The new system will revolutionise how advisers receive leads, putting the adviser in charge and adding in extra security for the consumer.
One key benefit is that advisers can now receive the details of their lead through an encrypted PDF document which is password protected for added security, protecting both the consumer’s details and keeping the lead confidential to the adviser for whom it was intended. Lead details can still also be received by both text and email.
Of most use to larger firms will be the ability to have a lead sent to more than one email address: this means that someone managing a sales force can choose to have leads originating in different postcode areas going to different advisers, with a copy sent to the sales manager so that he or she can clearly see how many leads, of what value, are going to which advisers.
In addition, all leads can more easily integrate with an adviser’s database or CRM system so that both sales managers and individual advisers can easily track the progress of a lead and its conversion.
It will now be possible to receive a lead in a number of different ways at the same time, so an adviser has the reassurance of knowing that, should their CRM system become temporarily unavailable for example, they can still receive the details in an email and by text. The number of different ways an adviser chooses to receive a lead is entirely under their control.
Commenting, Grant Stevens, managing director of Leadbay, said, “This new lead delivery system further empowers the adviser and how he or she manages their leads.
“Not only will they have much more control and visibility over the leads that they receive, but as every lead can now be integrated with the advisers own CRM system, they will be able to track exactly what is happening with every customer and how much they have earned from each lead.”
