Factoring 101
Introduction to Pipedrive
Introduction to Pipedrive CRM
If you are entering the industry with career intentions as a business finance broker / consultant, you will, without question, need a CRM or Customer Relationship Manager. In a relatively short time, you will accrue hundreds of quality leads for your services. Within 5 or 6 months, you should be marketing to 500 hundred business owners. Professional factoring brokers and consultants will likely accumulate 5,000, 10,000, or as many as 15,000 prospects and referrals source over the years. You simply cannot manage such numbers without a quality CRM. Pipedrive is the CRM of choice with IACFB and DataMax.
Introduction to Pipedrive CRM
Though we sampled dozens of CRMs over the years, we chose Pipedrive for not only our consultants but also for our offices as well. With its ease of use and low monthly pricing, we have found Pipedrive to be a CRM that was made to order for consultants of all kinds. Configuring Pipedrive for use as a factoring consultant is a breeze. In fact, we show you exactly our we configure Pipedrive when you start your Factoring 202 training.
Building Your Referral Networks
All career consultants at IACFB will focus heavily in building NETWORKS and that includes networks of banking professionals such as loan officers, accounting professionals, business development officers, and more. To build relationships with these individuals that can provide you with unlimited clients over time, you absolutely must have a management system in place to manage data. You must have an easy to use CRM where you can store the data that allows you to build those relationships. That is Pipedrive.
Sponsored Agents
In addition to your standard networks of professionals, all career professionals have also come to understand how beneficial the Sponsored Agents Program can truly be. Sponsored Agents can be the key to you elevation to that six-figure income you are seeking in the industry. In fact, there is no faster method (and more economical way) to break that $100,000 earnings barrier than we know of than to focus from day one building a productive network of sponsored agents for you “Agency”. And one of the keys to success in that kind of income requires organization. In short, it requires a CRM like Pipedrive.
Get Pipedrive for 30 Days FREE!
Try Pipedrive for 30 Days FREE. Use the set tips in Factoring 202 to see exactly how we use Pipedrive to build our business. Start Now building your network of Sponsored Agents. Click the button below.
