Lead Management
- Save time on administration and drive costs out of the business
- Create a full audit trail of converted (or non-converted) leads
- Identify client types, i.e. Individual, Corporate & Trust
- Segment leads by introducer, campaign type, source etc
Intelligent Office 2.0 allows you to record potential leads in the database alongside existing full client data.
The flexibility of the system enables detailing to cover the various areas of lead generation, whether referrals, internal marketing, a bought in list or via an introducer. This includes details such as campaign type, source and even allows you to note areas of interest.
Where a professional introducer has generated the lead then you are able also to annotate the record with any commission splits with that introducer.
For organisations that rely heavily on leads, or have forged strong relationships with professional introducers, Intelligent Office 2.0 provides powerful functionality to successfully run and report on this side of the business. A valuable resource to ensure the professional connections are working effectively.
In addition, with new business, you have the ability to template specific workflows for different types of business as it comes on board. Having defined and created a plan type, the system will automatically determine the type of checks and tasks required to ensure audit trails and compliance standards are met.