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Top 30 CRM Software Features
1. Utilizing the recruiting section to receive new applicant forms and resumes for hiring sales agents and sub-agents
2. Build and customize online forms, questionnaires, and surveys
3. Manage and track statistics for referral partner leads
4. Utilize the comprehensive leads and telemarketing system
5. Access sample cold calling and telemarketing sales pitches to use when speaking to prospects
6. Send letter templates to prospects and active clients via email or fax
7. Manage online training curriculum program for new sales agents, as well as manage and track progress, steps completed, and scores
8. Board new merchant accounts into the system so you can track and manage existing clients activity
9. Generate merchant application documents with fields already populated on PDF docs that you can view, download, print, save to your desktop, or email to your merchants
10. Receive daily status reports for all merchant accounts boarded into the system
11. Utilize 4 different rate quote calculators
12. Order and track the status of business card orders
13. Send out birthday wishes to your vendors, leads, sub-agents, and your existing merchant accounts
14. Access, view, and download forms, training materials, and marketing materials using the document download center
15. Utilize and manage all your contacts with the address book
16. Keep track of all equipment and software inventory, costs, pricing, and inventory on-hand
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