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NEW LIFE FOR BUILDING SOCIETIES GUIDE
For almost thirty years, Butlers Building Societies Guide has been widely recogn.....
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2012
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2010
PALM:
Prospect and Lead Management
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Purpose
monitor and manage mortgage, insurance, savings and investment leads
analyse the performance of advisors and front-office staff
Lead and Commission Management
process leads for out-sourced products
track and reconcile commission payments
user-defined performance analysis criteria – focus on what’s important to you
analyse the effectiveness of marketing campaigns
integrated with Microsoft Word and Outlook
manage and share appointments
produce documents tailored to your business needs
supports a wide range of products from an array of third-party providers
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