Blitz Sales Software™ For Financial Advisors
Financial advisors want to focus on retaining customers as well as prospecting to new contacts. Referrals and leads come into the Blitz financial adviser CRM, emails, phone calls, or text messages can immediately notify reps. Website leads from web forms can come directly into the software. Once these web leads are in the Blitz financial adviser CRM, they’re automatically assigned to a rep and become part of the automatic follow-up process. Strong financial adviser lead generation means having the tools you need to find more customers. If your goal is higher revenue numbers, then Blitz can help. Read More…
7 Reasons Why Financial Advisors Need Blitz To Work As Their Financial Advisor CRM Software
1. Automatic Follow-up with emails and tasks for Clients, Referrals, Leads, and Past Clients
• Blitz CRM software for financial advisors automatically schedules follow-ups and sends emails on your behalf in order to keep in front of leads, referrals, clients and past clients.
2. Referral Management
• Blitz CRM software for financial advisors allows referral partners to add leads or contacts directly into you Blitz database via the Blitz the web form or referral portal.
3. Email Templates
• Email templates can be customized to fit the correct communication to your contacts.
4. Neglected Leads or Contacts
• Blitz CRM for financial advisors has a neglected leads feature that makes sure that leads or contacts don’t fall through the cracks. If leads are not being followed-up on the agent, manager and staff will be able to see it.
5. Internet Leads and Website or Social Media Requests
• Internet Leads and web forms for your website leads can be set to come directly into the system. Once they are in Blitz CRM for financial advisors, they can be automatically assigned to a rep and be part of the automatic follow-up process.
6. Sales and Service Rep Notifications (email, text, phone)
• Blitz will instantly notify reps of appointments, new leads via email phone.
7. Tracking Deals/Proposals
• Blitz has a feature called opportunities which allows the ability to put a dollar figure next to the product or service being sold. In addition, any proposals can be attached to the contacts.
Automate Your Day-To-Day Activities with Blitz Sales Software™
Start Managing Your Book Of Business More Efficiently Than Ever!
Blitz Sales Software™ Enables You To…
Sales Follow Up Strategy
- Plan Sales Follow-Up Activities
- Organize Sales Follow-Up Data
- Segment Prospects & Customers
- Sort and Filter Data
Sales Follow Up Plan
- Get contacts into One System
- Send Drip Emails
- Automatically Schedule Reminders
- Record History Note
Sales Follow Up Execution
- Track Sales Opportunities
- Track Sales Pipeline Milestones
- Generate On/Offline Reports
- Monitor and Coach People
Ready To Be More Efficient in Your Business?
Blitz Sales Software™ Helps You:
Close More Deals
Automate Follow Up
Of People Are Looking for Financial Help To Reach Long Term Goals
Increase in Clients Meeting with you Using Blitz Sales Software
Increase In Efficiency Using Our Intelligent Automation
“I love the fact that it will send us reminders to make phone calls for leads and it sends follow up emails out for us. This is critical instead of relying on the human brain to remind us on every lead.”
"Blitz allows us to maximize our time and customize our processes to make us more efficient. While this isn't necessarily easy to set up and achieve, once you get the hang of it and with get the help of one of their customer service reps., you'll be selling more business in no time. Alex (our account manager) is exceptional and top notch!"
“For all sales professionals who want to have a systematized workflow that will both aid you in closing and "keeping score" there is none better than Blitz! ”
Partner, Carroll Insurance Group
Frequently Asked Questions
What do I have to Download and are Upgrades Included?
How Does Blitz Intelligent Workflow Work?
Our intelligent workflows scan every lead in the system and perform acts based on different triggers. This automates your follow up so you don’t have to spend time doing each action.
How does Blitz Generate Referrals?
Blitz has a feature called a Web form that can be given to any referral partner or can be sent to customers asking for referrals. This is basically a “Contact Us” form that adds the lead directly to your database.
My data is in another application. How can I get existing data into Blitz?
Blitz provides a migration service that will update your leads in Blitz that you export from another system. This allows you to switch systems without starting over from scratch. All we need is to update the Status, Milestone, Source, and Assigned user of your previous system to get started. Interested in learning more, Click Here.
How does Blitz use Automation to Improve Follow up?
Blitz’s workflow feature allows you to use automation to target segmented leads and schedule follow-up appointments and even contact them via email.
Can I access my contacts on the go?
Of course! Blitz Mobile allows you to access all the contacts as well as continue the day to day work while you are on the go meeting new clients and booking more deals. Read More…