ABT CRM - The Mortgage-Specific CRM That Works The Way You Do

Now there is an easy way to keep in touch with your business contacts and customers.

Microsoft CRM gives you automatic, targeted and ongoing communication between you and your prospects and contacts in an easy to use system. Based on Microsoft Dynamics CRM and using highly effective campaigns and workflow, Microsoft CRM makes keeping in touch simple.

Microsoft CRM can help you to reach out to targeted contacts effectively when the time is right. ABT can help: with our extensive experience in deploying, customizing and managing Microsoft Dynamics CRM, we are the perfect partner to make your CRM program a success.

Customer Resource Management can be divided into three areas: Sales (Lead Management), Marketing (Customer Management) and Contact Management (Rolodex). Microsoft CRM handles it all: Sales
Lead Management	Import and manage leads throughout the sales cycle. Easily convert leads to your LOS system.
ABT Web Application	By using ABT's web loan application form, leads from your website can show up automatically in Microsoft CRM.
Call Center Management	If you want your leads to feed to a call center, Microsoft CRM can be easily configured to feed leads to call center associates.
Marketing
Marketing Campaigns	Select a marketing template and a corresponding customer list and execute. It's that easy. Using Microsoft CRM's library templates, you are reaching out accurately and effectively in very little time.
Create Lists	Use Microsoft CRM's easy search tool to select a specific type of customer based on their unique data. Microsoft CRM supplies a gallery of templates to use for the most popular searches.
Campaign Templates	Microsoft CRM provides pre-developed marketing campaigns targeting the most desired customer types.
Campaign Execution	Easily join lists to campaigns and select "run". It's that easy.
Track Marketing Information	Microsoft CRM's Exchange integration makes it easy to measure response rates.
Import Lead Lists Directly	Import lead lists from familiar mortgage industry sources directly into Microsoft CRM. No re-keying or Re-Entry of information
Contact Management
Customers and Loans	ABT’s unique LOS integration matches customer data with loan data. See your customer and ALL of their loans on one screen.
Exchange Integration	With our hosted Exchange service, you can have access to all of your borrower contact information from your Outlook client. Fast and convenient access to your customers is right on your desktop.
Mobile Access	Using a smart cell phone (windows or blackberry), you can have access to your borrower contact information directly from your phone.
Overall
Professional Services	ABT provides a unique combination of Microsoft CRM and mortgage industry expertise. From a generic deployment to extensive customization, ABT can provide the perfect solution at a reasonable cost.
24 X 7 Support	Anytime you have a problem with Microsoft CRM, we are here to help.
Enterprise-Class Data Centers	ABT provides Microsoft CRM as a hosted solution which is securely housed in multiple data centers spread across the western US.
Available Anytime, Anywhere	Our hosting platform gives you a web-accessable virtual office available from any internet browser.
Secure	Our operations and infrastructure are SAS70 level II certified. From data to physical security, our levels of security are second to none.