Maximize the Value of Your Leads to Drive Conversion
Our lead management capability is designed to streamline lead and referral management processes in order to drive best practices for capturing, scoring, distributing, and nurturing these opportunities to drive conversions and maximize profitability. Advisors can also implement closed-loop analytics to proactively drive the right behaviours and equip management to eliminate bottlenecks and optimize results.
On top of that, our lead workspace:
- Guides lead assignment and distribution via targeted interactive dashboards
- Provides advanced filtering capabilities to identify targeted leads
The Value that Our Lead Management Feature Can Provide You
- Equips you to capture and categorize all lead information
- Provides you with the ability to score and determine the profitability of each lead
- Fosters adoption by making it easier for sales reps to convert leads
- Drive revenue predictability and optimize processes
And that’s just the beginning!