Lead Management Tool Requirement

[ganeshcoaction]

Hi,

I am re-searching specific requirements with regards to lead management tool required in Insurance Sector. I assume there are lot of people here who use lead management tools and would want to share their wishlist.

Sincerely,
Ganesh

 

[Belmont]

Specific requirement for lead management tools are:-

1. Convert prospects to customers
2. Compare the best rates & gratify your customers
3. Get marine risk cover quotes
4. Let your target audience know
5. Improve customer retention
6. Newsletter Organizer

 

[ganeshcoaction]

6. Newsletter Organizer

Thanks for the update. What exactly are you seeking for a newsletter organizer, do you have anything specific in your mind.

 

[AttillaTheOne]

Check out Oprius.com

I recently started using it, and it is very user friendly and easily modifiable for many different categories. Web based, lots of features.

Let me know what you think.

 

[crons79]

I would use the search option to research "CRM" and "lead management" options. There is even another thread that has been started recently you might want to check out...

AgencyIQ Vs. InsideSales.com - CRM & Lead Management Software

 

[ganeshcoaction]

Is there a complete list of comparative features for CRM softwares available today?

 

[dadkins131]

Hi,

I am re-searching specific requirements with regards to lead management tool required in Insurance Sector. I assume there are lot of people here who use lead management tools and would want to share their wishlist.

Sincerely,
Ganesh

1. Open API or integration for outside lead vendors or other third parties, to import new lead data.

2. Custom quoting engine

3. Follow up scheduling

4. Auto-responder

5. Custom sales cycle features (prospect, future call backs, application out, etc etc)

6. Product information database

7. Unique user accounts for case management, agents, etc etc.

 

[crons79]

1. Import Leads - via excel/csv/real time lead vendors/website

2. Lead Managment - a place to manage all prospects/leads

3. Client Managment - a place to store all client/sold leads info

4. Auto Drip E-mail - ability to automatically send out emails to incoming leads and send out emails to them based on thier status in the system.

5. Autodialer - system automatically calls prospects and when someone answers the agent begins speaking with them

6. Click To Call - ability to click on a phone number and call it without dialing manually

7. Analytics - reports, graphs, or numbers showing: the number of leads, contact ratio, number sold, total annual premiums, commissions, and return on investment for each campaign

8. Notification - notifies the agent by cell and email that a new lead has entered the system, notifies agent that prospect has opened their email

9. Auto-Connect - the system automatically calls your phone and connects you with the number on the lead

10. Cost - As low as possible

Also check out this thread...
AgencyIQ Vs. InsideSales.com - CRM & Lead Management Software