Finance Businesses
A powerful yet easy to use system for following up leads and converting them into sales.
FLG 360 Lead Management includes powerful CRM features to help your finance contact centre or financial product sales people convert more leads into sales. It differs from traditional CRM in that it's fast & lean, rather than bloated & clunky.
Maximises the return on every finance lead
- Quickly send and receive emails from within the system based on templates.
- Send letters and text messages based on templates.
- Use bots to automatically sequence follow up emails and text messages over the course of months or even years!
- Use tasks to diary follow up calls.
If all this sounds expensive, you'll be pleased to know that it's not. You can have all the power of FLG 360 working for your business today without large set up or up-front costs.
FLG 360 in practice
Take a scenario where each web lead is manually printed out and handed to an advisor 10 minutes later. Perhaps 10 phone contact attempts are made over the course of a week, and an email sent. No contact was made so the lead is considered 'dead'.
Take the same scenario with FLG 360. The web lead is instantly distributed to an advisor, and a planned sequence of contact starts. Call attempts are scheduled at varying times of day, and carefully worded 'tried to call' emails, letters and text messages are sent, personalised to each advisor and customer.
All this is set up at the click of a button and runs automatically! It quietly works away at generating sales without any user intervention.
Powerful features for Financial Businesses
- Routes leads straight to the right user, group or office. Even distribute leads based on location or introducer.
- Automatically starts a scheduled sequence of emails, letters, text messages and re-contact attempt reminders to increase your conversion rates.
- Keeps a track of who sent the lead and manages introducer payments.
- Refers leads to outside partners, sales offices or sales people and keeps a track of commissions due.
- Gives your business partners branded online access to reports and statements.
- Tells you who in your organisation is converting the most leads.
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For questions or live demo call us on 0808 144 0163 or you can