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Aprovecha los Análisis y KPI de Wurkzen para Destacar en los Servicios Financieros

Aprovecha los Análisis y KPI de Wurkzen para Destacar en los Servicios Financieros En el competitivo sector actual de los servicios financieros, la diferenciación es la clave del éxito. Aunque ofrecer productos y servicios excelentes es importante, comprender el mercado, los clientes y las operaciones internas es igualmente crucial. Los análisis y los indicadores clave […]

Leveraging Wurkzen Analytics and KPIs to Stand Out in Financial Services

Leveraging Wurkzen Analytics and KPIs to Stand Out in Financial Services In today’s highly competitive financial services industry, differentiation is key to success. While offering excellent products and services is important, understanding your market, clients, and internal operations is equally crucial. Wurkzen’s Analytics and Key Performance Indicators (KPIs) provide invaluable insights that can help your […]

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Qualifier™

Qualify Leads Instantly

Instant Qualification

Qualify leads the moment they are added

Qualification Questions

Asks questions that help you prioritize your efforts

Real-time Alerts

Get notified the instant 
a lead is qualified

Book Appointments

Automate appointment booking with hot leads

Call Recording & Transcription

All calls are recorded and transcribed

Assign to Sales Team

Qualified leads are assigned to your sales team

SMS Followup

Automatic SMS follow-up on 
missed calls

Easy Setup

Just create your pipeline and assign your Qualifier

Receptionist

Answer Calls 24/7

24/7 Call Handling

Answers any call day or night with the same consistency

Answering Service

Can be used as your off-hours answering service

Books Appointments

Schedules or reschedules appointments

Call Recording & Transcription

All calls are recorded and transcribed

Customer Notes & Callbacks

Receive customer notes & callback requests

Live Transfer

Transfers important calls to your team

Easy Setup

Setup your receptionist in less than 30 minutes

SDR

Generate More Leads

Pipeline Growth

Generates new leads with AI cold-calling campaigns

Opportunity Creation

Assigns new opportunities to your sales team

Book Appointments

Schedules or reschedules appointments

Live Transfer

Transfers hot leads to your team fast

Customer Education

Answer any questions about your business

Call Recording & Transcription

Calls are recorded and transcribed for quality

Easy Setup

Setup your SDR in less than 30 minutes

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Real-Time Notification

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Rainmaker alerts you the moment a lead is qualified, so you can follow up while the interest is hot. No waiting. No manual updates. Just instant visibility, exactly when it matters most.

  • Instant Alerts for Qualified Leads
  • Prioritized Notifications with Key Details
  • Respond Faster Than the Competition
  • Never Miss a Deal Due to Delays
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Dashboards & Reports

Track Sales Team Performance

Sales 360 lets you see what your team is up to, from phone calls, to opportunities to quotes and invoices. Stay on top of your sales ad revenue performance and never fly blind again

  • View Team Activity
  • Instant KPI Visibility
  • Sales & Pipeline Forecasts
  • Track Activity by Salesperson
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