Audience
Sales and service CRM for banks and credit unions
About IQLeads
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.
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Integrations
No integrations listed.
Company Information
Quest Analytics
Founded: 2001
United States
www.quest-analytics.com/iqleads
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Product Details
Platforms Supported
SaaS
Training
Live Online
Support
Phone Support
Online