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Leads

- for increasing the number and quality of sales deals, and controlling calling lists

Werdia has introduced a customer relationship management system designed for the needs of Finnish insurance companies that enters fresh sales leads. The browser-based Leads system is easy to use and produces significant competitive benefits for insurance companies.

Stagnating sales

Insurance companies are increasingly using agents and outbound call centres in sales. Commission agents who are actively making calls to customers require high-quality selling leads in order to enjoy their work and maintain a high level of income. Sellers become frustrated if their registers are not updated and calling lists do not offer help in sales work. Leads received on small paper notes are easily lost.

Leads produces inventiveness in sales

Leads is a customer relationship management system developed for the needs of insurance companies. Sales leads from all possible electronic registers can be uploaded to the Leads system and sent to sellers as desired. Through the system, sellers can obtain recent information about customers who, for one reason or another, could be more interested in taking out insurance. For example, a customer may have requested additional information or could obtain additional benefits by taking out new insurance. With the Leads system, different registers can be used in sales in a more inventive manner.

In the Leads system, sales leads can be distributed and searched for using different criteria, such as insurance type, product group or region on the basis of an area code. A prioritisation order can also be created for the leads. The system adds urgent leads to the top of the calling list. For example, insurance companies can tempt customers to order urgent contacts through SMS messages. In this case, the system will search for the caller’s personal information, and the seller will call the customer within 30 minutes. The goal is to improve results in sales and marketing. Leads and prospects constitute the most important capital for sales organisations!

Quick reactions mean better services

The Leads system is light and easy to use. Any text files can be uploaded to the system if the information matches the interface description. Information can be compiled from the contact form on the website. Leads can also be entered manually.

The system contains an alarm system, i.e. information about a potential customer is moved to the top of the calling list at the time of contact requested by the customer. Sales work can also be organised so that good sellers of specific insurance types receive related leads. It is also possible to send leads between partners that use the Leads system.

Leads is a sales tool

The Leads system is a versatile tool for sellers. Notes can be entered in the system for potential customers, improving the level of quality and system in customer services. All data entered in the system will be stored. As a result, a person to whom a seller has called on the basis of a previous lead will not be entered in your calling list.

The Leads system increases efficiency, comfort and diversity in sales work. Successful sales improve the level of motivation and income. With the system, sales management can easily monitor the functionality of sales leads and the ability of single sellers or groups to utilise leads. If a sale cannot be completed, information on the reason for the unsuccessful transaction can be added to the sales lead. As a result, sales management obtains valuable information in support of product development and pricing.

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Werdia | Keilaranta 15, 02150 Espoo | tel. +358 20 7559670 | werdia@werdia.fi | © Werdia 2010.