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Sign into your accountThink You Know Top Producer? Think Again.
October 13 2013
We reviewed Top Producer CRM in May 2012. Since then, we've been hearing rumors that the team is going to make some big improvements. We met with them again this week to see what's new and discovered that they weren't kidding: This isn't your mother's Top Producer.
The Goal Remains the Same
It's not the destination that has changed at Top Producer, just the routes you can take to get there. The goal behind the CRM is, as it has always been, that an agent can log in and immediately know what they need to do that day. The difference is that this can now be accomplished from any Web-enabled device and done with even greater ease and efficiency.
Let's take a look at some of the major changes.
Follow-Up Coach
According to Top Producer, the goal of its new Follow-Up Coach is to do more with less time and less effort. When the agent logs in, the Follow-Up Coach will give them five people to follow up with that day. Those five people will come from a variety groups within their database and essentially represent "hidden opportunities."