The Intelligent Customer Engagement Blog

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.

Once again, the world of retail has taken over the Javits Center in New York City for the annual NRF BIG Show. TimeTrade is there, of course, ready to demonstrate our unique approach to appointment-driven personalization. You’ll find us—with a crowd—in booth #2235.

An Associated Press article previewing the annual Consumer Electronics Show gadget-fest which kicks off in Las Vegas on Jan. 5, described some of the cutting-edge technologies retailers are piloting in an effort to bring customers into physical stores.

According to a recent article from Forbes, this Thursday is expected to be the biggest day for consumers to return unwanted holiday gifts.

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.

When it comes to Black Friday, the key to have a successful experience is being smarter than other consumers. Hi Tom