The Intelligent Appointment Scheduling Blog

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by Lauren Mead | October 25, 2018

Community bankers: Providing the Right Millennial Buying Experience

Millennial consumers expect a modern experience when choosing a financial services provider. Whether it’s a bank, credit union, or wealth management advisor, Millennials want to engage when, where and how they want. So how are today’s financial service leaders taking advantage of this opportunity?

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by Bruce Brown | August 27, 2018

Key Information Security Concerns to Consider When Looking for an Appointment Scheduling Vendor

Cybersecurity vulnerabilities pose an ever-increasing threat to today's enterprise. Faced with substantial penalties for any misuse of data, businesses are under intense pressure to maintain secure integrations across all of their business processes—including those involving external vendors.

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by Chris Carroll | July 23, 2018

Enabling Facebook Messenger to engage customers and capture leads after hours with auto-replies

Learn how to add your TimeTrade Click-To-Schedule links to your after-hours auto-reply on Facebook Messenger and turn those missed messages into booked meetings with the right person on your team.

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by Chris Carroll | June 25, 2018

TimeTrade and GDPR: Ready to help customers with new compliance challenges

At TimeTrade, we have been preparing for this date for some time and stand ready for new compliance challenges. To emphasize our readiness for any potential regulatory issues with GDPR, we highlighted a few of the preparations we have undertaken in the months leading up to May 25.

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by Kevin Flanagan | December 13, 2017

How to keep your sales pipeline healthy during the holidays

Savvy sales pros are always looking for a way to get a jump on next year's sales targets. Here are four tips to keep the pipeline full this holiday season, while priming prospects for deeper connections starting in January.

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by Cimarron Buser | November 17, 2017

What I Learned at Dreamforce 17

TimeTrade's SVP of Business Development discusses what he learned at Dreamforce 17 from the perspective of a Salesforce investor, customer and partner.

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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 Chris Carroll | September 9, 2013

Offer a Personalized Retail Customer Experience

60% of retailers think a personalized experience is the #1 thing missing from their stores. In part 1 of our 4 part on-demand webinar series we'll examine how retailers are creating great customer experiences which drive revenue with customer experience expert, Mike Wittenstein.

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