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Focus Point

Broker Software

Streamline your business with our end-to-end client and business management software. Our powerful Podium 2.0 technology platform is efficient, easy to use and functionally rich.

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  • Podium 2.0 combines a world-class* CRM system and award-winning** marketing capability, Marketing Hub. You’ll enjoy multiple product search, sales and simulation tools, electronic loan lodgement and comprehensive reporting capabilities.
  • Podium 2.0 eliminates administrative stress, while assisting with compliance obligations, allowing you to concentrate on the most important aspects of growing your business.

 

 

Software Capability

Software Features

  • End-to-end business management and reporting solution
  • Market leading CRM system
  • Marketing Hub
  • Support for NCCP responsible lending obligation
  • Single-sign-on access to multiple applications
  • Electronic loan application lodgement
  • Extensive range of sales tools, including powerful product search
  • Online and offline solution, with tablet compatibility
  • Comprehensive training and support
  • One-time data entry with data flowing through to Application & Lodgement functions 
  • Easy to access summary of total loan portfolio submission status
  • Fully integrated commission claims and reporting system

*Salesforce has the highest CRM market share in the world( currently 18.4%). http://www.forbes.com/sites/louiscolumbus/2015/05/22/gartner-crm-market-share-update-47-of-all-crm-systems-are-saas-based-salesforce-accelerates-lead/#4b1c2c1e4e6e

*Salesforce is the regular winner of CRM awards. Eg Best CRM suite award from CRM Magazine 2014. http://www.destinationcrm.com/Articles/Editorial/Magazine-Features/The-2014-CRM-Market-Awards-98228.aspx  

*In 2014, Gartner named Salesforce.com (CRM) as the leader in the customer relationship management (or CRM) space for the fourth consecutive year. http://marketrealist.com/2014/09/why-salesforce-continues-to-dominate-the-crm-market/

**Best Technology Platform Winner (Australian Broking Awards 2014)