Streamline your data management process with the LeadQuizzes + SmartOffice 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.

SmartOffice is a CRM that offers document monitoring and calendar management, also offers sales, marketing, insurance, and investment solutions.

SmartOffice, Ebix's customer relationship management solution, is designed to help financial services professionals address these critical tasks.

SmartOffice has the power to act as the backbone of your practice. The application is highly modular and can be configured to meet the needs of any company. The SmartOffice integration portfolio includes big names like Laser App, Precise FP, Advicent, TD Ameritrade and Charles Schwab.