How we use FLG to onboard customers in 5 easy steps

As you start to wind down for a well-deserved break, we wanted to take this opportunity to thank you for your business and wish you a very Merry Christmas! Take a look at what we've added to the platform over the past year, and what's in store for 2020...

When you schedule an appointment with a customer or prospect to carry out a fact-find over the phone, or perhaps a face-to-face meeting, you’ll want to do everything you can to ensure it goes ahead. Your time is valuable and no-shows take away precious time that you could have spent with other potential customers. It's even more of a challenge when you’re struggling to manage a busy diary, so what can you do about it?

FLG customers that sell or refer leads to partners can provide them with access to a fully self-service portal where they can manage all of their transactions. Take a peek at how the platform lets you refer leads to partners, and how they can access the portal to accept leads and request to return them for a refund if there's ever an issue.

FLG is a popular CRM choice for businesses that sell or refer leads to partners. We provide partner features to help lead generators that sell leads on to their clients, as well as businesses that send leads to or receive leads from partners by way of referrals – all of whom rely on our platform for seamless and secure lead transfers in real time.

Scheduling a call or meeting with a customer or prospect is an everyday occurrence, but sometimes it proves more difficult than it ought to be. That’s why we created Appointments to check availability in external calendars and let you pick an available time that suits without leaving FLG, plus a whole host of other handy tools to save time and make appointment setting easy!

Learn about the brand new addition to our Appointments feature - a booking wizard that allows your customers and prospects to choose their own appointment slots to schedule time with your team for fact finds, sales calls, site surveys and more!

Are your customer fact-finds taking too long? You want to pitch business right away, but what can you do to move things along? Here's how our Journeys feature can help.

Check out the brand new additions to our Journeys feature, allowing you to build external forms to be completed by your customers so you can gather fact-find type information about them on their terms.