5 Tools to Automate and Streamline Your Sales Process

Are you using today’s technology to your advantage?

Tools like AI, CRMs and customer financing can increase your productivity without monopolizing your time.

Find 5 tools to help you automate and streamline your sales process here.

1 - Find New Customers with Lead Capture Forms

Lead capture forms can collect the name, email address, phone number, project details and other information about prospective customers on your website and social media accounts on your behalf. In most cases, all you have to do is set them up and give online visitors a reason to fill out your form. Offering a free estimate, project guide or other helpful information may be the incentive customers need to reach out to you.

2 - Reach Your Audience with Social Media

Social media ads and an auto-publishing social media calendar can help you stay in contact with your current online audience and reach new potential customers. Both tools require minimal oversight when set up properly, creating a hands-off presence that can help your business grow.

3 - Build Relationships with a CRM

A customer relationship management (CRM) tool is the heart of a successful business. It not only stores important customer information but can also track your interactions with different people and provide useful analytics that can help you identify and reach your audience more efficiently.

5 tools to automate and streamline your sales process

4- Save Time with AI

There is an AI (artificial intelligence) tool for just about everything these days. Whether you are interested in identifying serious leads, using AI to answer customer questions on your website via chat support, creating a visual to show what the end results of a project could look like or generating initial project estimates for your customers, AI can help.

5 - Close Sales with a Monthly Payment Option

A lot of time is lost when you drive out to a customer’s house, write out a project estimate and then lose out on the sale due to budget constraints. Offering a monthly payment option can help close that sale as well as attract customers who prefer to break project costs into affordable payments. Foundation Finance makes it easy with custom app links that allow our partners’ customers to prequalify for financing on their own time without affecting their credit score.

Interested in other ways Foundation Finance can help you close your next sale?

Contact us for more info: 1-855-241-0024[email protected].

*Upon receipt of a completed credit application and executed contract documents, a hard inquiry (which may affect the applicant’s credit score) will appear on the applicant’s credit report.

You can build on us. Enroll in the Foundation Finance dealer network today.

For dealer use only. Not a consumer advertisement. All credit products are subject to credit approval. Rates, terms, conditions, and promotional programs may vary by dealer and are subject to change without notice.
Note: Use of the terms "Loan," "Lender" and "Borrower" is for ease of reference only. Financings are in the form of retail installment contracts ("RIC").

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