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Average Ratings 0 Ratings

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Description

Discover the potential of your business's ideal leads by utilizing Sales Outreach Automation and Prospecting Data tailored for businesses of all sizes. Effortlessly fill your sales pipeline around the clock with automation that ensures no opportunity is missed. Transform engaged audiences on Instagram and Facebook into valuable customers for your courses and services. Deploy an automated sales force that manages sales development and outreach, all while significantly reducing costs compared to traditional human sales representatives. Leave no avenue unexplored, as you track and follow up with leads across leading customer messaging platforms. Utilize structured follow-up sequences for every contact and inquiry to swiftly qualify leads and guide them further along the sales funnel. Customers.ai effectively replaces the need for a large team of inside sales reps and SDRs, doing so at a fraction of the expense. Stay on top of your hot leads with instant notifications that alert you and your team when someone is ready to make a purchase. Engage with qualified prospects directly from your mobile device, no matter where you are, to close more deals and increase your sales! Moreover, this seamless integration allows for a more personalized approach, ensuring that every potential customer feels valued and attended to throughout their buying journey.

Description

IQLeads serves as a user-friendly growth engine for sales and service CRM tailored specifically for banks and credit unions. Focusing on data mining from core banking systems, IQLeads® delivers timely and pertinent leads for sales, service, and retention directly to your team. This system operates with automation, ensuring consistency and effectiveness when paired with our comprehensive training on relationship building in sales and service. By utilizing an advanced data mining engine, it scans both core banking information and various third-party data sources to uncover valuable leads for cross-selling, retention, and customer service. Associates can effortlessly navigate a straightforward three-step method to manage each lead: Research, Interview, and Wrap-up. Research indicates that the initial 180 days of a banking relationship are crucial for success. With IQLeads' automated onboarding process, every step is carried out with impeccable accuracy. Moreover, the essence of effective automated sales and service lead generation lies in the prioritization of leads, ensuring that the most promising opportunities are addressed promptly. Ultimately, by leveraging IQLeads, financial institutions can enhance their outreach and improve customer relationships significantly.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axis LMS
Easyflow
Facebook
Facebook Messenger
Leadpresso
WP-Chatbot
Walletly
Wufoo
Zapier

Integrations

Axis LMS
Easyflow
Facebook
Facebook Messenger
Leadpresso
WP-Chatbot
Walletly
Wufoo
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Customers.ai

Founded

2014

Country

United States

Website

customers.ai/

Vendor Details

Company Name

Quest Analytics

Founded

2001

Country

United States

Website

www.quest-analytics.com/iqleads

Product Features

Chatbot

Call to Action
Context and Coherence
Human Takeover
Inline Media / Videos
Machine Learning
Natural Language Processing
Payment Integration
Prediction
Ready-made Templates
Reporting / Analytics
Sentiment Analysis
Social Media Integration

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Product Features

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

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