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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

RelPro's business solutions are flexible, adaptable, and integrate with your workflow. They save you time, increase growth, and deliver results. Our cloud-hosted service allows you to search for and contact decision-makers in companies. Connect your contacts and leads from your Company to visualize and map relationships, make new connections, and track job changes. Our Data Services team will create a solution for your business. RelPro is a Business Development and Sales Intelligence platform that enables Relationship Management and Business Development professionals in Financial and Professional Services to grow and build relationships, and save time. RelPro provides insights into companies and their decision-makers from small and medium-sized private companies to large public companies.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Altrata No 
BoardEx No 
IBISWorld No 
Vertical IQ No 

Integrations

Altrata Yes 
BoardEx Yes 
IBISWorld Yes 
Vertical IQ Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 
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 No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Quest Analytics

Founded

2001

Country

United States

Website

www.quest-analytics.com/iqleads

Vendor Details

Company Name

RelPro

Founded

2009

Country

United States

Website

relpro.com

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 Generation

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

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