Stonebridge Rock was searching for a solution that could help its advisers:
- Quickly and easily identify lead sources.
- Simplify the management and prioritising of their daily tasks.
The company implemented the FLG customer engagement platform, which now allows advisers to:
- Identify with ease how any lead has come into the business.
- Use the task function to help them easily manage their day in terms of contacting leads and prioritising tasks.
- Contact leads through multiple channels from one single place.