How to Manage your Leads so you Never Lose A Client

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How to Manage your Leads so you Never Lose A Client

The proper tracking and managing leads of potential clients are important to any business. This is even truer in this age of digital, multi-faceted client lead generating process. In my experience of working with visa consultants, I saw there was a need to systematically manage potential clients. 

New Zealand visa consultants are collecting potential client leads from around the globe. The progression of the lifecycle of these leads from acquisition to conversion takes time and effort. Efficiently processing, storing and following through requires a systematic approach. This is why I introduced the “managing leads” feature into my software.

The managing leads feature allows you to collect essential client information and enter it into the pipeline process. The centralized platform allows you to manage lead history and maintain files. Once in the pipeline, it itemizes the stages necessary for turning a lead into the contract. It allows you to nurture your clients so they feel privileged.

The software will tell you how many clients there are at each stage of the process, so you can follow up and help them through each stage. The individual contact at each stage gives the potential client the special attention they deserve. This type of personal attention helps client conversion rates. 

The Founder of The Starting Idea, Abhik Shome believes the managing leads feature stands apart from the crowd. It lets you get noticed by your potential client and perks their interest in conducting business with you. Jacinda Santora goes on to say that managing leads are about driving communication so casual lead traffic can be converted into loyal customers. 

Managing leads can offer numerous benefits, which include but are not limited to the following:

  • All documents and emails are stored methodically for quick reference
  • Allows you to invoice your new clients
  • Improve your sales
  • Provide better customer service

The managing leads feature will allow you to pursue leads and manage them. It will easily allow you to convert leads into lifelong customers. You too can start using the feature as soon as you purchase your Ezymigrate software.

SMS Messaging Benefits You are Missing Out On

Effective communication is the backbone of any business. Nowhere is this statement more relevant than the visa consulting services. This is because they deal with the law, and missing any critical government deadlines means their clients suffer irreparable losses. In my long experience working to provide solutions to visa consultants, I understood their need for quick and efficient communication. This is why I decided to include SMS messaging services into the software.

The IAA regulations require that communications with any client or potential client be documented. True email is there, but the problem with email is that clients don’t always do it in a timely. This is where my SMS messaging feature truly shines. Every SMS message you send through this feature and any response you receive is documented. So any time there is a government audit, all your messages are saved to be accessed as needed.

SMS messaging has been around for nearly thirty years, and it has proven itself to be the most effective way of communicating. According to research, more than 95% of the time, SMS messages are read within fifteen minutes. So when a visa consultant needs to get in touch with their client instantly, there is no better way of getting their attention than sending them an SMS.

Manuela Marques says, “SMS has become one of the most relevant communication channels to inform”. She further likes the fact that it requires no customized engineering. Your customers can use it immediately without any complicated integrations.  Nilam Oswal likes SMS messaging because it is permission-based. So the individual you send the message to knows you and the chances of your message being ignored are next to zero. 

Another vital benefit of SMS is its wide reach. There are 4.7 billion mobile phone users on the planet today, and this is going to increase to 7.3 billion by 2033.  Every one of those individuals is available via an SMS. It requires no upgrades and is always available. Other benefits it offers include:

  • Good customer service
  • Greater brand loyalty
  • Instantaneous communication
  • File management

The use of SMS messaging is gaining momentum. It is imperative that you not miss out on what could be a very profitable instrument of communication. Get your Ezymigrate software now so you can start using the SMS messaging feature.