How we use FLG to onboard customers in 5 easy steps

When it comes to controlling the flow of leads through your business, and ensuring that you maximise the likelihood of them converting from enquiries into sales, it is vital that you have an effective process in place.

If your business provides customers with financial services, such as loans or specific advice, it’s likely that a lot of your initial contact will be customers arranging an appointment to discuss their needs with your directly.

Claims businesses that handle large volumes of information, such as enquiries and form submissions, need to have systems in place that allow them to effectively respond to their existing and potential customers.

As a business owner, you might think you don’t need to implement a system to help manage your sales leads. You might have manual methods such as spreadsheets in place, and this might be enough for the volume of leads you currently have coming into your business.

Text messaging is based on old standards, but SMS is the most popular form of communication in the UK. Maybe it’s because of its accessibility – pretty much anyone can send or receive a text message on their mobile, whether it's a smartphone or an older mobile device. But you might not know about an incredibly useful feature that can be a real aid to sales lead conversion.

Running a business can be very time-consuming, and not just for you but for your employees too. They may have an almost never-ending to-do list full of tasks to be completed by a certain deadline. This is why there’s a lot to be said for sales automation.

For any business, a crucial part of its continued success is how well it can bring new customers into the business. Upselling to existing customers is certainly useful, as a loyal returning customer is often a business’ best asset. That said, every loyal customer was once a lead persuaded to use your products or services in some way.

It’s always good to follow best practices in every element of business. Following best practices in your sales lead management helps ensure you do things well and effectively to get the most out of your team, generate more sales, and give your business the best results.