XLR Group » FINANCIAL ADVISERS

FINANCIAL ADVISERS

CONSULTANCY SUPPORT & EMAIL SERVER SET-UP

The client required a secure email facility for client systems. A cost effective Linux based email server solution was provided by XLR for a fraction of the cost of that quoted by others.

The system has none of the complexity of Microsoft Exchange Server, yet handles all the email needs of the client, with little or no maintenance needed.

10 Steps to Success

1. Find businesses using the XLRNT data hub. Search by business type, size, turnover, etc

2. Send out a promotion to all these new contacts, tracking opens and click throughs

3. XLRNT immediately alerts you when people visit your landing page so you can call them back immediately

4. Organise, categorise and assign new leads to the relevant sales people

5. Qualify and quantify the business opportunity

6. Schedule meetings and follow up tasks

7. Convert the lead to a sale!

8. XLRNT can automatically create a sales follow up call to ensure customer satisfaction

9. Analyse the success of your promotions and even compare promotions side by side

10. If desired, you can be automatically reminded to call a customer back months after the sale, asking if they would like to re-order.

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