Technology and Productivity
Projector and Screen: Essential Tools for the Perfect Pizza Lunch Seminar
You must be logged in to access this premium content
Technology and Productivity
CRM
How Smarter Lead Forms Are Giving PAL Associates More Time to Market—and More Credibility with Prospects
You must be logged in to access this premium content
CRM
Why Every Factoring Broker Needs a CRM — And Why Pipedrive’s New “Lite” Plan Is a Game-Changer
For freelance factoring brokers and commercial finance consultants, success comes down to two things: relationships and consistency. And to manage both effectively — at scale — you need a CRM (Customer Relationship Manager). If you’re […]
CRM
For Part-Time Brokers: Test Out the Power of Pipedrive’s LeadBooster Add-On
A Pivotal Point for Lead Generation for Part-Time Factoring Brokers and Agents For new and part-time factoring brokers — especially those juggling a full-time job — every minute counts. You’re building your business during off-hours, […]
Technology and Productivity
Ooma VOIP: A Smart Addition to Your Professional Home Office
As a freelance factoring broker or commercial finance consultant, building a professional and reliable home office is essential to success. One often overlooked component of that setup is your phone system—your first impression to many […]