The Most Powerful Financial CRM Software Available!

Start My Demo

How a Debt Settlement CRM Can Improve Collaboration

Published on August 27th, 2019

Collaboration and communication are key to the success of any company. And technology today helps us to collaborate in new ways. As a result, CRM (Customer Relationship Management) software can not only improve collaboration but communication between employees and departments.

This cross-collaboration dynamic has far-reaching effects within organizations beyond just communication. Employees are able to pass tasks to other key team members to ensure the continuation of an issue or project within a debt settlement CRM.

Customers feel the positive effects too. By improving cross-departmental collaboration, employees and teams are able to resolve customer issues with greater speed. The same goes for internal projects. Teams can bring projects to completion much faster by using their CRM as a collaboration tool of choice.

To help you use your CRM to its fullest potential, we’ve outlined five ways your debt settlement CRM can improve collaboration.

5 Ways Your Debt Settlement CRM Improves Collaboration 

  1. Assign Tasks to Individuals or Teams

    Often, tasks need to be passed between team members or departments. Rather than manually send an email or leave a note on someone’s desk, your CRM can help you remind team members that a task requires their attention through an alert. Employees can check their alerts and notifications within the CRM, making cross-departmental tasks a breeze.

  2. Notify Employees of a New Note on File

    With the right CRM you can automatically notify specific team members that a new note has been entered onto a customer record. The assignee now knows to view that

  3. Set Reminders to Complete Tasks

    Another great feature of modern CRMs is the ability to set reminders for yourself or other team members. This is a great way to remind yourself to complete recurring tasks without having to manually enter them in your calendar or write them down on a piece of paper that can get lost.

  4. You Can Assign Multiple People to a File

    When an important document is uploaded to a customer record, you can assign multiple owners, who are responsible for different tasks related to the document. For example, there may be multiple owners responsible for on-boarding a new client. After one person has completed their task, a trigger can be set to push the next task to the next owner. This keeps anyone from ‘dropping the ball’ when it comes to cross-departmental tasks.

  5. Use SMS or eMail Triggers to Alert Employees of System Event

    You can use modern forms of communication, like text messaging or eMail to alert employees that a new action is required or has taken place.

By using a CRM with these tools, you’ll find that not only do your teams have a faster resolution to a task, but customers will have a greater experience, increasing their loyalty to your brand.

If you’d like to learn how DebtPayPro can help improve communication and collaboration at your company via their debt settlement CRM, reach out to us here.

Back to Blog

See why 1000 Users from 100 Companies use DebtPayPro

Take a Demo of our System

Find out why our customers trust us

Growing my business on the DebtPay platform has been everything I expected and hoped it would be. Their staff is knowledgeable and helpful. I made the best choice for our

David S
Debt Settlement Company

We use DPP to manage our direct mail marketing efforts, manage our leads and get finance applications signed. Using DPP has put us in the 21st century. We're closing more

John M
Lexus Dealership

We've been using DPP for 5 years. We've never considered using anything else. There isnt anything comparable. Our business runs efficiently, profitable and growing on their platform. Its always exciting

Mark C
Debt Settlement Company

I have been a client with DPP for almost 2 years. Their CRM has made our business so simple and easy to use. It has allowed us to grow our

Mary S
Student Loan Company

I've used a few other industry CRM's in the past. None of them compare to the functionality offered by DPP. Hands down the best platform on the market! We're not

Patrick R
Student Loan Company

Having used other CRM's in the past, I can say the value in DPP is un-paralleled. They offer so much functionality, customizations and dealing with their support team has been

Susan A
Law Firm