CRM Dialer
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Basics of Mortgage CRM for Brokers and Lenders
Published on: December 29, 2021
Customer resource management has seen wide scale adoption in effectively all industries thanks to its ability to enhance the sales process while saving organizations time and money. Mortgage CRMs have become increasingly popular with both lenders and mortgage brokers looking for ways to compete better and stand out from the crowd. They’re particularly valuable in […]
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How Insurance Agents Use CRM Software
Published on: December 22, 2021
Today, insurance agents don’t just compete against each other; they also compete against self-serve online portals from major carriers that can bypass the need for an agent altogether. As a result, it’s more important than ever that agents look for any advantage they can get in finding and recruiting the customers that still want the […]
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How to Be a Better Solar Salesperson: 5 Tips to Drive Solar Sales
Published on: November 17, 2021
Q2 2021 saw more new solar installations than any previous Q2 in U.S. history, with records being set in both the residential and utility-level sectors of the industry. Q2 also saw the U.S. break 3 million total solar installations, a number driven largely by residential customers. In short, the industry is booming. But with opportunity […]
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The Importance of a Cloud-Based Sales Dialer
Published on: November 10, 2021
A cloud-based sales dialer is a mission-critical tools in modern sales environments because they transform the telephone from a simple tool with minimal functionality into a self-contained call center that boosts productivity, close rates, and revenues while reducing agent workloads and improving the work environment. Cloud-based sales dialers use voice-over-internet-protocol (VOIP) technology and advanced automation […]
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Can a CRM Work as a Debt Collection Tool?
Published on: November 3, 2021
Debt collection is effectively a sales environment, but one in which the prospect on the other end isn’t just ambivalent, but is often downright hostile to the idea of paying, making the job of debt collection agents extremely difficult. Customer resource management (CRM) tools are designed specifically to enhance lead management and the sales process, […]