Streamline your data management process with the Prospect.io + RadiusBob integration

Prospect.io offers an eponymous sales development and prospecting automation tool that’s trusted by thousands of firms to collect prospect information, help manage prospecting outreach and follow-up, and track prospect engagement with your email or web-based content.

A combination of web application and browser extension, Prospect.io allows sales development representatives and other users to “clip” contact information from across the web and build custom, targeted lead lists. Then, you can filter and sort the list according to a number of variables, and create personalized drip campaigns that will help to engage prospects in a variety of buying stages.

Furthermore, the Prospect.io platform enables robust tracking of engagement with your content; see when a prospect has opened your email, clicked on a link, and/or visited your site to view content, helping ensure you know the proper time and place to connect.

RadiusBob is a lead management and customer relationship management tool specifically designed for insurance agencies and independent agents who need a navigable software that can increase their productivity and overall efficiency. RadiusBob allows agents to follow leads, track their commissions, establish work flows, and create highly customized marketing campaigns through emails, text messages, and more. RadiusBob also seamlessly integrates with a variety of third-party applications, ensuring you the maximum compatibility with the existing business software that an organization uses on a regular basis.

With RadiusBob you can send auto-responders in order to react as soon as a lead comes in. RadiusBob in fact, can be configured to send out different types of automatic messages, including immediate email responses, triggered email drip campaigns, and text messages. Through the RadiusBob interface, you have the ability to manage all of your clients and potential leads from the same convenient location. RadiusBob provides its users with a variety of tools that can be used to engage with leads and ensure that the sales process is handled smoothly. Users are able to establish work flows for common tasks that need to be accomplished, allowing you to stay focused on manual efforts elsewhere while the software works in the background to accomplish these tasks, requiring minimal oversight.

RadiusBob provides you with the ability to manage the agents that work at your insurance agency. For example, you will have the ability to recruit agents and manage them within the same system. You can store information about each agent just like you would be able to store information about clients and leads. Multi-user plans also allow you to set up automatic lead routing rules, send messages over to other agents, build an agency downline, and accomplish other tasks that are associated with having multiple agents working under your authority. Through these management features, you can automate even more aspects of the day-to-day tasks necessary for running an insurance agency. Moreover, RadiusBob, allows you to leverage marketing automation and reach your audience with the most relevant message for them.