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Description
ExecAtlas provides innovative relationship intelligence to empower dealmakers, business development experts, and sales teams. Address the vital “last mile” issue by ensuring your team has timely access to essential information to secure deals successfully. By connecting data with actionable insights, you can place relationships at the forefront of every business opportunity. Discover “who-knows-who” by analyzing organizational data and aligning CRM activities with executive and board relationship maps, thus pinpointing those who can sway deals in your favor. Stay informed on executive and board member changes, giving you immediate updates on significant leadership shifts within your target accounts. Accelerate your sales cycles by connecting with key decision-makers and influencers at your target organizations, and uncover new business avenues within your network of contacts. With access to over 2.5 million profiles of board members and executives, plus more than 360 million professional connections, all available on a single platform, you can streamline your approach to relationship management. This comprehensive resource not only enhances your strategic initiatives but also fosters deeper connections in your industry.
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
Integrations
Microsoft 365
Microsoft Dynamics 365
Salesforce
Salesloft
Snowflake
Integrations
Microsoft 365
Microsoft Dynamics 365
Salesforce
Salesloft
Snowflake
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
Equilar
Country
United States
Website
www.equilar.com/relationship-intelligence.html
Vendor Details
Company Name
Quest Analytics
Founded
2001
Country
United States
Website
www.quest-analytics.com/iqleads
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
Sales Intelligence
CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting
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
