OptifiNow Announces New Integration Features with Cisco Phones

by John McGee 05 Oct 2019

Numerous studies have been done to measure the importance of reaching a customer first as it relates to closing a sale. Conversion rates of leads can be up to four times higher for companies that respond to inbound inquiries within minutes. OptifiNow, a cloud based sales automation platform, is helping businesses to improve the efficiency of their sales teams through a new integration with Cisco.

When a potential customer fills out a form for more information on a company’s website, that company needs to respond immediately if they want to increase their odds of converting that customer.   Recent studies show that on average companies are responding to inbound leads in 2 days and that almost 30% of leads never receive a call.

The new Cisco integration with OptifiNow will enable businesses already using Cisco phone systems to seamlessly move from a manual call response system to an automated sales platform. Companies utilizing OptifiNow & Cisco will be calling the lead before the lead even has a chance to navigate away from the company website.

OptifiNow automates the sales process. The moment a sales lead is submitted online, it will be entered into the OptifiNow database, assigned to a sales person and the Cisco phone extension will begin calling the lead. On the sales person’s computer screen, the details the lead supplied on the company website will pop up. The sales person will then be fully prepared to deliver the information the customer is looking for while tailoring the sales message to that individual’s unique interests.

Additionally, the OptifiNow system will send triggered emails and text messages to the lead, if it is designed into the sales process. Converting leads is directly tied to making contact with them. The faster and more consistent a company makes contact, the more often they will win the sale.

Leave a Comment:

We respect your privacy and will not publish your personal details.

Recent Blogs

  • Meet Us at the 2021 MBA Convention & Expo

    Come see us in sunny San Diego at the 2021 Mortgage Bankers Association (MBA) Annual Convention and Expo Oct. 17-20. Every MBA member knows this is the industry event of…

  • Why Oaktree Funding Chose OptifiNow

    To continue Oaktree Funding’s motto of “the relentless pursuit of perfection,” they upgraded to OptifiNow to get one step closer. As a wholesale mortgage lender with Non-QM and conforming loan…

  • Wholesale Mortgage Lenders Need a “Whole-istic” CRM

    As a wholesale mortgage lender, you need a CRM custom-tailored to the B2B industry that’s equipped with the functionality to meet your specific needs –– especially now that an increasing…

  • Conference Season is Here, Folks! Join Us at the WSMC!

    It’s been a long time since we gathered in person, which makes getting together at the 2021 Western Secondary Market Conference on August 24th even more exciting! Organized by the…

  • Discover the Possibilities of Innovative Marketing

      We’ve all heard the phrase, “communication is key,” but what does that mean for mortgage lenders? What are the most effective ways to reach your audience? What’s the game…

View All

Ready to exceed your sales targets?

OptifiNow is a powerful all-in-one platform that helps enterprise teams easily handle the entire sales cycle – for results you can measure on your bottom line.