Prospect management for MKB Collectieven

The assignment

MKB collectieven has to keep track of hundreds of contact details of potential customers. In order to maintain a clear overview, there was a demand for a well-organised system in which the company data can be easily filtered based on the current status of contact with potential customers of MKB Collectieven.

We have developed a tool for MKB Collectieven, with which company data (1.5+ million lines) can be imported into one well-arranged system. Sub-selections can then be dynamically made from this data, so that the users of the system can easily find the desired contact details. If this data is exported, it will be automatically loaded into the call center system. After the prospects have been called, their status is fed back and updated in the system. This way customer relationships are always clearly mapped, and the filter options in the system make it easy to oversee which actions need to be taken. This allows potential leads to be approached faster and more effectively!

The system is scalable and further expansions and applications can easily be implemented in the future.

Ease of use

As a result of this elaboration, the excel file of 1.5 million lines no longer needs to be filtered manually by MKB Collectieven. Which prospects are already in ring systems and how long ago contact was made is also being taken into account. This prevents the prospects from being called multiple times in a short period of time. So it has become easy to filter and search, but there are also further opportunities for growth within the new system.

The Result

Our technical solution prevents human errors because the system keeps track of contacts. In addition, the system uses an effective curve in which prospects come up in the dashboard, so that not too little nor too much is called. This keeps both employees and prospects happy!