Action lists
Top Acquire
Top Acquire
Top Acquire (Beta): Finding new valuable customers
Top Acquire is the newest acquisition and lead management product within Onesurance, designed for portfolio growth among business advisors. Where existing modules like Top Defend and Top Sales focus on customer retention and additional revenue from the existing portfolio, Top Acquire supports you in identifying and approaching new, valuable business relationships.
What does Top Acquire do?
Selects industries with the highest proven return on investment in your portfolio (based on SBI code and historical performance)
Finds similar companies in these industries within your region or nationwide
Enriches these leads with current company data (revenue, staff), contact information, Chamber of Commerce number and location
Put leads ready in an action list, available to advisors
Ability to provide tools to approach leads personally, such as applying the Mail Agent.
Operation of the dashboard
The Top Acquire provides a clear overview of:
Industries: Which sectors have the most potential for your portfolio.
Leads: Concrete companies including relevant data such as personnel, turnover, address and contact information.
Region Analysis: Visualization by county and location of potential leads, with market potential and net worth.
Action List: A dynamic list of leads to be contacted, with status and history.
Filters: Select by industry, size, location and other relevant criteria.
See the dashboard example in the screenshot for an impression of the functionality.
Sample actions with Top Acquire
This is how it works in practice:
Onesurance automatically determines your best performing sectors.
The system searches and compares relevant companies based on industry, region and staff size, among other factors.
You will receive an action list of top leads with all required contact dates.
From the action list, you contact them directly, via phone, email or LinkedIn.
Easily schedule appointments and record follow-ups in the platform.
Example:
Select region De Bilt, branch 'Specialized work in construction', minimum 5 employees.
You get an instant overview of relevant companies: Stichtse Loodgieters B.V., DICE climate expert, complete with KVK, address, turnover and phone numbers.
Acquiring smarter
Top Acquire supports you in:
Lead selection based on data-driven criteria: sectors, market potential, net worth
Agent: comprehensive market research, automatic mail and appointment functions
Search function for look-a-likes of existing top customers
Interested?
The Top Acquire functionality is currently available to beta users on a limited basis. Interested? Please indicate it to your Account Manager.