IQLeads Reviews

IQLeads Description

IQLeads, a sales and service CRM growth engine for credit unions and banks, is simple to use. IQLeads®, is all about data mining core banking data to provide hot and relevant service, retention, and sales leads to your associates. When combined with our integrated training in sales and service relationship building, it is consistent, automated and highly effective. The data mining engine searches your core banking data as well as other third-party data sources to identify cross-sales, retention, and servicing leads. IQLeads allows your associates to follow a 3-step process to work every lead. (Research, Interview, and Wrap-up). Statistics show that the crucial time is the first 180 days after a new bank relationship. IQLeads automated On-boarding ensures that every step of the onboarding process is completed with precision. Lead prioritization is the key to automated sales and service leads generation.