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Success Story: Montgomery Funds
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Click here to see how Montgomery Funds uses VisualCalc Consumer Tools to help engage and educate their customers.
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Attract, Engage & Educate Your Customers
It used to be that an informative website was sufficient. Today, customers also expect to be able to interact with you via your website - quickly and intuitively. VisualCalc Custom Sales Tools help you direct your customers to the right product for their needs. Attract them with an engaging and intuitive user interface. Guide them by asking relevant questions. Close the sale with an immediate call to action. Keep them coming back to see how changes in their circumstances affect their product needs.
Increase Close Rates & Revenues
VisualCalc Custom Sales Tools can be used directly by your customers or by your sales organizations to guide your customers through complex products or life-cycle changes. In either case, these tools can help you increase close rates, reduce cycle time, and increase revenues. In addition, we can automatically collect and forward lead information, along with the results of a prospect’s analysis, to your sales department and internal lead management systems for more efficient, effective follow up. We can even use this same information to automatically prepare and send customized follow-up communications to these prospects, helping to efficiently move the sales cycle forward.
Full Customization, Rapid Implementation
VisualCalc Custom Sales Tools enable rapid implementation while offering you full customization. You define your business rules, your desired results, and your web-design standards, including compliance with the Americans with Disabilities Act. We provide the user experience and data analysis expertise.
Custom Sales Tools Examples
Below are some examples of Custom Sales Tools we have created for some of our customers. Click on any of the links to get a general idea of the types of tools we can create. Then, contact us and we can discuss a VisualCalc Custom Sales Tool that meets your specific needs.
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Invesco
Montgomery Funds
Countrywide Bank
Synergex
Synergy Dental Laboratories
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Bank of America
Quantum
The Newport Group
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