What is Sales Engine?
Sales are born in a Customer Relationship Manager (CRM), one you can use. With it's clean and visually striking interface Sales Engine confirms that an enterprise sales solution does not have to be drab or boring. Since its launch we have added LDN (Lead Distribution Network), B2B Partner Module, Exchange Integration for emails/calendar and synchronization with RMS Compass™.
Benefits and Insights
Why use Sales Engine?
Key differentiators & advantages of Sales Engine
- LOS (Loan origination software) Integration
Sales engine can push your data directly into today's leading LOS platforms saving you valuable time.
- Affordable & Economical
Monthly SE subscriptions begin for less than $30/month. Group discounts are available for groups and companies
- Stacks: Advanced searches made easy
Easily lookup prospects based on several criteria with a few clicks on your mouse
- Email & Calendar synchronization
Synchronize SE with your emails & calendar for improved communication with your prospects
- Automated lead delivery
Ordering internet leads? Nearly all major lead vendors can eject your leads into your SE account and also notify you by text or email.
- Text and Email reminder notifications
Never missed a follow up call or an appointment in SE. You can receive reminders by text or email when you are out of the office or on the road.
- Easy user management and sharing permissions
Creating hierarchies and sharing permissions is as simple as drag and drop. Also set user's permissions, lead status and more.
- LDN: Lead Distribution Network for groups
Automate lead distribution to your sales team based on specific rules. You set the rules, SE does the rest delivering leads.
- Track B2B referring partner relationships
Nurture and track your referring business partners. See which loans came from each B2B contact in SE.