Lead management Identifying business opportunities

Intelligent lead management starts with the first interaction. BSI identifies anonymous users, tracks their interactions at touchpoints in real time and indicates the sales potential and likelihood of defection early on. You will no longer miss any business opportunities or warning signs.

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Lead nurturing Getting to know your prospects better

Smart dashboards, performance tools, and artificial intelligence (AI) make your lead management a critical success factor. BSI automates the capture of leads, continuous lead nurturing and lead scoring in real time and takes your customers' action information into account.

Duplicate cleansing Identifying opportunities earlier

BSI recognizes instantly when the same anonymous lead contacts you twice. It identifies the lead and combines the two entities. This process is thorough, intelligent, and automated duplicate cleansing – for seamless traceability of all your contacts' lifecycles.

Lead scoring Increasing the success score

BSI calculates lead scores in real time. Then, It recommends automated and targeted next best actions for marketing and sales, where the customer is automatically sent on her personalized customer journey, and her advisor engages her in a targeted manner at the right time.

Omnichannel Intelligent channel integration

BSI is fully integrated and 100% omnichannel. Whether your customer shops online, posts on social media, or picks something up at the store, your sales team will know. This scenario opens up cross-selling and upselling opportunities and increases customer loyalty through first-class support.

Successful lead management – A practical example

Turning anonymous users into core customers

With BSI, every contact is a prospect. And every prospect receives the appropriate attention – whether a visitor to your website is someone you only know the location of at this time or a core customer who you have been accompanying assiduously for years. Companies that do not look at their customers holistically and as individuals with their individual lifecycles miss out on recurring income streams. They look at a prospect as a one-time sales opportunity instead of a potential long-term customer relationship – good lead management, however, goes far beyond that. Remain attentive, get to know even your existing customers better and better and accompany them personally on their customer journey.

To build a relationship with your customers, you must save their contact data in the system, even if you only have an e-mail address, and continue to enrich the lead. Using AI, BSI helps you determine next best actions and assists with lead scoring, selecting the best channel and the most promising time to get in touch. This way, you know exactly how to best continue the customer journey for this one customer and learn more about her. Let AI do the work for you.

With this philosophy, and with automated lead scoring and the generation of next best actions, you can assist all potential and existing customers in their current situation with relevant offers. This approach promotes customer loyalty, reduces your cost of attracting new customers, improves sales efficiency, and increases sales.

Related Capabilities

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BSI knows your business

Whether sales, marketing, service or customer insights: you can put our two million code lines and promising solutions together with equal ease – through uncompromising technology, a highly flexible data model and a captivating user experience.

Marketing

Set up trigger-based, highly personalized customer journeys within 15 minutes with BSI. They help you provide an unforgettable experience and maximize your business success.

Sales

BSI offers a central, virtual advisor workstation with access to all relevant customer information. This improves the chances of a successful business conclusion.

Service

BSI’s guided processes enable more efficient handling of customer issues. This saves you time and money in the long term, and makes your customers happy.

Insights

BSI provides you with powerful analytics, clearly arranged reporting dashboards and the possibility of data-based challenges to your decisions. BSI is your direct access to business intelligence.

Have we sparked your interest?

Let us show you how BSI can help you.

Zeno Hug, Creator of Customer Delight

+41 58 255 99 59

zeno.hug@bsi-software.com

BSI for your industry

Banking, insurance, retail are three core industries; three strong communities with “Be Involved” processes. And with BSI, a guarantee of more than just three advantages. We speak your language.

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Banking

BSI is perfectly geared to the regulatory requirements of the banking market, and helps you digitize your customer relationship.

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Insurance

You can not only design the internal processes of your highly complex sales structures to be more efficient, but also enhance the customer experience.

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Retail

BSI supports you with seamless processes along the customer journey – from the cash register to the contact center.