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.
Bharti AXA General Insurance
Leadquared is very powerful in allowing customizations, unlike large CRMs. We use it to power our new telephony-assisted online sales channel. Automations help us engage customers without delays, and we have increased our conversion rates. The lead capture is seamless from all sources. The in-built connectors, APIs & Web-hooks are simple to use and can be integrated with your core systems.
Exide Life Insurance
Distribute leads among your salespeople - based on different criteria of your choosing - including loan type, salesperson's availability, past performance, location or any other criteria important to you. In case of direct digital sales, i.e. if the loan application is made online directly, you can route these leads directly to the verification teams.
Send only those leads to your call center that do not close online. LeadSquared integrates with whichever call center software you already use. For all inbound and outbound calls, your agents will see progressive calling pop-ups. These pop-ups have all key lead details, and allow you to enter the notes of the conversation, set follow-up tasks etc. without ever leaving the pop-up screen or opening any more tabs. The pop-ups are completely customizable, help your salespeople immensely, and save tons of time.
Trigger dynamic communication with your leads, based on their preferences and activities. For example, send dynamic loan interest comparisons to leads based on their requirements. Fetch data accurately from your other systems, and use it to create highly customized messages.
Help your team identify the loan inquiries that are most likely to close. Use quality score and lead score to put your prospects in different buckets, based on their salaries, credit scores, activities across your website etc., and help your sales team prioritize their tasks.
Enable your field sales team to be more efficient with LeadSquared mobile CRM. They can see all their leads, tasks for the day, and other important things on the mobile app. They get notified of their new leads on the app itself, after which they can make the calls directly from the app, making the whole process very convenient. All of this is tracked in LeadSquared as well. Features like leads near me further increase their productivity by telling them of their leads in their proximity.
Make the document sharing, verification, and disbursal process fast and paperless, with LeadSquared mobile app. Salespeople can upload the documents directly from their mobile when they meet the customer, which are sent to the verification team instantly. This makes the loan approval or rejection process faster.
You can set limited lead-view for your teams and salespeople based on hierarchy. So, one salesperson can only see his own leads, his manager can see leads of all the salespeople reporting to him and so on. This helps you avoid data-theft, and builds a secure system
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