Leads Distribution Management
The simple, fast and controlled way to manage, allocate and report on the status of leads within your business. Developed by Financial Services personnel for Financial Services personnel.
Lead Management removes the problems of leads being lost, leads going cold, leads not being followed up and leads being incorrectly allocated to your consultants. In one, easy to use system you will have the ability to track all activity on every lead – effortlessly.
The information available to you on demand;
- Team Diaries: Check how many appointments each team member has
in their diary, at any time.
- The Prospect List: A snapshot of your full prospect database,
including the stage of contact for each lead, campaign references,
the name of the allocated consultant and any other fields
you may wish to add to support your reporting requirements.
- Lead Allocation: The system can automatically suggest and
allocate a Sales Consultant to each lead. Saving you hours of
administration time.
- Call Scripts: Your call guides can be loaded into the system
to assist your Sales Consultants in making an appointment with
a prospect. Load in your objection handling and closing guides
and increase the rate of your Sales Consultant’s success
- Contact History: A detailed breakdown of all activity per
lead. Giving you up-to-date information, at any time, of
the current activity of a specific lead.
- Appointment Letter Templates: A mail merged appointment confirmation letter can be produced by a simple click. Show maximum professionalism in your business by sending out confirmation immediately after the phone call has ended.
Plus many more time-saving, cost-saving and reporting capabilities to suit your exact requirements. View this powerful system in action today.