Sales System
Modules:
- Lead Capturing
- Lead Distribution
- Lead Assignment
- Lead Processing
Functionalities:
- Capture leads directly from web site or social ad campaigns running on Facebook, LinkedIn, Instagram, Twitter and other digital platforms.
- Conversion-centric landing pages or in-built social media connectors (Facebook lead ads, Twitter) are used to improve conversion rates.
- Automatic distribution of leads to the specific division or Call Centre, using predefined attributes such as:
- Province
- City
- Suburb (post code)
- Product or anything else, specified by the client…
- Automatic assignment of leads to consultants/brokers using Lead Competition Pool (or manual assignment by manager).
- Control, track and report performance of consultants/brokers through the sophisticated built-in control algorithm.
- Capture & route your sales queries automatically to the right call centre agents.
- Process leads by using simple and intuitive UI.
- Apply intelligent sales automation for your business process (such as an automatic underwriting, should you wish so).
- Automatically apply corrective actions in case of underperformance, by either:
- Reallocating leads unattended leads into the competition pool or
- Escalating non-activity to the manager’s level via email/SMS.
- Track lead progress, sales metrics and activities in real time.
- Automatically or manually update KPI figures for every consultant/broker and assign “bonus” or “penalty” points for performance.