Salestrekker

Exciting News!! As part of our strategic growth and the continued rollout of Salestrekker 2.0, Heather Gallagher will be joining the company in the newly created Head of Customer Success role from November 4, 2024. In this role, Heather will spearhead the implementation of Salestrekker 2.0’s customer success strategies, aiming to enhance onboarding and satisfaction for brokers, aggregators, and lenders. Her primary focus will be assisting these groups in leveraging the extensive capabilities of Salestrekker. As the Head of Customer Success, Heather will work closely with customers to foster engagement with Salestrekker 2.0’s innovations and identify opportunities for them to optimise their usage and achieve better performance outcomes with the platform. “Heather has unique insights into the current pain points brokers face, even when they don’t realise it themselves. As someone with extensive experience in the industry, deep insights into the benefits of Salestrekker 2.0 and standout capabilities as an educator and trainer, this is a coup for Salestrekker,” said Dalibor Ivkovic CEO of Salestrekker. Heather is finalising her role as the Head of Training and Education for outsource Financial, a key aggregator partner of Salestrekker. Before this, her career included roles at the Bank of Queensland and Westpac. Heather states, “I have been a raving fan of Salestrekker as an essential tool for a broker’s business since I first saw it nearly six years ago. Being one of the first users of 2.0 has just increased that enthusiasm. When the opportunity to join Salestrekker and combine my passion for helping brokers build better businesses with the best CRM in the market came along, it was an enthusiastic yes! I am looking forward to working with brokers, aggregators and businesses across the industry to increase productivity and engagement and ultimately provide improved outcomes for the consumer at the end of each of these transactions.” Read more here: https://ow.ly/xovE50TKpXL

It’s that time of year again! Check us out at FBAA - introducing Dalibor Hasselhoff and the Baywatch team. 😉 Great to catch up with so many people. Salestrekker

Already using a CRM system but want to boost your results? Well now you can with Basetrekker. Introducing the latest innovation from the team at Salestrekker. Basetrekker is a Salestrekker-based suite of tools for mortgage brokers that might need to improve the collection of leads from their websites, connect with their clients and referral partners, navigate lender servicing & policy and automate their workflows for maximum productivity gains. White label it, use it on any device, customise the Client Portal – even trial it for FREE for 14 days. Head to our new Basetrekker website for more details: https://lnkd.in/gdFrqdy4 #mortgage #broker #crm #innovation #salestrekker #leadgeneration #businessoutcomes

Ahead of its onboarding of Salestrekker 2.0 to its Australia-wide broker network, multi-award-winning Purple Circle Financial Services believes the accuracy and innovation behind the new platform is the secret to locking in business in the future – for Purple Circle Financial Services and its brokers. For Frank Paratore, Director at Purple Circle, it’s all about not just relying on your main software but on a ‘mind-blowing’ tool that provides almost 100% accuracy for its end users. Read on for more insights - https://ow.ly/BFqR50TRiUk

“With a greater understanding and use of Salestrekker, we can deliver additional benefits and efficiencies while still delighting the customer” Karlie Scharfenberg, Director and Senior Finance Broker Read more about our recent case study on long time user of Salestrekker -The Loans Suite here https://ow.ly/qyV050TnPVV

We love a good news story! Here's our news about our new Head of Customer Success here at Salestrekker - Heather Gallagher. Thanks to The Adviser Magazine.

Another fantastic presentation to 250 brokers in the Finance and Coffee community last night. Did you catch our post earlier today? As part of our continued rollout of Salestrekker 2.0 – we were thrilled to launch our tailor-made Basetrekker solution for brokers that don’t use Salestrekker as their primary CRM or for those brokers that do use Salestrekker. And relax if you are already using Salestrekker – we’ve got you covered. Our vision is to make sure that every broker has the choice to use Salestrekker 2.0 innovation and boost their current CRM offering. Introducing Basetrekker – the Salestrekker 2.0 solution for brokers that don’t use Salestrekker as their primary CRM. Basetrekker helps boost your current CRM with the features you need in one API-enabled package. It’s packed with the most popular Salestrekker 2.0 features. Basetrekker helps brokers and their support staff collect leads on their websites, connect with their clients and referral partners, navigate lender servicing & policy and automate their workflows for maximum productivity gains. It’s also ideal for brokers who want to or may be currently using Salestrekker. Moving forward for new users, Salestrekker 2.0 will be our aggregator exclusive solution. We’ll be rolling out Basetrekker to deliver an improved CRM performance: • Servicing Calculators & Quick Tools • Lender Library & Policy Search – over 120+ lenders! • Customisable Client Portal • Website Calculators, Forms & Comparison Tools • Customisable Workflow, Automation & Tasks • Video Conferencing • Referral Partner Portal Head to our new Basetrekker website for more details: https://ow.ly/x6oR50TIsAz

Introducing Basetrekker – the Salestrekker 2.0 solution for brokers that don’t use Salestrekker as their primary CRM. Basetrekker helps boost your current CRM with the features you need in one API-enabled package. It’s packed with the most popular Salestrekker 2.0 features. Basetrekker helps brokers and their support staff collect leads on their websites, connect with their clients and referral partners, navigate lender servicing & policy and automate their workflows for maximum productivity gains. It’s also ideal for brokers who want to or may be currently using Salestrekker. Moving forward for new users, Salestrekker 2.0 will be our aggregator exclusive solution. And relax if you are already using Salestrekker – we’ve got you covered. We’ll be rolling out Basetrekker to deliver an improved CRM performance: 💥Servicing Calculators & Quick Tools 💥Lender Library & Policy Search – over 120+ lenders! 💥Customisable Client Portal 💥Website Calculators, Forms & Comparison Tools 💥Customisable Workflow, Automation & Tasks 💥Video Conferencing 💥Referral Partner Portal Head to our new Basetrekker website for more details: https://ow.ly/eFAC50TIssP

For Ray Chamberlain of Chamberlain & Co fine tuning Salestrekker is accelerating their efficiency and customer service satisfaction. “The updated communications workflows, new focus on the customer portal, and e-signing capabilities with Salestrekker are getting us closer to the customer, and the positive feedback means they are noticing. That's what we live for here—keeping our clients happy and loyal," Ray concluded. Read more here https://ow.ly/H2Rw50TnPSF

Yesterday's Salestrekker 2.0 Webinar was packed with exciting updates! 🚀 Dalibor Ivkovic highlighted new Customisation and Automation capabilities in Salestrekker 2.0 that make managing your business and client base easier than ever. Want to know about our app plans, when you'll get Salestrekker 2.0, or how to get help to customise it for your needs? And yes, AI is part of the mix! Head here to learn more: 👏 Webinar: https://ow.ly/2u5E50TBQQK Q&As: https://ow.ly/AJ9G50TBQQJ #salestrekker #crm #mortgage #lending #innovation