Streamline your data management process with the LeadQuizzes + Redtail integration

LeadQuizzes is a platform that allows you to create high converting quizzes that you can promote online, in order to get more qualified leads. Nowadays, it’s very important to create highly customized marketing funnels for your business. But, how can you understand the specific needs and desires of your leads, in order to send them to the most relevant message that transforms them from cold traffic to leads and clients? With Quizzes, you can. LeadQuizzes enables you to leverage the power of creating quizzes and survey to qualify your audience. By doing so, you’ll have the ability to push the people into the right stage of your marketing funnel.

How does LeadQuizzes work? First of all, with LeadQuizzes you can easily create the landing page that contains the quiz. The more traffic you’ll send to this page, the more leads and clients you’ll get. Then, those who arrive on your landing page will complete a quiz. When they are done, they visualize the lead capture form.

After subscribing, people will be redirected to your offer page, that may contain the quiz results and the offer page. LeadQuizzes allows you to do all that. Moreover, you can customize the entire design of your quizzes, run A/B split tests and send your collected leads to your email marketing software.

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.