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)
Features
  • 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

Benefits
  • 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