IQLeadsQuest Analytics
|
TotalExpertTotal Expert
|
|||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationQuest Analytics
Founded: 2001
United States
www.quest-analytics.com/iqleads
|
Company InformationTotal Expert
Founded: 2012
United States
totalexpert.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Integrations
COZYROC SSIS+ Suite
TrustEngine
|
||||||
|
|
|