prospects into Customers

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

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