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How Financial Firms Use Lead Automation to Capture & Assign Leads

Learn how Sanchay CRM simplifies task management for Mutual Fund Distributors & Financial Advisors. Automate tasks, track progress, and improve efficiency.

Table of Contents

Introduction

Financial advising firms and MFDs are using social media platforms more frequently to advertise their services in today’s digital-first environment. According to what we see at Sanchay CRM, a lot of these firms are doing a fantastic job producing interesting articles, videos, and stories— not necessarily advertisements, but sincere material that sparks curiosity.

What We Observed

  1. The firms post videos (not necessarily ads) on their social media pages

  2. After viewing a post or video, a potential client (a suspect) directly messages the firm.

  3. The prospect then receives a Google Form Link from the firm to share their details.

  4. Responses are collected in a Google Sheet or Excel file.

  5. This captured data is manually sorted, leads are categorized, and agents/RMs are assigned to them by a team member.

The Downside of this Process

However, there is a clear gap in the procedure when it comes to gathering and managing inquiries/leads.

  1. This manual process consumes significant time and energy.

  2. introduces the possibility of errors, and slows down lead response times, which can cost valuable business opportunities.
However, A Better Way Is to use your Website to collect inquiries and then using CRM (Sanchay CRM) to Centralize it.

Use Sanchay CRM + Website Integration for Lead Automation

  1. Have a company website: Create a simple website, or even a landing page, on which you can incorporate inquiry forms that are directly linked to Sanchay CRM.

  2. Provide the Website URL:  Provide your website URL to a potential customer via direct message (DM) rather than sending them a link of a Google Form.

  3. Direct CRM Capture:  A lead is immediately created when a form is submitted, sending the prospect’s information straight into Sanchay CRM.

  4. Automated Assignment:  Based on specific rules you specify (such as location or service interest), leads are automatically categorized. In real time, leads are generated automatically and allocated to the appropriate team members.

  5. No need for Manual Sorting:  Lead automation is set, and you no longer require someone to spend valuable hours manually sorting and assigning leads while seated in front of an Excel sheet.

The Upside of This Process:

  1. Businesses can save time and improve accuracy.

  2. Deliver quicker, more polished service
     
  3. Immediate assignment and generation of leads so No manual intervention 

Why Sanchay CRM over Other CRMs?

There are plenty of CRM for financial services in the market. But not all CRMs are made for you.

Sanchay CRM is the only CRM purpose-built for Mutual Fund Distributors and Financial Advisors in India. While generic CRMs try to adapt to your workflow, Sanchay is built around it.

Sanchay CRM empowers your practice with:

  1. Client Segmentation & Personalization

  2. Automated Email & WhatsApp Campaigns

  3. Inbuilt Portfolio Review Tools

  4. Task & Team Management

  5. Lead Automation & Management

  6. Centralized Client Interaction History

  7. Insightful Reports & Analytics

Want to implement the magic of Lead Automation for your practice?

Reach out to us and transform the way you capture, assign, and convert leads and automate the entire process.

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