Financial Services Creatio, sales edition has all the right tools for capturing and tracking leads through a broad range of sources. Add leads from different sources into the unified database in just a few clicks. Let Financial Services Creatio, sales edition automatically verify the data, create a new contact and guide you through the process of lead management.
Thoroughly qualify each lead to save time by working only with sales-ready leads. Use Financial Services Creatio, sales edition for merging lead duplicates, link a lead to the relevant account, enrich lead data with insightful intelligence to get it fully prepared for a sales follow up.
Once the qualification process has been completed, it is important to assign leads to the right people and teams. Financial Services Creatio, sales edition can help distribute the leads based on the prospect’s needs, profile (geography, industry, budget) as well as the current workload of each sales rep. If the lead was not qualified for sales, it can be assigned to lead nurturing campaigns.
Hand-off to sales
Before you create a sales contact, clarify the customer needs. Capture the history of communication with the lead. If the prospect is sales ready, it can be sent directly into the opportunity management process.
Analytics on leads
Approach prospects in a smart way with Creatio analytics tools for lead management. Use the dashboards to analyze statistics on leads, such as the number and quality of the new leads, conversion rate, etc. All this will help to increase the conversion of prospects into sales ready opportunities.