CRM
Unusual Reliability. Never having quality checks falling through the cracks anymore
It's all about top-of-the-funnel activities and the accounts you're trying to win. CRMs are vital to the success of your business because this is the tool which ensures accountability. It balances opportunities and resources, and ensures each stage has conversion targets, and ensures corrective action can be taken immediately and tracked
Collating all inbound leads and managing all leads in aggregate through standard processes is the basis of brokerstar CRM
Leads can be:
- Multiple inbound formats
- Various risk information mapped to custom fields
- Custom fields automatically picked up into risk capture questionsets, removing the need to re-key
- Lead process life-cycle which can be the default ones provided by brokerstar or specific to a broker, or class or business, or other criteria
- The lead lifecycle configured with automated activities executed at specific stages
- Lead lifecycle routing can be permitted or allowed but warned or not permitted, ensuring a few clearly defined paths
- All interactions with customers recorded manually, automatically via inbound and outbound e-mail/sms/whatsapp. In addition call recordings can be automatically accessed from leads if phone system integration is possible
- The likelihood of conversion can be assigned based on rule metrics or machine learning (ML)
- The potential value of a lead can be calculated by metrics or ML
