In this article, I'm going to cover three document management capabilities that I think are most important for a financial CRM to have. All three features are integrated into the DebtPayPro software. Document management is one of those feat...
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Take a moment and think of your most compelling sales memory. Think about a sales seminar, a purchase you made with the salesperson leaving a huge impression on you, or even a professor or teacher whose lecture you remember and can still re...
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Document management and storage is a challenge for any business. After all, is there any project you complete that doesn’t require referencing past documentation. But for those businesses in the financial sector, the stakes are raised. Prop...
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Is Email Marketing dead in 2017? Far from it! With the advent of Social Media and how people currently communicate online, email marketing has lost a bit of its luster, but that does not mean it is not a profitable online marketing endeavor...
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It doesn’t matter what you are selling, or to whom, at some point you will hear the phrase, “I think I will shop around a bit” or something similar. There are multitudes of sales books and sales gurus selling those books with their answe...
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Customer Relationship Management (CRM) software is an essential element of managing a successful business in the debt settlement industry, and making sure you have the right CRM software for your company's needs is an important facet of mai...
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While you may think of debt settlement as something an individual does to improve his or her financial standing before buying a house or a car, debt settlement can also be useful for businesses. While there are many types of software that a...
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In the debt services industry, it may take more than one contact with a client to achieve your goals. You may need to reach out two, three or more times to get through to the right person and realize resolution. That is why follow-up is so ...
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One might be tempted to conclude that Customer Relationship Management or CRM software would be limited to companies that are selling a product or a service to an end user. After all, a customer is someone who buys a product or service and ...
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