SalesTech is our bespoke decision engine software that gives businesses the ability to automate their entire onboarding process with custom integrations. For anyone operating in the business and commercial finance and wider B2B finance industry, SalesTech is designed to transform the way you make deals.
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Our decisioning software utilises a range of data integrations, from business credit reports to custom form flows, to give you the power to automatically assess, qualify and pre-package deals for your leads in seconds. SalesTech is fully bespoke, so whatever the specific needs of your business, our decision engine software is ready to meet them.
"We only had the capacity to qualify and deal with 10 - 15 deals per week. Now with our automated decision engine, we scaled our email marketing and PPC and can now automatically pre-qualify 300 - 400 deals each month"
Our pre-qualification and pre-packaging automation software uses customer bank statements, financial documents and business credit reports to automatically score inbound leads based on your custom criteria. SalesTech feeds this information into a custom portal where you can access all your customer data, view the progress of your deals, and see which lenders they’ve matched to in real-time.
Once scored, SalesTech automatically pre-packages your deals to be sent out directly to any of your matched lenders with the best funding option; whether this be unsecured, secured, asset finance or any other available funding option. However you operate, SalesTech automates the entire onboarding process around your criteria.
The bank statement and document upload feature of SalesTech allows your potential customers to upload their information directly to the bespoke decision engine. You’ll have all the documents essential to your onboarding process seamlessly collected, organised and ready to analyse.
SalesTech gives you the ability to perform automated business credit checks. Using data from Creditsafe, one of the world’s largest credit checking agencies, we integrate company financial information into our bespoke software to ensure you make highly accurate and informed decisions based on financial information. This speeds up your pre-qualification and onboarding process while ensuring a greater degree of accuracy than can be guaranteed with manual credit checks.
Alongside document uploads and credit checks, our custom form flow builder allows you to embed a loan eligibility form on your website, providing you with a method to further screen potential leads based on your specific criteria. You have the ability to create specific lines of questioning to match your customers to the best financial option and lender for them
Once your bespoke SalesTech software is up and running, our live deal tracker will let you know exactly where each deal is at in the onboarding process. You’ll also have access to the lender comparison panel which matches your deals to the correct lenders automatically. This process is supported by our email reminder system that ensures you never let a lead die, with updates for every step of the onboarding journey.
SalesTech can automate the entire deal process from beginning to end. With our CRM integration feature, you’ll be able to integrate any enquiry or deal straight into your CRM, allowing you to stay on top of all your customers with ease.
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