Customer Relationship Management

LeadCube's customer relationship management (CRM) solutions is the focal point in managing the evolution of a lead. With LeadCube managing the customer relationship has never been easier.

The base CRM takes an opportunity from prospect to satisfied customer. Once a candidate is accepted from LeadCubes's front end acceptance process or from your proprietary front-end applications, the CRM manages the applicant through the appropriate steps.

LeadCube's CRM is a complete call center capable application including robust workflow management and reporting capabilities. It is fully integrated with our entire lead management solution. It can also function as a standalone call center operations system to be integrated with your unique front and back end applications.

Flexibility and ease of use are the basis of LeadStream CRM.

 

Complete call center operations capabilities include:

 

• Workflow Management
• Reporting
• Cross Organizational Systems Integration
• 3rd party loan management system integration
• Powerful search tools.

 

Design a step-by-step process for your phone agents to use when working a prospect. Define multiple work queues per agent. With the CRM Workflow Management's functionality, you have easy to use tools available to effectively define workflow processes and evaluate staff efficiencies.

 

Workflow Management Includes:

 

• A Stage Based Approach
• Built in Scripts
• Task Design and Progression
• Action Design and Progression
• Result Design and Lead Status Alteration
• Internal Staff Communication
• Client Communication

 

 

 

To learn more about each solution area please select from one of the four options.