How we use FLG to onboard customers in 5 easy steps

The financial sector is incredibly broad, with a range of businesses providing different services and a wealth of customers looking for solutions to their financial problems.

Generating consistent sales and providing great service to customers is a big part of being successful as a business.

Customer Relationship Management (CRM) systems are often used as a key part of the sales process in B2B companies, managing the interaction with their current and potential clients.

It’s important that businesses do what they can to maximise the chances of converting leads and potential customers into sales.

Leads represent potential work to a business, and shifting circumstances, team capacity or significant changes within a business can cause a lead to be lost or go cold.

Customer Relationship Management (CRM) and lead management platforms are frequently confused with one another. It is important to understand the differences between them, as they can benefit your business in different ways and at different times.

Tracking your sales leads is crucial when following up a lead and closing a sale. But there is so much more to know about sales lead tracking and how it can help you and your sales team.

Call centres often draw a lot of criticism from the public, with lots of tales of customers having a negative or frustrating experience, often manifesting itself in customers choosing to avoid interacting with a call centre altogether.