Streamline your data management process with the TimeTrade + ClinchPad integration

Timetrade is a SaaS solution for effective online appointment scheduling, which is easy-to-use and fast to deploy across enterprises. It makes it simple to deliver sales that are appointment-driven, and offers personalized services for a variety of businesses, including but not limited to retail banking, consumer retail, and sales. It offers on-demand personalization for an exceptional customer experience, as it guarantees users that they will be served by a qualified and knowledgeable employee. The solution unifies the customer journey, allowing businesses to hold personalized conversations with them through different channels. Timetrade helps businesses to move customers from social media or online browsing to a live-conversation. It offers appointment scheduling, reporting and queue management as a secure cloud solution, which is scalable as well as modular.

With TimeTrade, staff can access the full power of the software from Salesforce, allowing growth of accounts and faster closing of deals. It allows leveraging company’s investment on Salesforce platform via the ‘Scheduler for Salesforce’. Marketing teams can place the links for appointments online, which amplifies lead generation through website, social media as well as email campaigns. This results in the generation of more qualified leads, which are passed directly to Salesforce. Timetrade allows staff to instantly schedule and manage meetings, eliminating the need for detecting free time across different calendars.

Timetrade’s omnichannel scheduling allows prospects and customers to conveniently and easily schedule their appointments using different channels, including mobile devices, web, text, voice or even company’s customer-facing app. The software powers live customer conversations and aims to improve the customer experience through different channels, including phone, online, and in-person communication. It helps creating a service that improves customer loyalty, satisfaction, and retention, ultimately resulting in improved sales and revenues. The analytics module provides insightful and actionable information, and helps in making the best decision from a business perspective. The interactive dashboard and data-rich reporting provide actionable and clear visibility into the success of marketing campaigns and customer engagements.

ClinchPad is cloud-based sales management software developed for small businesses that can help you manage sales pipelines, manage contacts and create reports. The product is positioned as an alternative to traditional CRM systems and offers an intuitive user interface and other features such as filters, graphs, dashboards and notifications.

ClinchPad helps users manage all sales pipelines from a single point and allow users to track and filter leads into sales pipelines, identify bottlenecks in the sales process and centralize all sales operations. The tool helps in communication between sales teams by integrating Gmail inboxes into the CRM system and attaching all relevant emails to their respective leads. Users can also add meetings, emails and calls to a lead, and delegate sales operations to other team members.

ClinchPad offers dashboard and reporting capabilities to track daily updates, search the sales funnel, and analyze sales operations. Finally, ClinchPad generates sales activity reports that provide metrics and insights on sales transactions based on geographic areas, products, date range and other parameters.