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Generate more leads with the TimeTrade + UGRU Financial CRM integration
TimeTrade / UGRU Financial CRM
Integrations

Streamline your data management process with the TimeTrade + UGRU Financial CRM integration

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Does TimeTrade integrate with UGRU Financial CRM? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting TimeTrade and UGRU Financial CRM

Quick summary of TimeTrade

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.

Quick summary of UGRU Financial CRM

UGRU Financial CRM is a financial CRM that offers the best financial planning software for advisors. UGRU Financial CRM includes features like sales force automation for contact and account management, marketing automation, accounting, and operations.

The marketing automation function helps you build solid customer relationships and keep in touch with them automatically without manual effort. The accounting and operations functionality eliminates the double or quadruple voice with a central database. Thanks to this, it simplifies the billing, the follow-up and the evaluation of the health of your company. Sales automation for contact and account management helps manage individual customers and large accounts.

Finally, the sales automation function offers components such as contact management, forecasts, and sales pipelines. The contact management function acquires and organizes all the detailed information for each potential customer, supplier, and collaborator.


What you can do with TimeTrade and UGRU Financial CRM

Create new UGRU Financial CRM leads with TimeTrade

Update UGRU Financial CRM leads with TimeTrade


Other popular UGRU Financial CRM integrations offered by LeadsBridge

No integration available but…
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