Mortgage CRM plus Warm Mortgage Leads
CRM For Financial Services Software by Salesboom supports business lines for the Financial Services Sector. Our Mortgage CRM offering with Data-as-a-Service (DaaS) supplies warm Mortgage leads right into the CRM, with all the details, real time Alerts, Followups with click-to-dial and Drip Marketing to nuture them to a successful loan. Fully customizable, with Dashboards with Analytics and KPIs, Salesboom Mortgage CRM brings you more success with less effort. CRM Software and support. Mortgage CRM is perfect for banks, investment banks & Hedge Funds, insurance companies (including brokerage, underwriting and reinsurance) and Mortgage Brokers & Lenders,REITS & Real Estate Investors, and more.
In today's challenging economic climate, Mortgage lenders are having to leverage technologies such as Big Data and Cloud CRM to keep up. Services organizations are fighting to differentiate themselves from the competition and to do process more loans with less resources. Products, terms and distribution models are imitated by competitors and make its challenging to grow.
Many organizations are finding it challenging to find new prospects and that warm Mortgage leads (ready to refinance and take offers) are harder to come by with all the websites competing for their business.
Our CRM system for financial services meets the needs of the entire financial service sector, our powerful CRM features helps retail banks, private banks, corporate customers, and investment banks as well as by leasing enterprises, banks that provide building loans, asset management companies, insurance organizations and financial sales companies.
The financial services organizations growth is hard to achieve, revenue is under intense pressure, and the actual cost of doing business continues always rise. So increasing share-of–wallet with organizations’ most profitable clients is just as important as acquiring new ones and less costly.
With Salesboom Online CRM software, your institution can nurture relationships that support cross-selling and increase share-of-wallet. Also, we help you initiate marketing campaigns that get the right message in front of the right customer.
Salesboom Cloud CRM software for Financial Advisors and Services addresses and integrates Financial Services organizational requirements from three key areas. Operational, Analytical, and Collaborative. The degree of detail and integration is scalable, and can be modified by users as needed. Salesboom offers solid customer support, training and professional services as needed.
Salesboom CRM for Financial Services offers customers an opportunity to assess, streamline and improve:
- Operational activities with the automation of basic business processes (marketing, sales, service)
- Methods of analyzing customer behaviour and incorporating business intelligence strategies
- Collaboration with customers on multiple communications channels
- Collaboration between organizational team members to ensure a quality customer service experience and follow up
- Front and back end integration (supply chain)
- Workflow and assignment processes
Salesboom is a highly integrated Customer Relationship Management (CRM) software that delivers on-demand capacity to better manage all aspects of delivery in the Financial Services Sector. Salesboom CRM offers integrated information holdings that support excellent and timely customer service, while providing contextual informations upholding decision making.
Mortgage CRM
Salesboom CRM software offers services in support of personal and commercial banking operations. The table below addresses standard sales and support activities supported by Salesboom CRM Software Solutions.
| BUSINESS - FINANCIAL SECTOR | ACTIVITY |
SALESBOOM CRM SOFTWARE RESULTS |
| Provision of loans and mortgages | Uniform enforcement
of Credit processes for all credit officers in the Financial
Services Sector |
Automate
processing of Loan Requests in a secure electronic format
using workflow for quote and approval processes. |
| Issuance of credit cards | Statement presentment, delivery and archiving:
|
Uniform enforcement of Credit processes for all credit officers using CRM resources. Integrated Workflow capacity is built into the software to track account activities for security and customer support activities. |
| Sale of additional financial products such as RRSP, RHOSP, RESP, ETC. | Marketing,
sales, product specification, pricing, quotation and targeting
activities. |
Create
highly personalized marketing campaigns and execute them
across multiple channels. With need analysis and product
recommendation capabilities, Salesboom CRM helps agents
close the sale by providing the right product choices. |
| Profiling for Credit & Lending | Originate
credit and lending products |
Salesboom CRM can create an environment that streamlines services by sharing credit indicators to process:
|
| Salesboom CRM | Referral
management |
|
Targeted
sales |
|
|
Call
list management |
|
|
Household management |
|
|
Identify
client values |
|
|
Self
serve |
|
|
Advisory
services |
|
|
| Bank Cards | Ensure
linkages so payments for bills can be made automatically
via Interac or ATM Services. |
|
| Banker Productivity | Improve
advisor productivity |
|
| Document Management | Background
information, marketing collateral, policy development,
pricing, etc. |
|
Salesboom CRM services has capacity to integrate and support the following business lines on-demand and as-needed to deliver successfully in your financial enterprise:
| BUSINESS ACTIVITIES | ACTIVITIES |
| Marketing Analysis | Develop marketing strategies and maintain campaign history in a company repository available as a working file, a reference repository for lessons learned, a resources for decision making, training purposes, etc. |
| Sales | Track sales activities, strengthen sales strategies, incorporate sales protocols, study sales successes/failures to finesse future sales strategies, provide instant overview for team overview and action. As a result it is easier to develop better targeted sales offers, up-sell and cross-sell opportunities. |
| Customer Service | Deliver exemplary customer service with instant access to product marketing collateral and partner product information. |
| Customer and Partner Management | Manage information and activities for customer and partner relationships from within one system to ensure good information exchange in support of sales, supply management, customer and product support. |
| Call Center | Manage call center services with on-line software that links the service team in real-time to sales information, product information, pricing and billing options and self service options. |
| Policy Enforcement | CRM implementation enables consistent enforcement of organizational policy. This capacity enhances areas where policy is important in terms of revenue generation, legal responsibility, regulatory compliance, Occupational Health and Safety, demonstration of fiscal due diligence. |
| Work-flow | Embed business processes into Salesboom CRM to promote consistency and reduce costly training activities. |
| BUYING IN | ACTIVITIES |
| Customization | Consider
customization in the context of business lines, and updates
as changes occur. Salesboom offers a wide range of customization
options from within the system. This introduces the possibility
for our customers to manage as little or as much customization
as desired from the desktop. Once customization requirements
are identified, implementation can be accomplished with
consultation with Professional Services to determine what
level of integration may be required to achieve your desired
results. |
| Events Driven Advice | With access to 'up to the minute' information in organizational context, it is possible to provide accurate advice where timely information is critical to decision making. |
| Integration of business processes | If the customization required is complex or fairly sophisticated in terms of true application, then the Professional Services team will review the requirements and identify integration points and implementation options. This includes identifying information holdings you wish to bring forward for service support in your new system. |
| Technical integration of Web Services Platform | Because of the flexibility built into the Salesboom CRM system, it is possible to use the API packages to integrate existing systems for a rich customer service environment. Additionally, Salesboom has back-end functionality that can bring a full service on-demand system into operation where retention and integration of existing back-end information holdings is desirable. The Professional Services team will work with you to identify and suggest trategic integration options. |
| Professional Services | Salesboom offers Professional Services to help with any or all stages of your Enterprise Resource Planning (ERP) activities. This includes a review and analysis of business processes, translation of process into requirements, and from requirements into implementation plan and implementation and training activities. |
Secure CRM Information Exchanges
Information within the Financial Services Software is secure and accessible based on a highly scalable permissions tree. In scaling the access to information on the site, you are able to protect resources appropriately and open up information resources for sharing based on organizational need. Furthermore, there is Audit Trail functionality built into every item into the system. This assures system services that can identify any information changes, access and sharing activities (and the owners) on the system. You can access Audit information at any time for review and reporting purposes and to demonstrate due diligence in adherence to legal, financial and commercial security duties common in the Financial Services Industry.
Regulatory Compliance
Salesboom CRM software facilitates Financial Services Organizations to meet evolving and stringent protocols from a variety of regulatory agencies tracking activities within the spectrum of financial service offerings.
Salesboom Cloud CRM's benefits to the Financial Services/ banking Industry:
- Identification of potential customers
- Provision of data regarding history and preferences of investors
- Increase of customer knowledge of employees
- Provision of an excellent view of customer relationships
- Encouraging customer relationships
- Increasing and improving financial productivity
- Storage and provision of financial data of customers
- Easy access to collated financial data
- Managing financial deals
- Evaluation of a potential investment
- Aiding client acquisition
- Investment selling
- Tracking and monitoring financial deals
- Aiding the sales team in the provision and providing of customers’ needs
- Encouraging and assisting the increase of cross selling and upselling
- Enabling the building of trust for brokers, agents, financial planners and more
Pitfalls of CRM for the Financial Sector
- The complexity of this particular industry makes it harder to adopt a holistic and integrated customer approach.
- Financial firms tend to focus more on the product than on the customer. In this respect they are almost oblivious to them.
- Since most financial organizations are considerably big in size, the cost involved is considerably higher.
- There are various challenges facing the industry and these all need to be overcome in order to actually succeed at the implementation of CRM.
The Salesboom Platform:
- Web Services with Service Oriented Architecture (SOA)
- Optional Customization - Capacity for user or professional customization and is fully extensible
- Development and Integration - Web Services API and AJAX / COMET controls are system standards.
- Cost control - costs are contained because the platform is proven both flexible and stable
- Partner Networks - An extensive partner network of over 125 different solutions providers
- Legacy - Salesboom has an API that facilitates integration for web based CRM/ERP solutions with existing front and back office systems.
Professional Services
Salesboom offers professional services in support of the CRM implementation life-cycle and beyond. You might consider:
- Business Modeling Services
- Project Management (PM) Services
- Professional Data and System Analysis
- Custom Integration Services
- Support and Training Services
| Salesboom On Demand hosted CRM, web-based SFA and ERP Software Industry Solutions: | |
| Aerospace Defense | Financial Services - Insurance |
| Automotive | Government Services |
| Call Centers | Hospital |
| Chemical | Hospitality |
| Clinical Practice | Manufacturing |
| Clinical Research | Pharmaceuticals |
| Communications | Retail |
| Consumer Goods | Staffing |
| Electronics | Transportation |
| Energy | Travel |
| Finacial Services - Banking | |
Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.
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