Key Achievements

• Created A-to-Z client ownership process for reps centered around PhoneBurner
• Efficiency in finding and serving borrowers has soared
• Leveraged integrations for seamless data management
• Systematized outreach to deliver the highest level of customer care

Capfront is a small business funding brokerage that offers borrowers customized lending and advisory solutions. Unlike most banks which offer limited or one-size-fits-all loans, Capfront pairs flexible financing options with dedicated relationship management. The result is a simplified, customer-centric process that delivers long-term value to its clients

Challenges and Objectives

Zack Fiddle’s challenges with outreach began before starting his own firm, when he worked at other brokerages. There, he witnessed the extreme inefficiencies of manual dialing as well as the challenges in finding the right dialer solution. They were either “too enterprisey,” had “insane contracts” or “they weren't efficient enough.”

Upon launching Capfront, Fiddle sought a dialing solution to fit his needs. He wanted software that was fast, but easy-to-use, able to integrate with other tools, and contract-free

The Solution

“I did the research,” Fiddle explained, “I really felt comfortable going with PhoneBurner over other companies because I saw so many advantages.”

Integrations with HubSpot, MailChimp, and Google Calendar helped Zack create a slick follow-up system based on custom fields, email opens, clicks, appointments and other triggers. “Organization is really important to me for data collection and for parqueting, prioritizing and running a lean and mean startup.”

Capfront also leveraged 1-click voicemails, a smart folder system, and other workflow automations to make outreach and callback management simple and efficient for its reps. The process all but guaranteed that leads were worked to the fullest, and high potential prospects were engaged and nurtured.