Optimize Call Activity by Leveraging Our Score-Based Call List Capability
During each call, the sales person is guided through the call log process allowing them to quickly specify the securities discussed, take notes, and update a distribution list.
Notification-Triggered Call Lists
Key external events such as market-driven events or trades can trigger call-to-action driving notifications. These notifications, in turn, can generate call lists, which can be filtered by key criteria.
Sales managers can leverage this features’ filtering and sorting capabilities. On top of this, sales managers have the ability to apply additional filtering by call list or owner.
The Value That Our Call List Feature Provides You
- Optimize the calling process
- Drive sales
And that’s just the tip of the iceberg!