A Revolutionary CRM for Business Loan Companies - PowerPoint PPT Presentation

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A Revolutionary CRM for Business Loan Companies

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With Onsite CRM, lenders have the ability to run their entire business all under one roof, saving you time and money with the tools business loan companies need in a single system. Take advantage of this total integration and move beyond simple customer relationship management. Step into a package that seamlessly combines customer contact with all the forms you need for your business loan company. – PowerPoint PPT presentation

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Title: A Revolutionary CRM for Business Loan Companies


1

A Revolutionary CRM for Business Loan Companies
  • CRM for Business Loan Company
  • Business Loan Companies work with various
    industries that seek funding for expanding a
    business, buying inventory, working capital,
    purchasing equipment, refinancing, and much more.
    An effective management system that can encompass
    the needs of all businesses as well as ensures a
    timely response and appropriate contacts is
    essential for organizing and securing business
    loans in a seamless process. A B2B CRM has
    launched its groundbreaking business loan
    Customer Relationship Management System (CRM) for
    business loan companies.

2

Onsite CRM is a total business solution for the
financing and lending industry that is designed
to serve the high demand that these companies
require. With Onsite CRM, lenders have the
ability to run their entire business all under
one roof, saving you time and money with the
tools business loan companies need in a single
system. Take advantage of this total integration
and move beyond simple customer relationship
management. Step into a package that seamlessly
combines customer contact with all the forms you
need for your business loan company. Bank
statement validation services, credit report
services, phone system integration, and much more
are all integrated into one easy-to-use system
with Onsite CRM. Move ahead of the competition
with Onsite CRM Lead Controller. Providing
automated, guided selling, lenders and brokers
will be able to attract and retain those looking
for a business loan.
3
A Powerful CRM System Onsite CRM has the power
you need to handle every aspect of your business.
Our customer relationship management system
provides tools for business loan companies and
crm for banks to stay on top of their most
important customer relationships. This system
provides tools for increasing collaboration,
tracking interactions and managing productivity
across multiple office locations if needed. This
means that anybody i your operation can enter
data about a client or other contact, and as soon
as the information has been input everybody has
access to it. Instill confidence in your
contacts, because confidence is everything. A
Seamless System The Onsite CRM system was built
on a foundation that entertains any businesses
work flow management needs with the ability to
customize functionality to fit your business
model.
4
  • Onsite CRM brings everything together in a single
    neat, clean package. Everyone in your business
    loan company will love this user-friendly,
    intuitive system because the entire group can be
    up and running very quickly, with no need for
    lengthy training sessions or complicated user
    manuals.
  • Drip Email Campaigns
  • Convert more prospects faster by sending targeted
    recurring email campaigns. To bring you the best
    possible results, Onsite CRM has partnered with
    SMTP, a first-rate company with more than 10
    years of success at delivering emails, always
    making sure each email gets where it needs to go
    and doesnt get lost along the way. SMTP is
    publicly traded and is the epitome of the
    standard that all other email delivery services
    strive for. The company reaches more in-boxes
    than anyone else in the industry, and we bring
    this outstanding track record to you to benefit
    you and your educational institution.

5
As far as your bottom line goes, using Onsite
CRM and SMTP together means no more wasting money
on emails that end up as SPAM. Research has
proven that 22 of business emails of any type
never actually make it to the client, and this
figure includes emails to potential businesses,
borrowers, and referral sources. With SMTP you
get the highest rate of deliverability in the
industry, so your drip campaigns and responses
dont go down the drain. When you work with
Onsite CRM your message is delivered, not lost.
Contact Onsite CRM now to make the leap into the
world of complete enterprise CRM with
fully-integrated verticals for your business loan
institution. Prevent the introduction of costly
data errors caused by the need to re-enter data
into multiple applications and keep your team all
on one page. Use Onsite CRM to handle it all.
Youll save money every day with this
easy-to-use, total package that puts you miles
ahead of the competition and beefs up your bottom
line. Try it now youll wonder how you ever got
along without it.
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