Solutions

Our SaaS solutions

Sourceflow Sales helps agents and sales teams sell more and close faster.

Personal Engagement Sites

A personalized buying site for every prospect

Extending your company's brand, Personal Engagement Sites combine the offline and online experience so a sales agent can deliver a personalized quote tailored to each prospect and close the sale quickly.

5 great reasons to use Personal Engagement Sites

  • Personalized – Tailored recommendations are presented to prospects. Agent sites include a photo, personalized intro and contact information to humanize the experience and build a relationship.
  • Increase in closed sales – By simplifying and streamlining the sales process, Personal Engagement Sites increase close rates and first-touch sales by 25%.
  • Decrease collateral – Give customers one place of reference for all their purchasing decisions and cut wasted collateral by 20%.
  • Real-time information – Prospects receive their buying site immediately. No waiting for the mail or clicking through PDF emails. Brochures can be downloaded or printed from the site, and applying is one click away.
  • Detailed reporting – Real-time visibility into agent activity, sales effectiveness and customer pipeline, plus lead tracking from source of origin through purchase for campaign and agent attribution.
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A Personal Engagement Site shown on a tablet
Over 1,600,000

Personal Engagement Sites sent

LeadFlow

Manage high-volume lead traffic from every source

LeadFlow solves the many problems that come with managing high-volume lead traffic and lead acquisition from multiple lead sources.

How LeadFlow works

LeadFlow integrates easily with downstream systems to complete the lead-to-sales process. It handles data formatting, cleaning and standardization, and provides real-time visibility to identify bad leads, troubleshoot immediately and change routing rules.

5 great reasons to use LeadFlow

  • Hot leads stay hot – LeadFlow quickly processes and routes leads to your choice of systems. Adjust routing rules in real time to balance load and ensure the fastest possible response to each lead.
  • Instant visibility – You and your vendors are immediately alerted to errors or bad leads and can log in to troubleshoot in real time.
  • Enhanced data services – LeadFlow cleans and enriches your account and contact data with validation, de-duping and archiving for reporting and compliance.
  • Cloud infrastructure – A secure, reliable enterprise cloud data platform. Focus on your leads, not infrastructure maintenance.
  • Quick integration – From simple CSV over FTP to APIs and CRM connectors, lead vendor integration is simplified so leads reach you faster.
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Diagram: lead vendors send leads via API, database, XLS or CSV into LeadFlow, which routes them to automated response, lead screening, CRM and reporting systems

Sourceflow Sales helps agents and sales teams sell more and close faster.

Expert consulting, success-proven products and services for supporting our clients' specific goals.

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