I am an I.T. Admin for a community bank with 5 branches. The Management That Be wants to start a referral system for the tellers and would like to keep track of referrals per teller on a quarterly ...

A lead management system can help, depending on your company’s needs. For example, you may find that a specific type of lead is converting at a higher rate than others.

Instead, spreadsheets, Gmail accounts and pencil-and-paper notes remain popular, but costly. From such “systems,” lead response is slow. Leads responded to after 20 minutes are unproductive.

Multifamily communities move heaven and earth to acquire new-resident leads. However, leads often aren’t thoroughly captured, often falling through the cracks in the lead-management process.

Aesthetic Record is a HIPAA-compliant Electronic Medical Records (EMR) system and complete Practice Management solution created for Medical Spas, Dermatology, Plastic Surgery and Wellness Clinics.

You've worked hard to put your lead management process in place. You have defined your waterfall and you have a well-running execution model for how to treat leads as they stream through the system.

There’s little doubt that lead management has a technical side. Just don’t forget to bring some humanness into the process by walking your leads through the journey from prospect to purchaser.

To improve conversion rates and boost revenue, a growing number of marketers are pivoting to account-based marketing strategies to adapt their lead-generation practices to today’s economic climate.

Trilogy’s SaaS-based enterprise lead management platform will be integrated into J.D. Power’s Autodata Solutions division’s original equipment manufacturer (OEM) digital dealer platform, expanding the ...