Resources

Coconut Software Product Overview

The Coconut product overview offers more information on enterprise appointment scheduling software and features like calendar sync and reporting.

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Webinar Replay: How To Assess your Customer Effort and its Impact on your Sales Funnel

In this webinar, we go over what a Customer Effort Score (CES) is, why it is important, how it impacts sales and how you can both assess and improve your own score.

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Coconut Software Lobby Management Data Sheet

The Coconut Lobby Management Data Sheet highlights the key features that enterprise organizations need from their lobby management system.

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Coconut Software Appointment Management Data Sheet

The Coconut Appointment Management Data Sheet highlights the key features and integrations that enterprise organizations need from an appointment management solution.

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Buyer’s Guide: Enterprise Appointment Management Software for Banks and Credit Unions

This guide covers which features and functionality to look for when assessing an appointment management solution for financial services.

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Coconut Software Appointment Scheduling ROI Calculator

Coconut Software’s ROI calculator uncovers the monthly and annual revenue increases companies can expect to see from both the additional advisor appointments and reduced no show appointments made possible through enterprise appointment scheduling software.

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The Ultimate Guide to Digitally Transforming the Appointment Experience

Download the guide to Digitally Transforming the Appointment Experience. Learn the friction points in the appointment lifecycle, the power of personalization, and tools to transform the appointment booking process.

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Enterprise Appointment Scheduling RFP Template

Download the Appointment Scheduling RFP template to help streamline the selection process and ensure you select the best solution.

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Optimize the Customer Experience with Enterprise Appointment Scheduling

Learn about the new digital customer experience that is expected from today’s leading financial services organizations.

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The Ultimate Guide to Improving Contact Center Efficiencies

Download the Ultimate Guide to Improving Contact Center Efficiencies, to learn what may be broken in your current contact center appointment booking process and how to streamline this process.

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By Sean Wilson in Best Practices - Jun 21, 2019

4 Customer Experience Lessons Banks & Credit Unions Can Learn From Amazon

From data utilization to partnerships, Amazon reigns supreme in customer experience. With a ‘Bank of Amazon’ on the horizon, it’s time to take notes.

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