The ultimate goal when managing your leads is ensuring that your sales or call centre team is following them up and converting them into customers.

When your salespeople or call centre team has the crucial job of following up leads, it’s important to define a lead management strategy.

In today’s digital age, insurance leads don’t just come from one place, like via a phone call.

Businesses, regardless of their size, need leads and enquiries to drive their continued growth.

Managing the flow of leads coming into your business and through to your sales agents is important.

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.