"We started receiving positive feedback immediately. One of our account executives received a call from a broker during the morning break on the first day of training; she was able to obtain the information on the transaction from the new system to answer all the broker's questions. Because she could satisfy the broker immediately without having to make calls that would tie up another employee to research the questions, we knew we were on the path to generating a return on our investment in SalesDRIVE CRM from the very first day of rollout."
Ken Carter, EVP
National Home Equity
GuideMark's SalesDRIVE CRM is the only mortgage banking CRM that helps your sales team sell more. This delivers results like increased revenue and net income per FTE, higher loan to closing conversion ratios and improved market share with existing brokers.
GuideMark SalesDRIVE interfaces CRM with other mission-critical business applications like your Loan Origination System (LOS). This reduces the need for internal communications (round robin voice or emails) to find out key customer information, resulting in improved sales effectiveness and reduced operational costs.
A key component of SalesDRIVE CRM is DRIVE, our proprietary, sales-driven process that focuses on requirements, value and results.
SalesDRIVE CRM takes a strategic approach to time and territory management, using customer segmentation to identify the highest potential customers. This helps your AEs and LOs manage their time and focus efforts on the best, most profitable business as well as increase broker retention with more effective sales calls and targeted cross-selling.
Analysis tools like the Broker Profile and Scorecards provide actionable business and account intelligence that helps bankers, brokers and producers track and close more business, faster and more effectively. Better data also helps avoid bad business.
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The Broker Profile is an up-to-date view of business with each Broker including business mix, total business volume and unit and dollar share of wallet for the Broker. (click for screenshot) |
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Scorecards offer summary and detailed analysis of production, which aids management decisions and productivity. (click for screenshot) |
National Home Equity (a division of National City Corporation) achieved an 80% reduction in calls to its operations center, resulting in double digit improvements in pull-through and revenue per unit and increased net income per FTE.
To find out how your company can achieve similar results with GuideMark SalesDRIVE CRM, all it takes is a short half-hour conversation with a GuideMark CRM expert. You'll learn how SalesDRIVE CRM can help your sales people sell more.
Just call us at 603-888-5500 x202, email info@guidemark.com or send a request through our Contact Us page.
