Request a DemoCommon use case
iService runs lead capture, Salesforce data enrichment, nurture campaigns, quotes, and follow-up calls from the customer records your service team already uses. A landing-page form updates contact properties, adds the contact to a mailing list, and starts a nurture campaign. Quote work and follow-up calls stay with the same contact record.
Prospect follow-up usually happens in a system your service team cannot see.
iService keeps lead capture, Salesforce data enrichment, nurture campaigns, quotes, and follow-up calls on the customer records your service team already uses. Quotes and campaigns stay with service history. Your team works from one contact record.
Prospects who already contact your service team about products and pricing.
Business Development fits teams that follow up with prospects and customers who already contact the service team about products and pricing. Those conversations, the prospect record, and the quote work remain in iService.
Submit actions and contact properties drive the follow-up.
An iService landing-page form updates contact properties, adds the contact to a mailing list, and starts a nurture campaign. A quote topic opens the quote form when an agent handles a quote request. Every quote iService sends creates a tracking ticket in Open Quotes.
One prospect moves from a form submission to a quote your managers can see.
A prospect submits a landing-page form. iService updates the contact properties, adds the prospect to a mailing list, and starts a nurture campaign. When the prospect requests pricing, the agent uses a quote topic that opens the quote form. Sending the quote creates a tracking ticket in Open Quotes. The manager sees that open quote in the pipeline view.
Managers need one view of every quote still open.
iService shows managers every open quote in one pipeline view while agents work their own quote list. Every quote sent creates a tracking ticket in Open Quotes. The quote work stays with the customer record your service team already uses.
Outbound calling is part of this work too.
The iService Preview Dialer builds a call list from any contact search and shows each contact before the call. Your team can select the contacts that need follow-up, review each record, and make the next call from the list.
Request a demo to see a landing-page form start a nurture campaign, a quote create an Open Quotes ticket, and the Preview Dialer build a call list.