480.278.8222

Prospect | Generator

Prospect Management, Targeted Communication and Lead Generation
Increase the marketing reach and sales efforts of your producers while impacting your bottom line using our prospect management and email marketing tools. Empower you producers to quickly and easily manage, communicate, track and increase their prospecting efforts using the sales process you provide and tools including automated email drip campaigns and prospect capture forms.

 

  • Manage prospect database and keep detailed notes on each prospect
  • Build and share automated prospect drip email campaigns with producers
  • Producers can create their own email messages and drip campaigns
  • Include dynamic producer signatures to personalize emails and drive prospect action
  • Segment your prospect database for highly targeted and personalized communication
  • Track when emails are opened by prospects for timely follow up
  • Create/utilize pre-built email templates to communicate with producers
  • Email features include easy template design, drag and drop images, photo editing, subscribe and unsubscribe functionality and attachments (Web pages, capture forms, videos, etc.)
  • Create prospect capture forms to target new prospects
  • Generate links to your forms to publish on emails, Web pages, social media sites, etc.
  • Manage personal calendar to schedule all marketing/sales and prospecting efforts
  • Develop coop marketing campaigns to generate and share prospects with a select group
  • View statistics on your emails including deliverability, open rates and opt outs in the Results Generator tool