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Built to handle high volume - Leads, sources, calls & sales%20of%20upsell-crossell.png)
Upsell/Cross-sell engine - Identify opportunities & sell more%20of%20omni-channel-pros-engmnt.png)
Omnichannel prospect engagement - Email, text, calls, remarketing and more%20of%20api.png)
Integration with all the tools you love - Out-of-the-box or APIs
Capture all your leads from different channels, including your website, paid ads, social media, phone calls, 3rd party websites, chat tools, emails and much more. No matter the number of sources, and the number of leads - you'll never lose a single one.
Distribute leads among your teams, no matter how large or small, based on any criteria of your choosing - including product/service type, location, salesperson's availability, past performance and much more.
Trigger dynamic communication with your leads, based on their preferences and activities. For example, send dynamic real estate listings to leads based on their location preferences and budget, customized travel packages to travelers based on their preferences and more. Fetch data accurately from your inventory management tools, and use it to create highly customized messages.
Know your prospects/customers inside out - including the policies they have purchased and complete details about them. Use this to identify cross-sell opportunities. For example: a customer who buys a health policy for their spouse, might also be willing to buy a life insurance policy. Using LeadSquared developer platform (Lapps), you can take this one step further, and fetch these signals from a 3rd party platform - like a Loan Origination system or an Inventory Management System, and create highly relevant offers.
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Out-of-the-box integrations with all the major marketing, sales, and business tools that you use - including Google Adwords, Facebook, Chat tools, telephony & IVR tools and more. We even have a Zapier connector that you can use to build all the Zaps you need, open APIs, which allow you to build your own connectors, and even a developer platform if you have in-house developers.
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Get the complete performance details of your marketing campaigns, lead channels, sales teams, different centers/locations, and individual salespeople within one platform. Identify the marketing channels, products and salespeople performing the best, and the ones that are underperforming, and tweak your strategy accordingly.
Bharti AXA General Insurance
The best CRM with an amazing Customer Success Team. The integration with other services is also pretty smooth and fast. Almost zero downtime on the service, really helps keep the efficiency. Lead distribution, task management, automated dialing for agents, one place all history of user are some of the benefits we have been able to realize. The best part is reports as its totally customizable from all ends.
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Product Manager, Vedantu
We use LeadSquared as an integrated marketing & sales automation tool for 100% of our web leads. Our fulfillment channels include website and call centers and integration and customization with relation to all these leads sources and fulfillment channels was required by the CRM solution. We have been able to address lead prioritization, tracking, leads and sales attribution, sales and lead automation etc.