Forex Leads Management - Syntellicore

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Lead Management

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Lead Management and Automation

Increase sales, save time, and grow your business by improving prospect and customer experiences through all existing touch points of your business. and automate Lead Attribution with Syntellicore Autodesk App.

Through Autodesk App, administrators can organize their salespeople in pools and define automated Lead and Customer attribution rules. Sales Pools attribution is performed by both weighted and rotated algorithms.

The idea behind Sales Desk App is simple yet the end-result is superb. Rules can be set to be executed upon onboarding, depositing status change or even triggered on a recurring basis. Moving leads and clients from one pool to another could have never been easier.

Example; attribute a lead to the Middle East Pool if their preferred language is Chinese. If the system detects a big deposit re-attribute the client to the VIP Sales Pool where experienced agents are handling the big accounts.