Streamline your data management process with the TimeTrade + FileInvite 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.

FileInvite is an app for websites that transforms the way you gather information from your customers. Thanks to FileInvite, it will no longer be necessary to receive e-mails from clients, files that are too large, incorrect files, files that are delayed and sometimes nothing.

FileInvite was able to simplify the process: all you need to do is create and send a file via FileInvite with the requested information. The client then uploads the files and information to a centralized location.

Moreover, with FileInvite it is possible to select the information in the checklist when they are received and send automatic reminders to motivate customers. Thanks to FileInvite you can download files at any time directly to your computer or synchronize them with your favorite cloud archive. With FileInvite you keep control and amaze your customers with professionalism, saving time and money.