Solution4 - The Financial Services Engine

Lead & Opportunity Management

The enquiry stage is the foundation of any business, without new leads and opportunity management, there are no sales.  

SENRO helps you to manage opportunities from new and existing clients, but also helps you to generate new ones.

Using SENRO you can give controlled access to Call Centre’s but also external Introducers, such as real estate agents, accountants or solicitors.  They can log onto SENRO, create opportunities, and track their pipeline without seeing any client or business confidential data.

If you get your new enquires by purchasing prospect lists, then use SENRO’s configurable CSV import tools to upload the file. 

If you’re fortunate enough to have a proactive website, which generates your enquires, then SENRO can provide a web-service to automatically populate these details into your SENRO system.

Every new opportunity generated will be displayed in the Opportunity Manager, where they can be monitored to ensure the best chance at converting them into a sale.

 

Once you have converted the opportunity into an appointment, you can use the SENRO appointment diary to review both you and your team’s schedule.  SENRO also offers 2 ways outlook integration, giving you the benefit of keeping your both Outlook and PDA updated.  

Once you have completed the enquiry stage, then sales stage will help you to provide the best advice to your client, find the right product and secure a new sale.

Click here to view our Enquiry Stage Online Demos

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• Pipeline and Commissions
• SENRO