Generate more leads with the TimeTrade + SmartOffice 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.

SmartOffice is a CRM that offers document monitoring and calendar management, also offers sales, marketing, insurance, and investment solutions.

SmartOffice, Ebix's customer relationship management solution, is designed to help financial services professionals address these critical tasks.

SmartOffice has the power to act as the backbone of your practice. The application is highly modular and can be configured to meet the needs of any company. The SmartOffice integration portfolio includes big names like Laser App, Precise FP, Advicent, TD Ameritrade and Charles Schwab.