Mortgage & Finance
Caught in a complex and competitive working market rife with regulatory and
liability risk where change is the sole constant, financial officers, lenders,
community banks, and brokers confront a myriad of demands all at once. In these
markets, acquiring and supporting clients often requires working with multiple
individuals, partners, and even overseers/regulators.
As these risks persist, more organizations are beginning to rely
on technology to improve customer acquisition, customer service,
operating efficiency, decision making, and ultimately risk reduction.
Software and technology offer businesses the resources and the
knowledge necessary to organize and direct the leads they
have acquired.
|
Customer Testimonials
The Leads360 product your firm offers for tracking leads that my firm
spends $100,000 plus monthly on is incredible. I do not know how any
mortgage firm that purchases and develops sales leads for its’
employees can function without it. We are beginning to see that
our conversion ratios are improving dramatically and see the
possibility to trim back our current order while achieving superior results.
The product more than pays for itself.
Jay Dunsing
Heartland Finance
Chicago, Illinois
|
Customer Testimonials
At the end of the day it comes down to dollars and sense. As my
company grows and I continually struggle to stay on top of the
details, LeadManager gives me critical visibility across my 4
offices and staff of over 60 employees. I am impressed by what
I have saved in time, lead costs, and increased conversions.
LeadManager’s automatic reminders, custom reporting, and conversation
logs are just a few tools that I simply cannot live without.
With the cost of leads increasing, you almost can’t afford not
to use Lead360’s LeadManager.
Curt Malone
Pac West Funding
Orange County, California
|
|
|
Operational Accountability: With new developments in consumer behavior,
a proliferation of new communication channels such as email, a volatile legal
environment, and constantly-evolving technologies, businesses are subject to
the increasing pressures that accompany acquire new customers more efficiently,
fully capitalizing on sale leads, possessing comprehensive market effectiveness,
and optimizing your ROI by making every dollar count. Lead response systems
ideally should rely on a single, comprehensive and flexible view of your clientele
so that you will be able to effectively execute more lucrative marketing tactics
and deliver at the most profitable moment of interaction and increasing revenues.
Closed Loop Lead Tracking: From gathering prospective clients in effective
marketing databases, to qualifying and subsequently distributing all opportunities,
to corresponding with the prospective clients and nurturing the deals, a strong and
organized lead response system is the ideal tool in taking your leads to closed business.
Lead Tracking: As competition and demands rise in the generation and
management of leads, businesses rely more and more on outside resources to
fulfill the responsibilities of efficient lead management. The renewed
interest in the timeliness, accuracy and the quality of business reports sheds
light on just how helpful a lead management system can be. Imagine being able
to afford software that will process all relevant aspects of communication and
reports, provide automated responses and reminders, and help your business
achieve the ideal management funnel. How much more efficient and successful
would your organization be if you had a strong, reliable software system that
managed your database and simplified interface?
Marketing Automation: In business and marketing today, staying on top
of all your leads can be overwhelming. Having a system that will fulfill the
demands of running your enterprise will offer you more than merely efficiency
and sophistication; a lead response system will empower your campaign, manage
and report your leads, and work with you until you have closed the deal.
Lead Scoring and Custom Status Flagging: Research suggests that 70-80%
of all inquiries are never pursued by salespeople, perhaps because many
salespeople spend their time chasing inquiries rather than qualified leads.
Salespeople should not screen and qualify inquiries; they tend to lack the
appropriate tools and time. By investing in a lead management system, you
will effectively optimize your ROI and you can rest assured that your
employees will be directed in the appropriate direction of closed deals.
Lead Consolidation: To achieve optimum organization and efficiency,
you can depend on lead management systems to help you consolidate all leads
from across your business and reduce redundant databases. Reduce manual
intervention and time spent by employees attempting to handle a lead that
hasn't been qualified. No longer is the emphasis placed upon generating
as many leads as possible; rather, more and more executives and businesses
are striving to have a better proportion of leads generated to leads that
closed in a sale.
Measurement and Evaluation of Programs and Progress: A lead response
system should be committed to working with your business through each step
of the lead management process. Lead management concludes in closing the
loop, ideally in the establishment of a successfully closed deal as well
as a strong relationship with a new client. Your business has engaged in
a fruitful lead campaign; however, the analysis and reporting thereafter
is truly what will determine just how successful your campaign was and
how much more successful it could have been. Having a dependable lead
management system helps to identify how a marketing approach can be
improved upon and can offer you a detailed planning process that will
help your teams have better visibility into how similar campaigns have
performed.
Customization and Accessibility of Information: In the exceedingly
competitive and fast paced market of lead generation and management,
organizations thrive on applications that ensure consistent, real-time
opportunity information. A top of the line lead management system
should enable sales and bid staff to instantly access info and details,
like the volume of leads being pursued and their status as well as a
comprehensive view of the pipeline.
Security: Because of heightened concerns about the protection of
individuals and their data, organizations are increasingly compelled
to adopt a proactive approach to privacy. As progress is made in the
realm of information technology, businesses are acquiring an
unprecedented ability to get to know their customers. Indeed,
technologies such as the internet, wireless communications, and
Web services are enabling companies to collect richer, more
robust, and often more personal, data on their customers than
ever before. Progressive companies are capitalizing on analytical
tools to help them obtain data and insight that will enable them to
provide more personalized marketing and customer service.
Insight-driven marketing and tailored service are the decisive
factors that differentiate a certain competitor from another.
At a time when products and services are becoming commodities
and organizations are under mounting pressure to establish and
maintain more lasting, profitable customer relationships,
having a dependable lead management system is indispensable.
|
|
