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The Intelligent Appointment Scheduling Blog

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by Tom O'Brien | October 4, 2016

Create Conversations that Drive Business at BAI Beacon

Come visit TimeTrade this week at BAI Beacon and learn how your organization can implement our industry-leading, enterprise SaaS solution for customer engagement, led by our pioneering financial advisor appointment setting capability.

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by Lauren Mead | September 28, 2016

Fundamentally improving the way businesses engage with customers

Our new Customer Engagement Cloud fundamentally improves how businesses engage with customers by helping them manage the most critical part of the customer journey: the live conversation.

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by Steve Connolly | September 22, 2016

Making The Most of Dreamforce 2016!

There are fewer B2B conferences as valuable or as intimidating as Salesforce’s annual Dreamforce conference, held this year from October 4th through the 7th in downtown San Francisco.

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by Lauren Mead | September 12, 2016

Match That: LogMeIn Selects TimeTrade to Help Sales Connect with More Prospects

When we see a dynamic business simplifying dated processes and solving problems, our heart goes aflutter. So when we recently had the chance to work with LogMeIn, well… let’s just say they had us at “hello.”

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by Chris Carroll | September 6, 2016

Millennials and Financial Services

Financial advisors must remember that millennials are an age group to be taken seriously, as they will drive the majority of financial services business during the next several years.

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by Chris Carroll | September 1, 2016

Appointment Scheduling for On-Demand College Students

The age of the on-demand economy has taken a firm hold in higher education. Leading colleges and universities will recognize this trend and provide campus tools and applications that meet the demands of today’s students.

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by Tom O'Brien | July 29, 2016

Client Focused Advisors Lives Up to Its Name

Appointments with clients enable highly revealing and productive conversations and an ideal setting to discuss family, priorities, goals and a timeline for achieving them.

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by Chris Carroll | July 28, 2016

Alleviating Patient ‘Traffic Jams’ at Medical Labs

Beyond appointment scheduling, a customer-experience solution for lab facilities also would include queue management system and related services to help patients check in automatically upon arrival, minimize wait times, and avoid confusion about who is next in line.

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