Simplify Sales Scheduling—Right Within Salesforce
If you read the headline to this post and instantly figured it must be a work of fiction, that’s understandable. We’ve all heard the expressions “It’s not rocket science” or “It’s not brain surgery” to describe a task that’s perceived to be far easier than those aforementioned “really hard” jobs. But, have you ever heard […]
Top 50 Sales Management Tools on the Salesforce AppExchange
When it comes to sales software and CRM platforms, Salesforce is the undisputed leader. That’s why organizations and sales managers look to the Salesforce AppExchange when they need tools to help their sales teams increase their productivity and performance. The only problem is the AppExchange is growing larger every day, and executives and sales managers don’t have […]
Customer Engagement as a Differentiator
Getting the attention of consumers and, more importantly, keeping them engaged is challenging. Unfortunately, consumers have grown accustomed to not being engaged because poor experiences when interacting with brands are typically the norm, whether it’s inconsistent information across channels, the wrong offer at the wrong time, or lack of product availability. While this represents a […]
More Proof of the Value of Personalization in Banking
The Financial Brand published an interesting article this week titled “5 Major Emerging Trends in Retail Banking.” All of the points—from how consumers share data with their banks to which channels people use for online banking—were interesting. But the one that stood out to me was #4: “People Still Want That Personal Touch.” Since you’re […]
10 Ways to Use Email and Online Appointment Scheduling to Turn Prospects into Customers
Everyone loves a good list, right? I’m going to assume you said “yes,” and dive right in. This is a list for sales professionals of 10 proven ways to shorten the distance from lead to sale by using online appointment scheduling. Since you’re reading this on the Engageware website, you shouldn’t be surprised to learn […]
Do Customer Loyalty Programs Really Work?
Customer loyalty programs and memberships have been around for decades. Consumers love the idea of saving money, receiving exclusive offers, and getting priority service from their favorite retailers, banks and service providers. But are these programs causing businesses to actually miss out on key opportunities that truly build customer loyalty? There is a misalignment between […]
Take the Hassle Out of Car Insurance Shopping
In the state of Massachusetts, residents are required by law to have car insurance coverage (and it is also suggested to have a local agent) – so, why is it so difficult to get in touch with agencies? Now, this may not be a new frustration for many, as connecting with a variety of services […]
Microsoft Announces Upcoming Scheduling App for Small Businesses—But What About Everyone Else?
On July 20, Microsoft introduced a new feature of its Office 365 suite called Bookings. It’s a scheduling application designed for small business and is slated to ship later this year for Office 365 Business premium customers. The key features for small business owners include the ability track their customers, add appointments, set rules for […]
Engageware Hangout: How to Setup Round Robin Routing
Round Robin Routing with Scheduler for SMB (Workgroup/Business Edition) is a great way for you to offer appointments from your website and emails what will evenly distribute meetings across your team members, whether you’re looking to schedule meetings with new prospects, customer service, support, and more. To learn more about Engageware’s Scheduler for SMB
Process Payments and Schedule Appointments with Paypal
We have a lot of clients that offer consulting services, whether they are Life Coaches, Career Coaches, Business Consultants, or Personal Trainers, that need a way to not only schedule meetings with clients by using a Click-To-Schedule button, but to bill them as well. By using Paypal to accept payments from your clients, you can […]
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