How a Debt Settlement CRM Can Improve Collaboration - Debt Pay Pro

August 27th, 2019

How a Debt Settlement CRM Can Improve Collaboration

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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.

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