In a modern, highly competitive market of CRM software solutions and applications, having a top-notch CRM in your brokerage business is one of the most important choices you will have to make. Undoubtedly, for brokers, CRM is a daily part of their schedule. A good CRM will provide them with the means to perform a wide range of tools and functions as well as access to in-depth knowledge of their customer base. The data extracted can provide you with information about customer satisfaction levels and can play an important role in converting your leads into customers. Thus, you can’t afford to make do with just an average solution.
How is CRM important for Brokers?
Running a brokerage business is all about building trust, and it’s no surprise that 85% of new sales are referrals from either existing contacts, previous clients, business partners, or either casual acquaintances. Moreover, when it comes to brokerage business, sale is a long process, with many follow-ups and re-negotiations. In such scenarios, implementing a CRM gives brokers an efficient way to manage contacts, schedule tasks, monitor their pipelines, and stay organized to build successful relationships and close deals.
A full-featured CRM software for Brokerage business
FTT’s CRM is a powerful tool that helps brokers organize and manage contacts, while accelerating sales, marketing, service, and operations activities for their Brokerage business. Our CRM efficiently handles customer-facing tasks surrounding brokers’ organization and its business management, irrespective of complexity. Extensive range of all-important features, that will boost their brokerage business, included in CRM:
- Lead Generation – generate quality leads from different sources by qualifying, nurturing, and finally converting them into customers
- Pipeline Management – manage incoming sales opportunities and track them across different stages until they are finally closed
- Activity Tracking – eliminate all the paperwork and allow your sales team to sell more and better – upload documents, take orders, and prepare reports in no time
- Workflow Automation – automate workflow: from communicating with customers and tracking campaigns, to overviewing sales performance.
Managing Customer Relationship life cycle in one place at no extra cost
CRM is one of the top choices for all professional businesses – includes everything your team needs to convert more leads into customers:
- Store, view, and update information about all of your contacts, including prospects, leads, customers, sales teams, and professional relationships in one place
- Quickly turn prospects into customers by sending marketing communication and sales promotion materials
- Add activities and reminders related to any contact and quickly see upcoming tasks on the CRM calendar
- Check on the progress of customer account applications and view detailed information about your current customers
- Easily jump between the Dashboard and CRM for different views of your customer accounts
- Quickly find contacts using a simple search in CRM or fast search link option to Google and LinkedIn
- Upload many contacts at once by importing .CSV files.
Converting Leads into Customers
Optimizing your sales process has never been easier. With our CRM, broker can simply:
- Structure sales team for greater efficiency
- Qualify leads through different stages
- Build and closely monitor sales pipeline
- Trace every sales activity (calls, emails, campaigns, meetings and visits)
- Develop and nurture long-term relationships with the customers!
An Essential Extension to BrokerTools modules
Though, our CRM is powerful on its own, integrating CRM with other BrokerTools modules across brokers’ sales will make their job easier: Back Office, Trader’s Room, Partner Management, Asset Management, and Social Trading.
Don’t waste your time and energy in searching other CRM’s.
Sign up for free at www.fairtradingtech.com/crm and try CRM demo today!