Leadbay launches new lead delivery system
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Leadbay has launched a new lead delivery system in response to feedback from advisers.
Advisers can now receive the details of their lead through an encrypted PDF document which is password protected, lead details can still also be received by both text and email.
Leads can also be sent to more than one email address: this means that someone managing a sales force can choose to have leads originating in different postcode areas going to different advisers, with a copy sent to the sales manager so that he or she can clearly see how many leads, of what value, are going to which advisers.
Leadbay says all leads can more easily integrate with an adviser’s database or CRM system so that both sales managers and individual advisers can easily track the progress of a lead and its conversion.
Grant Stevens, managing director of Leadbay, says, “This new lead delivery system further empowers the adviser and how he or she manages their leads.
“Not only will they have much more control and visibility over the leads that they receive, but as every lead can now be integrated with the advisers own CRM system, they will be able to track exactly what is happening with every customer and how much they have earned from each lead.”
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