Lead Management

In competing for a market position and for customer acquisition insurance companies are more and more under pressure to enlarge their product portfolio, to fine-tune it to customer needs, and also to offer added values. This is a challenge for every marketing and sales department. However, there is often a lack of suitable methods for efficiently serving prospective customers and customer wishes. The organisation of applications is not sufficiently structured or standardized, with the result that sales opportunities can not be used. At this very point professional lead management is necessary.

adesso's Process Model for a Systematic Lead Distribution

Sales and marketing efforts can only be productive when standardised processes are opened up which ensure a controlled processing of enquiries from potential customers. Lead management splits up data sets containing information about potential sales chances – so-called leads – into processing loops, starting with the entry, via the routing and the processing right to the filing. All individual process steps are clearly defined and characterised by clear rules and regulations. Thus, after having captured and qualified a lead, it is then passed on to the respective processor, for example to external partners, agents or specialists. This guarantees that potential customers can be allocated to the appropriate consultant at an early stage.

adesso offers a pre-conceptualised process model for constructing a lead management which specifies and implements all subject fields systematically in a way that the complete installation can be realised within a very short time. Did we arise your interest? Please feel free to get in touch.