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Description
IQProspects serves as a user-friendly CRM growth engine designed specifically for banks and credit unions, enhancing sales and service efforts. Top commercial bankers spend a significant portion of their day engaging with customers and potential clients, and now there's a solution that facilitates relationship-building even while on the go. With the Quest Analytics mobile applications, productivity is maximized outside the office, allowing bankers to stay connected and efficient. IQProspects meticulously tracks every phase of the loan process, from initial opportunity to underwriting and ultimately to closing. If delays in loan processing are an issue, the customizable workflow within IQProspects streamlines operations to ensure loans are completed swiftly and accurately. The journey begins with identifying a prospect, and Quest monitors progress throughout this entire process. In addition, IQProspects introduces new marketing event management features that enable institutions to effectively oversee each golf outing, charity event, or any other marketing initiative aimed at strengthening relationships, providing a comprehensive toolset for modern banking. This innovative approach not only enhances productivity but also fosters deeper connections with clients and the community.
Description
NextMove CRM empowers you to boost your conversion rates, monitor sales from initial contact to final deal, and refine your sales management systems. By strategizing your next steps, you place yourself a step ahead of your rivals. Our innovative workflow engine provides sales representatives with intelligent prompts to determine their subsequent actions based on where the client stands in the sales funnel. Additionally, with NextMove CRM's email marketing features, you can effortlessly oversee and assess all your email initiatives. The built-in scheduling tool enhances the efficiency of your marketing automation efforts. Our integration options are extensive, allowing seamless connections with everything from Office applications to third-party systems and customized legacy tools. Moreover, NextMove's referral network process equips professionals with valuable insights into their most effective referral sources, enabling them to manage and market with greater efficacy. By leveraging these comprehensive features, you can ensure a more streamlined approach to your sales and marketing strategies.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20.00/month/user
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
Quest Analytics
Founded
2001
Country
United States
Website
www.quest-analytics.com/iqprospects
Vendor Details
Company Name
NextMove CRM
Country
United States
Website
www.nextmovecrm.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management