Initiated by the Area and Region Collaboration Forum, the
project went live 14 October 2014, a month and a half before schedule. Since
then, there has been a significant increase in leads flowing from NPW to NPW as
they sell multiple products. Because these leads are recorded in Leads Tracker,
productivity can be measured and the quality of the leads generated can be
tracked too. It allows an easier way in capturing leads from a users’ own
system without the time consuming manual task of having to capture and logging
into another system each time. All leads
reporting from Nedbank Wealth are completed from Leads Tracker, one data source
instead of a myriad of numerous Excel spread sheets. All the data in the
reports can be traced and double checked.
One of the most significant benefits to Nedbank, is that it
improved relationships between individuals and cross selling opportunities within Nedbank.
When a client asks for a product that is sold by a different business unit, the
client details can be captured and within an hour the client details will be in
the relevant business unit.
This has paved the way for other business units within
Nedbank Wealth, to adopt the same leads “philosophy” as NFP and NPW. Soon all
wealth leads will be received from one system and a standard way of measuring
and reporting on leads will be adopted across Wealth.