IQLeads

IQLeads

Quest Analytics
TotalExpert

TotalExpert

Total Expert
+
+

Related Products

  • Pipedrive
    10,133 Ratings
    Visit Website
  • Podium
    2,099 Ratings
  • Visual Visitor
    250 Ratings
    Visit Website
  • Phonexa
    233 Ratings
    Visit Website
  • D&B Hoovers
    1,209 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Axe Credit Portal
    3 Ratings
    Visit Website
  • Popl
    6,810 Ratings
    Visit Website
  • VoucherCart
    57 Ratings
    Visit Website
  • boberdoo
    17 Ratings
    Visit Website

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

Deepen your relationships with industry-leading integrations and reporting tools to make your data work for you. Develop more actionable insights with a single source of truth to deeply understand your customers and their financial journeys–transforming engagement and building a better customer experience. Create a data-rich ecosystem at the core of your sales and marketing activities. Then leverage these insights to dig into performance and truly understand your ROI. Total Expert is the CRM and customer engagement platform uniquely built for banks. Banks that partner with Total Expert have grown 2.2x the speed of the industry and win deeper customer relationships, drive higher retention, and provide greater customer satisfaction – all through a hybrid digital + human approach.

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

CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions

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

Total Expert
Founded: 2012
United States
totalexpert.com

Alternatives

Alternatives

Cimmaron Mortgage Manager

Cimmaron Mortgage Manager

Cimmaron Software, Inc.
ExecAtlas

ExecAtlas

Equilar
Surefire CRM

Surefire CRM

Top of Mind Networks
TotalExpert

TotalExpert

Total Expert
IQService

IQService

Quest Analytics
Unify CRM

Unify CRM

Unify

Categories

Categories

Integrations

COZYROC SSIS+ Suite
TrustEngine

Integrations

COZYROC SSIS+ Suite
TrustEngine
Claim IQLeads and update features and information
Claim IQLeads and update features and information
Claim TotalExpert and update features and information
Claim TotalExpert and update features and information