Trigold is to integrate its online sourcing system with a lead reporting tool to make it easier for advisers to manage purchased leads.
The deal with Leadreporter.com will give intermediaries a number of new tools to enhance the sales process for clients accessed through LeadPoint. Software will gather leads and manage the entire process, from capture through to tracking and analysis. Both large and small firms will be able to use Leadreporter.com to analyse how leads are converted into sales to improve their business methods. David Aylmer, business development and marketing director of Trigold, comments: “Dealing with leads quickly and effectively is the most crucial element in successful selling and this integration be...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes