IQLeads

IQLeads

Quest Analytics
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About

IQLeads is an easy to use, sales and service CRM growth engine for banks and credit unions. IQLeads® is all about data mining your core banking data to service up hot and relevant sales, service and retention leads to your associates. It is automated, consistent and effective when combined with our integrated sales and service relationship building training. The data mining engine automatically searches your core banking data and other 3rd party data sources to find relevant cross-sales, retention and servicing leads. IQLeads helps your associates follow a simple 3-step process to work every lead. (Research, Interview and Wrap-up). Statistics show that the first 180 days of a new banking relationship are the important time. The IQLeads automated on-boarding ensures every onboard step is executed with precision. The key to automated sales and service lead generation is lead prioritization.

About

Let AI optimize every step of your outbound sales playbook, per account and per individual contact, way beyond humanly possible. Skip list building, account research and manual cadences. Focus your time on engaged leads. Put an end to manually searching for prospects. Connected to dozens of data sources, RightBound constantly sources relevant prospects, adding them to your funnel and CRM already enriched, verified, and segmented. Farewell, static playbook. With the help of machine learning, every prospect experiences a different version of your outbound cadence. Channel, content, timing and frequency are all dynamically adjusted to match each individual profile and their past interaction, in the path most likely to engage them. Optimization of your ICP & playbook should happen every day, every hour. RightBound is the only solution with visibility into all relevant company & persona data, prospect behavior, and actual sales activity.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales and service CRM for banks and credit unions

Audience

Sales teams that want an AI-powered solution to optimize every step of their outbound sales playbook

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Quest Analytics
Founded: 2001
United States
www.quest-analytics.com/iqleads

Company Information

RightBound
Founded: 2019
United States
rightbound.com

Alternatives

Alternatives

ExecAtlas

ExecAtlas

Equilar
WrapPortal

WrapPortal

Injala

Categories

Categories

Integrations

HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Outreach
Salesforce
Salesloft
Truto

Integrations

HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Outreach
Salesforce
Salesloft
Truto
Claim IQLeads and update features and information
Claim IQLeads and update features and information
Claim RightBound and update features and information
Claim RightBound and update features and information