OptifiNow's new CRM platform employs an automated broker scoring system to enhance account management, driving efficiency in sales through prioritized focus on high-potential accounts.
The easy implementation of OptifiNow's CRM has significantly streamlined our processes. It effectively integrates our sales and marketing teams, leading to improved overall productivity.
The broker scoring system, known as Account Classification, allows account executives to analyze loan production and prioritize accounts, which is crucial for maximizing sales efficiency.
With automated marketing features that track client activity, our sales reps can now deliver targeted communication through various channels, ensuring a more personalized customer approach.
#customer-relationship-management #nonqualified-mortgage #optifinow #account-management #sales-efficiency
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