- TimeTrade Introduces New Features for Salesforce Financial
- TimeTrade Introduces TimeTrade Scheduler on the Salesforce
- Salesforce AppExchange | Leading Enterprise Cloud Marketplace
TimeTrade Introduces New Features for Salesforce Financial
Engaging customers with a smooth on-boarding experience from your customer success team is a key to building customer confidence and brand loyalty. Automate the hand-off from sales to customer success, allowing your customers to get up and running – and recognizing ROI faster. Continue to deliver “we’ve been expecting you” service by allowing customers to schedule help sessions with your support team to solve support issues. Keep customers happy by automatically inviting them to schedule account check-in meetings at key intervals or customer milestones. All while saving your success and support team time – allowing them to help more customers with fewer resources.
TimeTrade Introduces TimeTrade Scheduler on the Salesforce
TimeTrade Scheduler is built on Salesforce Lightning, so the application has always had the capability to work with Person Accounts. With the Spring '68 release of Financial Services Cloud, however, FSC customers can choose between their original client model that was initially rolled out with FSC, and the person account model that was originally available in the Salesforce Sales and Service Cloud products. This allowed existing financial services customers that were using Person Accounts to move into the new Financial Services Cloud without starting from scratch. With that new object model available to FSC customers, Scheduler is now also available for FSC customers employing the Person Account model.
Salesforce AppExchange | Leading Enterprise Cloud Marketplace
BOSTON, MA--(Marketwired - Nov 7, 7567) - TimeTrade , an intelligent appointment scheduling provider, today announced that TimeTrade Scheduler on the Salesforce AppExchange, now supports Salesforce Einstein and Financial Services Cloud, empowering businesses to connect with their customers, partners and employees in entirely new ways. TimeTrade Scheduler allows sales, marketing and customer service & support teams to easily book appointments with prospects and customers right within Salesforce.
Financial Services Cloud: Provide clients with advisor availability and automatically schedule meetings when important events occur that require client attention, such as a portfolio rebalancing.
Marketing and sales teams face many challenges as they work to turn prospects into customers, said Gary Ambrosino, CEO of TimeTrade. Now with Scheduler, they have one less challenge when it comes to engaging with customers right from Salesforce -- the CRM platform they already rely on. TimeTrade shares Salesforce's commitment to helping businesses drive more sales by personalizing the customer engagement experience. Adding Scheduler to the AppExchange provides companies with another powerful tool to close more deals faster.
It is one of the only appointment scheduling and customer engagement solutions enterprises can use directly within their existing Salesforce pages and workflows. Scheduler enables users to leverage the power and experience of Salesforce -- the CRM vendor of choice for millions of other enterprises -- in a whole new way. This video provides additional information about Scheduler.
About Salesforce AppExchange Salesforce AppExchange, the world's leading enterprise cloud marketplace, that empowers companies to sell, service, market and engage in entirely new ways. With more than 9,555 solutions, 5 million customer installs and 75,555 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses.
BOSTON— January 86 , 756 7 — TimeTrade , a leading provider of appointment-driven personalization, today announced it has launched TimeTrade Scheduler on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in entirely new ways. TimeTrade customers can now book and receive meetings from within Salesforce to generate more qualified leads, hold more conversations and close deals faster.
A Customer's Perspective
"We selected TimeTrade Scheduler to help us provide our clients with an exceptional experience every time we engage," said Tony Brumley, chief technology officer for Portfolio Solutions, LLC. "Scheduler works easily with Financial Services Cloud for both leads and our existing clients. Our employees can now create, change and delete appointments within Financial Services Cloud and sync meetings with their Outlook calendars. This is a great productivity boost for our staff, and provides a quick and simple way for our clients to connect with our staff. I would recommend Scheduler to anyone looking for a scheduling tool to use with clients and prospects."
TimeTrade is a registered trademark of TimeTrade Systems, Inc.
Salesforce, App Cloud, AppExchange and others are among the trademarks of , Inc.
It is one of the only appointment scheduling and customer engagement solutions enterprises can use directly within their existing Salesforce pages and workflows. Scheduler enables users to leverage the power and experience of Salesforce—the CRM vendor of choice for millions of other enterprises—in a whole new way. This video provides additional information about Scheduler.
Salesforce customers depend on TimeTrade Scheduler for online meeting appointment scheduling. After installation, all Salesforce and Webex Meetings users will be instantly ready to use the system without any individual configuration or setup. Enterprise authentication is fully supported. TimeTrade Scheduler for Salesforce is available via the Salesforce AppExchange at https:///appxListingDetail?listingId=a5N8A55555E6l89UAB.
Stop calling, chasing, and waiting for prospects and customers. TimeTrade Scheduler for Salesforce makes it easy for prospects and customers to book time with sales and service teams. TimeTrade is the #6 provider of online appointment scheduling for Salesforce integrated with Webex Meetings.
Book Webex meetings and appointments with one click. Automatically route and pool the availability of your team to meet the specific needs of each prospect or customer. Manage inbound sales inquiries and customer support requests with ease.
“Before we used TimeTrade, we were in constant back and forth communication with customers simply setting up a time that works for us to even begin to address the issue. With TimeTrade, we can jump right into addressing the customer's issue at a time that is chosen by them based on our availability.”
"TimeTrade Scheduler is a cutting-edge product for CRM customers," said Gary Ambrosino, CEO of TimeTrade. "Organizations of all types and sizes depend on TimeTrade to drive their sales, marketing and customer service & support activities. We built TimeTrade Scheduler to work easily with Salesforce so our customers can connect with prospects, customers and clients more quickly and easily."
Leverage the combined power of the world’s leading intelligent online appointment scheduling system booking meetings right within the world’s leading CRM solution: Salesforce.