Why is ClickPoint Debt Settlement Suite a powerful solution for any company in the debt settlement industry?
ClickPoint Debt Settlement Suite is the first system to complete the sales cycle and it all starts with lead management. What most companies don’t understand is that in order to grow, two things are absolutely essential. You need to increase your capacity for sales leads as well as your ability to add new sales people easily. A powerful lead management system can help you do this.
Does the Debt Settlement Suite integrate with back end software companies?
ClickPoint Software is integrated with:
Debt Pay Gateway
Global Client Solutions
Credit Soft
Additionally, ClickPoint Software has integrated with DocuSign to help our clients get digital signatures without leaving the ClickPoint Solution. ClickPoint closes the loop between front end lead management and back end processing. ClickPoint Software provides customers with custom calculations, a built in sales contract, and a turnkey debt settlement workflow. We also make it easy for our customers to use their favorite payment solution. We recommend Debt Pay Gateway.
How Does ClickPoint Debt Settlement Suite Work?
Debt Settlement Suite - Dashboard
Debt Settlement Suite provides a very powerful UI based on the latest technologies.
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ClickPoint Debt Settlement Suite is not like other CRM type systems. We work with Lead Provider companies so that you can get leads into your system without any manual entry. In fact, our lead management system is designed for speed, so that you can setup a lead provider to start sending leads within 24-48 hours. Not only do you get great lead management, our debt settlement suite also has the tools you need to run a successful debt settlement business. We offer built in creditors, banks, calculations, sales scripts, telephony, automated e-mail, and we build your sales contract right into the system. Your sales agents can send out contracts with a couple of clicks of a button. With so many tools it’s easy to see why so many debt settlement companies trust us with their business.
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- Admin Reporting
- Our admin screen gives you the ability to easily spot check sales agent performance, branch performance, and lead performance. You can determine sales agent performance with four key indicators: Contact Rate, Application Rate, Close Rate, and Speed to Contact. Use the dynamic reporting to instantly get a pulse on the state of your company.
- Push or Pull Lead Distribution
- With the ClickPoint Software Lead Management System you can use push or pull lead delivery. Push – This type of delivery allows you to setup criteria like state, city, quantity per day, and preferred lead sources. The system will deliver leads in real time based on quantity or round robin.
Pull – Pull based delivery holds your leads in a queue where leads can be delivered as agents are ready to take them. In the pull based system you determine how many total leads an agent can pull per day. You also determine any other criteria that must be met before an agent can pull another lead. Most of our customers require several actions to take place before the agent can pull another lead.
- Lead Management Screen
- The ClickPoint Lead Management Screen uses the latest multi-tab interface technology available. You can easily see the number of e-mails, phone calls, and rating for each lead. With our dynamic grid you can sort by any column and create custom columns specific to your leads. Spot check lead distribution, assign leads, advanced filtering, send bulk e-mail, click-to-dial, power dial, and return bad leads all from this screen.
- Custom Calculations
- Customized calculations based on your debt settlement programs give you the ability to get sales agents closing deals faster than ever. We make it simple so sales agents can run calculations, follow sales scripts, and generate a sales contract. It’s never been easier to get new sales agents off the ground.
- Integrated Sales Contract
- Send us your sales contract and watch us build it into your system so that deals get closed in less time. You will be able to run an entirely paperless office with our built-in sales contract. Our bi-directional integration with DocuSign gives you the ability to close deals over the phone. Stop waiting on customers to send their contract back in the mail.
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