Automated workflows allow you to quickly place leads with the right agent, department or office within your business. This makes sure each lead is handled as effectively as possible.
FLG’s lead management automation software allows you to create step-by-step workflows which ensure leads go to the right place and allow you to keep track of their progress and status once they have arrived.
Using automated sales lead management, route your leads based on:
You likely have agents that, formally or not, have built up a speciality within a particular area - for example an agent especially knowledgeable in pet insurance and another in life insurance. FLG can forward leads based on these specialities, maximising the chance of you being able to convert the lead and reducing sales cycle times.
Every lead that enters your business can be tracked from its source, allowing you to establish rules to forward them based on where they came from. For example, you may have a partner that forwards specialist claims over or bring in leads from multiple websites with different sales messages. Wherever they come from, FLG can use specialised lead management automation rules to ensure they are directed to the right place.
If you capture information early on that helps determine the overall value of the lead, then you can forward to different agents or teams based on set thresholds. In addition, you can make sure that leads over a certain size are pushed to the front of a queue, or even automatically notify managers that they are in the system. Ensuring that lucrative leads aren’t accidentally overlooked or ignored.
You might have sales representatives located around the country and need to forward leads to them based on their specific location. FLG allows you to either define individual postcode areas (the first two letters of a postcode) or even go into more detail allowing you to forward to a specific town postcode helping you to ensure leads consistently land with the right people.
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The FLG family of products is a complete, hosted framework designed to work seamlessly together. We enable your business to receive, manage, process and convert leads in a completely secure environment.
Our main lead processing engine, FLG Core captures every single lead and manages it from the point of receipt through to conversion.Learn more
Flow XO for Workflow
Gain a better level of control over your FLG leads and customer data by integrating your 3rd-party systems with powerful workflows.Learn more