Nate Auffort demos Quility's Switchboard Funnel, a sales platform with integrated dialer, dynamic scripting, texting, and quoting. Users report faster workflows and higher revenue. The tool includes mobile access, CRM management, and gamified dial sessions.
Questions this video answers
About 70–80%.
No less than $7,500 per week.
$600 (investment).
Cut dialing time in half (50% reduction).
The live coding tool (used on an iPad while driving).
Chapters
Funnel, Funnel, Funnel.
Let's talk about Switchboard Funnel.
My first impression of Switchboard Funnel was it was very pretty. It's just very, very simple and user friendly.
I have the dialer integrated. I have the ability to quote while using the dynamic script. And I love the fact that you can see what your team's doing.
I pull up a lead and I have the texts, the emails, the notes, how often I've reached out to them. I have all of their information, I have their health information that I've taken down. So it's honestly just unreal. Everything that I have within Funnel to manage my clients and take care of them properly and follow up with them in the best way.
I now have access to Switchboard Funnel on my phone. With Switchboard Funnel now, I would say about 70 to 80% of my connections are happening through text messaging.
My favorite Funnel feature is the Congratulations, you've completed a dial session. That is my absolute favorite because it really gamifies what we're doing.
My favorite funnel feature right now is the quoting tool. I was helping a client that gave me a drug prescription that I've never heard of. I put it into the database and I was able to help the clients there and be able to show that I was an expert with their situation.
I had a new agent just get into Funnel. She is dialing with the dialer. She connects with somebody. She uses the dynamic scripting. She closes in one call using the quoting engine. And I don't think that that would have been possible had she not had all of the tools and the dynamic scripting right there with her.
What's really great about this script is anything that you put into it, it will populate throughout the script. So if this person's spouse is named Amanda, you can click it, you'll see that it changes to Amanda here. And throughout that entire script we have Amanda. That way you don't have to remember their name. It's just part of your script. To start a dial session, I'm just going to hit the dial button here. It's going to bring me to this page. This is going to be your main dial session screen where you can work through your queue of leads at whatever.
Pace you want to.
The dialer and the texting templates help so much just in speed. So what used to take hours dialing leads and trying to send out text messages, it takes seconds. By just a click of a button, a text goes out and you're on to the next lead.
To be able to get a hold of more clients faster is a game changer. Since getting into funnel and using the dialer, I've now cut my dialing time in half. I am currently running lighthouse leads through here, and while doing that, I have currently produced no less than $7,500 a week on funnel. With an only $600 investment.
It's been a game changer as far as just having a central place to point our agents to to run their business.
I don't know if I'd be in this business, you know, if I didn't have it. Let's make it easy for an agent to come into the industry, get comfortable with the CRM, the different they have in front of them so they can be successful.
This last Saturday, I was traveling, asked the wife to take over driving duties. I was able to pull my iPad out and help protect a retired air force major. I literally was able to use the live coding tool right there and protect them right as we were driving down the road.
We have this technology to truly skyrocket our business. So I would say dive in. It's time.
I didn't get the success because I did it. It was already built for me. All I'm doing.
