Leads Escalation System
We digitize lead referrals for banks, real estate agents, insurance companies, and more in compliance with regulations and in accordance with GDPR.
Read how we make sure that leads from real estate agents to the bank advisor are handled quickly and stay warm.
Now the company is in the process of creating a new «industry standard» – and has already won contracts with several of the largest players: Nordea in both Norway and Sweden, Sparebank1, Eiendomsmegler 1, Privatmegleren, Mäklarhuset and Swedish Fast. As part of this, the system is also used towards several of the banks’ partners, such as e.g. Gjensidige and real estate agencies.
The goal is to create a completely new handling for follow-up of so-called “leads”, simply explained as good and effective customer follow-up:
What we do
For a number of years we have been developing solutions to handle the follow-up of sales leads and customer inquiries – so-called leads.
Structure in PrivatMegleren’s lead management
Leads Escalation System ensures that PrivatMegleren gets outstanding structure in their incoming leads. A good overview, both for the management and the real estate agents, ensures that they can provide great customer follow-up and efficient lead management.
The lead system that is easily integrated into existing systems
Get better lead management with the Leads Escalation System. The platform is easily integrated into already existing systems.
What is a lead, and how is it best managed?
What is a lead and how to you ensure good management? Our system gives you a solution for good and efficient customer treatment.
Collect leads from all lead channels with one system
Collect all leads from your channels with Leads Escalation System. This ensures warm leads, and increase the possibility of conversion.
Effektiv leadshåndtering fra bankrådgiver til forsikringsrådgiver
Ofte kan overføringen av leads fra bankrådgiver til forsikringsrådgiver ta flere dager.
Systemet som gir Gjensidige bedre oversikt over leads
Leads Escalation System gir Gjensidige oversikt over alle tips de har overført til sin samarbeidspartner.
Effektiv og kundevennlig leadshåndtering fra megler til bankrådgiver
Leads Escalation System sørger for at leads fra eiendomsmegler til bankrådgiver håndteres raskt, og holder seg varme.
Rask leadshåndtering i Nordea Danmark
Leads Escalation System hjelper Nordea Danmark med å optimalisere deres behandling av kundehenvendelser.
Work smarter with integrations with other systems you use.