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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

IQLeads serves as a user-friendly growth engine for sales and service CRM tailored specifically for banks and credit unions. Focusing on data mining from core banking systems, IQLeads® delivers timely and pertinent leads for sales, service, and retention directly to your team. This system operates with automation, ensuring consistency and effectiveness when paired with our comprehensive training on relationship building in sales and service. By utilizing an advanced data mining engine, it scans both core banking information and various third-party data sources to uncover valuable leads for cross-selling, retention, and customer service. Associates can effortlessly navigate a straightforward three-step method to manage each lead: Research, Interview, and Wrap-up. Research indicates that the initial 180 days of a banking relationship are crucial for success. With IQLeads' automated onboarding process, every step is carried out with impeccable accuracy. Moreover, the essence of effective automated sales and service lead generation lies in the prioritization of leads, ensuring that the most promising opportunities are addressed promptly. Ultimately, by leveraging IQLeads, financial institutions can enhance their outreach and improve customer relationships significantly.

Description

Convert your leads into revenue at every phase of the sales journey. Optimize every facet of your lead generation strategy, from acquisition and allocation to the sales cycle and follow-up processes. Achieve complete transparency regarding the performance of your sales team and business collaborators, allowing you to evaluate their effectiveness with leads. Monitor the profitability associated with each lead source, representative, and branch office. Seamlessly integrate all your lead sources into a single platform through our Lead Capture API and advanced email parsing technology. Our system is compatible with your company’s website, as well as platforms like Zillow, Buyside, ReadyChat, Realtor.com, Homes.com, and numerous other lead generation partners. Automatically distribute leads to sales representatives following round robin or broadcast assignment protocols, and establish time constraints for lead acceptance. Additionally, keep track of acceptance durations, multiple inquiries, and a variety of other metrics to enhance overall efficiency and effectiveness!

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CommVersion No 
Zillow No 
realtor.com No 

Integrations

CommVersion Yes 
Zillow Yes 
realtor.com Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$299 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Quest Analytics

Founded

2001

Country

United States

Website

www.quest-analytics.com/iqleads

Vendor Details

Company Name

LanTrax

Country

United States

Website

lantrax.com/leadtrax/

Product Features

Lead Generation

Contact Discovery No 
Contact Import/Export No 
Lead Capture No 
Lead Database Integration No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Visitor Identification No 

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

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