Saved Search
Would you like to be able to automatically track every request for a product/service/trade
made by a customer or broker and automatically alert the customer/broker when something
they asked for becomes available?
Only the XO software:
- tracks all searches and requests made by customers and brokers
- analyzes whether or not a purchase was made by the searching customer
- tracks the results of each transaction
- alerts customers (via mobile and email) when the product or service becomes available
from another member (or new member)
- Data summarization allows you to see every search made by a customer or broker
- Searches can be sorted by date, most searched for, by customer, broker or a range
of other variables
- Customized searches let you see exactly the data you need, when you need it
- Run reports on customers requirements by region, industry type, broker and more
- Automatically alert customers via phone and/or email when something they are searching
for becomes available
- The system recognizes when a match is made and resulting purchase has been completed
as a result of a saved search – thus ensuring all outstanding requests for
goods/services are always 100% up to date
- You can customize the emails and mobile phone messages which are sent to your customers
TRACK CUSTOMER REQUESTS
AUTOMATE YOUR BROKERING
INCREASE TRANSACTION VOLUMES
- With timely information at your fingertips, you can run your business better, making
sure your employees are targeting important industries and leads
- You maximize your resources by focusing on the right industries and members required
by your customers
- You reduce your work-load in telephoning and emailing customers when something they
want becomes available
- Never forget to inform a customer again when something they are after becomes available!
- Brokers can focus on customer satisfaction
INCREASED REVENUE
DECREASED COSTS
GREATER PROFIT