CRM System

We are a marketing company which provides leads for insulation companies for loft and cavity wall insulation and other energy saving products in the future. We call customers, Quality control the lead (to see quality of sale) and then book the leads in for a surveyor which works for the client who wants the leads. Key Benefits: 1. Increased return on leads, by tracking the lead from source to final outcome you can maximizing the potential of each lead and analyze where you can make improvements. 2. Routing, using Google maps you can view your surveyors diary and then help to plan the most efficient route for your surveyor. Using this tool you can also manage the surveyor’s time and fuel effectively and even reroute them if an appointment cancels. 3. Real time results, as the surveyors have an online reporting system you will know the results as soon as they happen allowing you to see exactly where your surveyors are and when they get the best results. 4. A bespoke presentation, which when used correctly on every appointment guarantees the best conversion rates possible. 5. Sales reports, built in is a simple to use reporting interface allowing you to view every lead in real time. You can view every customer you have ever had (historical information required) and what stage they are at, from New Lead through to Final Result (either job or dead lead). 6. Team Results, using the tools provided you can analyze the results from each department. These results can also be broken down by booking agent, surveyor or fitter. Highlighting areas for improvement down to individual staff members who are reducing your profit margins and need upskilling. 7. Training, varying levels of training are available to assist you in maximizing profit margins. Initial training will be given on how to use your CRM system, with training on how to use the presentations correctly, sales training for surveyors, customer service training (surveyors/booking department), ………………………….. training all available on request. There is always a training package available which will help to build a strong successful future for your company.