How we use FLG to onboard customers in 5 easy steps

Having a CRM platform in place that can integrate with your other systems can be a huge boost to your company’s overall efficiency and effectiveness. Discover how FLG can help you create an essential connection with your dialler.

In this post we interview our product manager to find out all about his team how they shape FLG. Find out what he had to say...

Not everyone is ready to buy from you the moment they make an enquiry. They may need more information, they may be thinking ahead, or maybe they’re sizing you up against your competitors. This is your golden opportunity to nurture the lead and keep it warm to maximise the chances of converting it into a sale further down the line.

Adding variables to templates can be tricky - it takes time and it’s not in everybody’s comfort zone. Well, not anymore! Say goodbye to writing code and trying to remember field content, and hello to adding any variable field you need with a single click.

So you’ve qualified an opportunity and scheduled an appointment with your potential customer. Perhaps the next step is to carry out a fact find over the phone, or assess their requirements in more detail face-to-face with a home visit or a meeting in your office. So far so good, but what happens if they don’t turn up or they’re not available to take your call?

In call centre environments, it’s essential that your team has the tools they need to keep detailed audit trails so you can offer the best level of customer service. But, completing call notes and linking call recordings to leads can be difficult, time-consuming and easy to forget. That’s why we created Voice to help you record proof of conversation for compliance and continuous improvement.

When it comes to reporting, our customers need reports straight out of FLG based on the dates that lead statuses change, not just when leads are received. Funnels, our brand new reporting feature, is our answer to that problem.

Do you need to collect large amounts of data from your customers? When it comes to building forms to gather this information, maybe you're restricted by limited fields and the need to write code to create them? If this sounds familiar, then we've got you covered with our brand new feature, Journeys.