Dalibor: What is the biggest myth you keep hearing about Salestrekker 2.0 from brokers?

Christian: One of the biggest myths that I hear regularly from brokers is the mistaken belief that data created in Salestrekker will not transfer to Salestrekker 2.0. It absolutely does, all we need to do is re-activate it. And if you can’t do it yourself, then specialists and support exist to do this easily.

Dalibor: What is the biggest misconception about Salestrekker 2.0 that you are hearing from brokers?

Christian: I am hearing that brokers are going to wait to review their data templates and processes and implement Salestrekker 2.0 at the same time. We are encouraging brokers to review their processes now as a commitment to continuous improvement and build the processes for Salestrekker 2.0 that you need ahead of time. For example, if you don’t have something as basic as a naming protocol for your templates and processes, it will be much harder and more time-consuming to automate more of your business and be fully prepared to make the most of Salestrekker 2.0. This may be because they aren’t making the most of the current Salestrekker platform. However, not addressing the issues that didn’t help you make the most of Salestrekker, won’t magically solve integrating the new automation features in Salestrekker 2.0

Dalibor: What are brokers most excited about with Salestrekker 2.0?

Christian: The big demand ticket is group tasks. Salestrekker 2.0 is meeting the demand for brokers to prioritise their tasks, assign them to teams and ensure they remain categorized as critical so workflow can’t move forward unless it’s completed. It’s the only way to standardise processes and remove potential errors. Plus ensure you remain compliant. What this gives broker firms is greater control over the process and then the customer service outcome. Nobody wants a diminished customer experience. And from our industry experience, the simplest way to write more loans is to put the processes in place to facilitate new leads.

Dalibor: How do you let brokers know Salestrekker 2.0 can help with lead generation?

Christian: That’s one of the most helpful components of Salestrekker – particularly for those brokers who are already investing in paid social media and actively chasing to grow. It’s more than setting up regular newsletters with clients. If you have the right processes in place to automate even more of both your business and time (that will face more pressure as your leads increase) then email marketing is a logical step. Salestrekker 2.0 automates a warm-up email marketing program with sequenced emails. From introduction to setting expectations about what comes next and keeping them up to date about the process. Brokers see great value in this because as they get busier, it is impossible to make the time to take care of email marketing campaigns to individuals on different stages of their journey. Again, it’s all about improving the customer journey – or the opposite of this which is a diminishing customer experience.

Dalibor: What is a truly valuable feature of Salestrekker 2.0 that can help with broker reputation and building a business?

Christian: Again, coming back to automated email campaigns and their power. Not many people enjoy emailing customers for things like reviews – they could be scared of not receiving a 5-star review. But this is a valuable action to take for your business and it’s great feedback. We have an instance of turning on a Google review automation for a key client and in 24 hours they tripled the number of reviews they would normally receive for one month. We are looking for critical mass for brokers and if you have an authentic score over many reviews, it is more believable and certainly more authentic.

Dalibor: How are you measuring an improvement in processes with Salestrekker?

Christian: We collaborate with brokers to implement identifiable templates and processes, including automated workflows and we estimate it can take their Salestrekker usability rates from 10 to 40%. Then the next level of process improvement and automation can move them further up the ladder to 60 to 70 – 80%.

Dalibor: How is Auctus helping brokers with sophisticated reporting?

Christian: The beauty of Salestrekker 2.0 is that we are collaborating with brokers now to establish the right processes and are also building out reporting panels and dashboards in Salestrekker to prepare for the powerful analytics that Salestrekker 2.0 will deliver. Remember – the data and systems transfer over so by getting ahead of the game, particularly with the Power BI integration in Salestrekker 2.0 means huge gains.

Dalibor: We hear this question is the most popular ‘How will Salestrekker 2.0 make broker's lives easier?

Christian: It sure is. Salestrekker 2.0 can be customised to meet unique brokerage requirements greater than ever before, and this will improve the customer experience even further. Key improvements such as client fact finds, team member automation, dark mode, pipeline forecasting, and a faster loading time will streamline broker life as we know it. And the best bit is it’s so intuitive and user friendly, you can just ‘follow your nose”.

Salestrekker partners with Auctus Coaching to streamline the implementation and workflow for Salestrekker and how it benefits the overall tech stack a broker needs to be successful in a data-dominated lending era.