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.