Distribute leads among your call center team based on any criteria of your choosing – including caller availability, past performance, product specialty, location, and anything you want.
For all inbound and outbound calls, your agents will see progressive calling pop-ups. These pop-ups have all key lead details, and allow you to enter the notes of the conversation, set follow-up tasks etc. without ever leaving the pop-up screen or opening any more tabs. The pop-ups are completely customizable, help your salespeople immensely, and save tons of time.
Add task for followup, Forward to available agent, Forward to inspection officer, Send customized emails
Clean and customized UI to focus on the most important jobs
The callers can view lead’s old conversations, and activity history while on the call, helping them modify the pitch on-the-go, hold the lead’s interest and always know what they are looking for. This would help them make the right pitch and delight the prospects.
Record calls, run quality control checks, monitor caller performance, identify exceptionally good or bad agents in terms of call quality and closures and give real-time feedback.
Get detailed reports about the overall performance of your call center team, and individual callers. Identify the star agents closing the most deals, the slackers missing out on their tasks, the overall number of calls made by each agent, and if they are able to meet their targets or not.
Out-of-the-box integration with all the popular IVR tools – like Knowlarity, CallRail, Exotel, Ameyo and more.
“Leadsquared Insurance CRM is very powerful in allowing customizations, unlike large CRMs. We use it to power our new telephony-assisted online sales channel. Automations help us engage customers without delays, and we have increased our conversion rates. The lead capture is seamless from all sources. The in-built connectors, APIs & Web-hooks are simple to use and can be integrated with your core systems.”
General Manager, Exide Life Insurance
Know more about LeadSquared in a 30 minute online demo