Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Engageware Scheduler for Salesforce - Online Appointment Scheduling
Online Meeting & Appointment Scheduling Purpose-built for Salesforce Users
- Industries
- Financial ServicesHigh TechProfessional Services
- Business Need
- SalesCustomer ServiceFinance
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
For nearly two decades, Engageware has been helping the world's best-known and most successful businesses grow through intelligent appointment scheduling solutions. Click the Watch Demo link to learn more!
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 127 Reviews
Love the integration
I use timetrade for everything, my customers know how to respond to it even though we are not in the same time zone, I love how all of my past invitations are logged. I loved timetrade with microsoft, I was a little worried with the salesforce merge but I love it so much more!
Overall useful tool
I am a big fan of Time Trade. I service hundreds of accounts so allowing customers to schedule an appointment within my predetermined availability allows me to maintain some control on my end but also ensure their needs are met. This service saves a massive amount of time by helping to avoid phone tag and allows me to keep a steady work flow. Up until this past fall I was using Time Trade only in conjunction with outlook and enjoyed being able to send one meeting invite out to multiple accounts at a time. After my company took on Sales Force this become a bit tricky and I did run into some issues. I have, however been able to use some workarounds and can utilize Time Trade as I had in the past. Overall its a very useful tool!
Saves us a lot of time scheduling
Our use case is scheduling meetings with clients. We had the typical pains of multiple calls or long e-mail chains to find dates that worked for all parties. It also took up a decent amount of staff time simply trying to schedule. We implemented TimeTrade and have had a great experience. We've been able to allow clients to self-schedule now saving everyone time. The UI also looks great for the client which is a plus. The implementation support was excellent. The learning curve was pretty short, must users grasped it pretty quickly. We did have a few bugs here and there once we started using it in the real world, and their support has done a great job of addressing them. We've also been able to integrate some processes via process builder which adds even more power to TimeTrade. We've enjoyed it so far and continue to look forward to leveraging TimeTrade to make scheduling meetings less time consuming.
Overall a great product
Implementation of the product was great. We had Enough of support when required. Initially had few hiccups however were provided a workaround. Overall a great product. Saves time in exchanging calls, emails with the client.
Great and user friendly tool
In our organization we were looking for the tool, where client is able to see consultant availability and schedule the meeting accordingly. This tool surprised us with usability and how user friendly it is. We are happy with the tool as consultants and clients are happy as they do not need to exchange e-mails with us regarding our and theirs availability. I highly recommend
Huge time savings
TimeTrade has significantly cut down the time it takes to schedule a meeting with my clients. Instead of going back and forth with static dates, the client is able to pick a date and time that works best for them. I've heard how awesome they think this is on their end but I love it as well!
Great Basic Functionality - Lacking Stability and Advanced Features
We have been using TimeTrade for a few months now. The sales team loves the functionality and it has reduced our no show rate. However, we have not gone a week without a bug. While it is integrated with Salesforce, having a certain setup or using other features of Salesforce risks breaking TimeTrade. While TimeTrade releases updates once a quarter they are not fully tested and the last release caused more problems than it solves. Finally, anytime Salesforce makes an update there is a possibility it breaks TimeTrade. App with a lot of potential but it not stable enough to recommend.
Nice Scheduling Tool
Our organization was looking a time scheduling tool. Timetrade is a nice scheduling tool come with more pros and less cons: Pros: Send invitations Event auto creation upon meeting confirmed schedule from any object mobile support other system able to call TT function to create invitation Cons: only use standard email field(custom email field will be extra charge) cannot schedule 1 particular meeting and send to multiple recipients Overall, we found this tool is helpful and in certain area we found limitation. Good tool.
Great time-saving tool
This tool has significantly simplified my meeting scheduling. I no longer have to offer several time slots to clients, block out this time from my calendar, create meetings manually in Zoom, and keep tracking of the whole process. Customers can simply choose the time that is best for them based on my availability. I also like the flexibility, like rolling time scheduling.
Click, Click, GO!
TimeTrade revolutionized the way we used to coordinate meetings at my company. It removed the clunky system of back and forth the customer trying to find the best time for both you and the customer. Now I can tailor my calendar to accurately reflect my open times, send an invite to the customer, and they will have a clear cut picture of when I can assist them. If I need to make on the spot corrections, TimeTrade that can that happen with it's "Custom" availability functionality. TimeTrade has become a part of my everyday workflow and I honestly could not go back to how it was before.
Hi Greg, thank you for the feedback and comments regarding how the sales team is finding value in utilizing TimeTrade. While all of our releases go through a complete testing cycle and we also allow customers to test each release in their Sandbox Orgs to make sure that custom workflows or processes will continue to function properly when utilizing TimeTrade. I am happy to chat to learn more about how we can continue to improve our product to meet your team’s needs.