Deft Sales

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Deft Sales

Offered by Deft Sales
Savings
2 months free
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  • Description
  • Advantage
  • Benefits
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Never miss a prospect again

Deft Sales speeds up your outreach to new prospects and saves time and logistics on continued follow up to as-of-yet unresponsive prospects. Whenever you get prospect contact info from a subscribed lead network, from a form on your website, or when you upload info directly, Deft Sales can:


  1. Call you instantly (if during your set work hours) to tell you about the prospect and ask, "Do you want to try and call them right now?" You can press 1 to forward call to ring the new prospect, so they’re hearing from you as soon as they expressed interest.
  2. Initiate a customizable drip campaign per each prospect source sending text messages and/or emails to the lead. Texts are FINRA-compliant, and emails come from your email address. We provide drafts. The drip campaigns automatically shut off if the prospect becomes responsive (any call, text, or email).
  3. Automatically add each new prospect into your CRM software (or 1-click push if you prefer to vet them first).



Enjoy outstanding customer service. We’re available on video calls when you need us, and we’re always happy to explore suggestions for how to make the app better for you.

FPA Advantage

Watch our 1-minute explainer video. | Check out our blog. | Listen to our podcast on financial planner ROI



"It will allow me to focus on the best part of my work, which is meeting with clients and strategizing with them on their future."

  • Charlene Laney, Mint Financial Strategies
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Benefits

Deft Sales makes it easy for financial planners and firms to professionally stay on top of new prospects while managing other daily tasks.

 

  • 15 minutes to set up
  • Save hours every week
  • Get the most possible conversions out of your lead generation
  • Don’t sacrifice your personal touch

 

Think about your sales funnel. How do your clients first find out about you? You might have engaged a marketing firm, subscribed to a lead generation network, paid for online ads, or worked on search engine optimization to get people to fill out a form on your website. However you’re generating prospects, you want to make sure that you respond right away when they express interest and that none of them slip through the cracks.

 

That’s where Deft Sales comes in. Never miss a lead again.