Streamline Your Agency's Sales Pipeline
Ever quoted a lead you didn’t write or have trouble tracking X-Dates, close rates, or point of sale information in your agency? EZLynx’s newest product, Sales Center, is focused on growing your business by streamlining an agencies sales pipeline. From identifying missed sales opportunities to servicing existing customers, EZLynx’s single platform helps you manage the full customer lifecycle, round accounts, and increase new business!
Easily Access Data
Easy access to pipeline data and relevant information, your sales managers can access the success of their producers and workflows. Sales dashboards allow you to quickly see close ratios for producers, deal aging, and assess your entire sales process to make informed decisions for your agency. Whether you are using Sales Center for true new business or rounding accounts, everything you need to know about an account is in one place.
Quote information from EZLynx fills into sales center to provide you the estimated value of each deal. As it moves through the pipeline, the estimated value becomes more accurate. This allows you to forecast sales your sales for month’s end. Follow each producer to make sure they are on target to hit sales goals and maximize agency revenue!
Track & Manage Sales Task
Sales Center is part of the EZLynx one platform center, so all your data is in one place. Track and manage the sales tasks through the Agency Workspace. Sales managers can follow the progression of a customer through the entire process. This means that identifying opportunities, sales, quoting, customer management, and renewal management all happen in one system. No more need for cumbersome spreadsheets, multiple systems, or lost opportunities. All your data is managed from a single platform .
Focus on Generating Revenue
Each day, a producer comes to work knowing each opportunity to target and the next task to close the deal. This allows producers to focus on revenue-generating activities and maximize their time. Tasks can be assigned to any one in the agency and managed through Sales Center. Everything is accessible from the customer’s main EZLynx account.