How we use FLG to onboard customers in 5 easy steps

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.

Have you ever spent time going back and forth with a customer or prospect to find a convenient time for a call or meeting? Worse still, perhaps you've opened your calendar to find a clash or even missed an appointment because you're managing them in two places. If this sounds familiar, then our brand new feature, Appointments, is just for you. Available now for Google Calendar and Microsoft Office 365 users.

Investing in your business requires careful thought and planning. You need to make sure that wherever you invest will generate the returns you need. Lead management software is one option for businesses to consider as an area of investment, but can it deliver ROI?

Traditional customer relationship management systems (CRMs) were once the answer for businesses to manage customer data and support sales management. But times have changed and while they might be simple and straightforward for some companies to use, for others they are not.

This little spark of sales lead knowledge aims to ignite the fire of your sales team to act rapidly and drive conversion rates to win more business and add more to your bottom line. Online sales leads are notoriously fickle; attention spans, and your window of opportunity, can be measured in minutes. It’s essential that a new lead is engaged immediately.