A few weeks ago, I wrote a post at the beginning of this most challenging time for everyone. Firstly, I hope from the bottom of my heart, that those who have been seriously affected by the virus have a speedy recovery back to health and stay as safe as possible. We are truly blessed to have the on-going commitment of our wonderful NHS and supporting service providers keeping us well.
Like nearly all businesses, we have had to make some changes to the way we work and have adapted to the exceedingly difficult and unprecedented times we are all facing. With most companies having to scale back their operations or reduce their workforces.
I believe it is critical that our business move swiftly to provide the kind of services and products that help others work better and smarter.
Our core offering is lead generation across all platforms and screens, both on and offline. From driving leads for our Equity Release clients and setting appointments for their teams, to providing new leads and sales for the multitude of High Net Worth (HNW) and Investment clients we have been privileged enough to work with.
So, the plan was to announce this later in 2020 but we have brought this forward to both ensure that our team have additional projects to work on and also to provide offerings that are relevant.
I am very excited to announce the launch of Sorting Office; The Citrus Ornge Lead Management CRM. Sorting Office combines the best elements of a Customer Relationship Management platform with key features of a classic lead management platform. The system has everything needed to manage inbound leads and build powerful workflows across the entire sales process.
The new CRM platform from Citrus Ornge delivers a clear and comprehensive overview across customers and deals (open, won or lost) while managing sales teams, and schedule tasks and appointments.
Sorting Office was originally developed for Citrus Ornge’s Finance, Investment and HNW clients, and planned for full launch later this year. However, this timeline has been brought forward to answer the growing need to manage remote teams and individuals in these unprecedented times.
One of the platform’s key features is a fully integrated secure email sending platform that ensures all communication from the sales teams are sent from one central location. This helps clients to monitor and control sales outreach, assisting compliance and preventing salespeople from sending emails outside of the platform. This reduces the possibility of deals being completed externally or without the knowledge and authorisation of the business.
Call Citrus Ornge to discuss your lead management business objectives on 020 3887 3647
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The launch of Sorting Office signifies Citrus Ornge’s entry into the ever-expanding SaaS industry, adding to existing publishing and core business to deliver on the promise of a complete service offering. From today, we really do what it says on the label…