Working Capital Provider Enhances Customer Retention Strategy

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Clopton Capital, a working capital provider based in Chicago, is announcing enhancements to their overall relationship management with regards to working capital and business loan clients.

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There is a lot of technology we have not invested the time or money into utilizing. Now that we are seeing the profits of the past years come to fruition, now is the time to improve on our existing customer relationship management systems and workflows

Clopton Capital, a working capital provider based in Chicago, is announcing enhancements to their overall relationship management with regards to working capital and business loan clients. They believe that these changes will help them strategically maintain and further their current business loan clients and make the process of repeatedly underwriting and sourcing working capital more efficient than it has ever been in their two year process.

The first part of their plan is to create and execute a bi-weekly newsletter to their existing clients which will be meant to keep them in the know about ongoing issues with business loans, SBA loans and various other forms of working capital and commercial financing which the firm engages in. “It's been proven time and time again the it is far cheaper and more profitable to simply maintain a business relationship than it is to source a new one. We want to focus more on keeping the clients we have worked so hard to obtain and doing so will be what is best for our bottom line,” said Jake Clopton, the founder of Clopton Capital.

The second phase of their plan is to create a log-in script within their websites which will allow clients to view real time information and exchange large files and communications seamlessly and without the hassles that alternative forms of communication come with. “There is a lot of technology we have not invested the time or money into utilizing. Now that we are seeing the profits of the past years come to fruition, now is the time to improve on our existing customer relationship management systems and workflows,” said Matt Reed, an associate of Clopton Capital.

Contact Information:

Clopton Capital can be reached at 866.647.1650. Any business owners of commercial real estate holders interested in obtaining working capital or some form of a business loan our encouraged to contact the firm at CloptonCapital.com.

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Matt Reed

Jake Clopton
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