OptifiNow Integrates with Meera AI
OptifiNow, a provider of customized CRM and sales automation solutions for the mortgage, insurance, and consumer finance industries, has integrated with Meera AI, providers of an engagement platform that uses SMS and voice communications to qualify prospects and connect them with live sales representatives.
The integration allows OptifiNow clients to automatically send leads to Meera based on CRM data, status changes, and engagement signals. When OptifiNow identifies that a prospect has shown interest, Meera can immediately begin a personalized SMS conversation and, when appropriate, initiate an automated outbound phone call. Meera answers common questions, evaluates interest, and determines whether the prospect is ready to continue the sales process. Once a prospect asks to speak with a representative, Meera transfers the conversation to a live agent. Call, SMS and engagement activity is then returned to OptifiNow and recorded on the contact’s CRM record.
"Generating leads is only valuable when a company can respond while interest is still high," said John McGee, founder and CEO of OptifiNow, in a statement. "This integration gives our clients an automated [sales development rep] capability that can engage prospects immediately, qualify the opportunity, and connect sales teams with people who are ready to talk."
"OptifiNow gives sales teams a powerful system of record, and Meera makes sure every lead inside it gets reached and engaged the moment interest is high," said Vivek Zaveri, founder and CEO of Meera AI, in a statement. "Together, we help our customers turn more of their pipeline into real conversations and more of those conversations into revenue."
The integration can also support other consumer-focused sales workflows. Mortgage lenders can use it to engage new applicants, incomplete applications, and reactivated prospects. Insurance agencies can automate new-lead follow-up, renewal reminders, cross-sell campaigns, and aging-lead re-engagement.
"OptifiNow determines who should be contacted and when, while Meera executes the conversation across SMS and voice," McGee said. "The result is a connected workflow that helps clients respond faster without adding more people to their sales teams."