How Security Token Issuers Use the Whitelist0x Sales Automation Tools to Convert Investor Leads.

Whitelist0x provides an extensive sales automation tool that takes the manual, time — consuming tasks issuing companies do on a daily, weekly, or monthly basis [ be it prior or post their security token offering ] and automates them. Not only does it turbocharge an issuer’s efficiency, it also improves accuracy and accelerates their sales process.

Create Sales Automation.

Issuers can assist their sales reps with automated actions based on their investors’ emails, actions, the time within deals and stages, website browsing history, and more. Manual actions are assisted via automation features to ensure they can do more with their time. This provides the perfect blend of automation and personalized human touch to their deals.

Customize Sales Flows.

Issuers can design their sales process to be as unique as their offering. With custom pipelines, sales stages, tasks and more, issuers can get more investor leads faster and better. They can also keep an eye on their sales funnel, performance metrics, automations, and individual agents with ease.

Manage Investor Whitelists.

Issuers can manage their existing and future investor whitelists with ease. With powerful searching and filtering options, they can drill down to specific groups of investors and view the entire history of a specific investor. Investor groups can be segmented into accredited, non — accredited, institutional, individual, and so on.

Follow Whitelist0x on LinkedIn and Twitter. Become a Reseller, Affiliate, or Channel Partner. Join Whitelist0x as an Issuer or Investor. Send an email or chat live with the team on Telegram.

Whitelist0x is what it is :: a Whitelisting Firm. That says it all. However, there’s more beyond the name. Whitelist0x focuses on helping small businesses go public to raise funds via the security token offering mechanism. Unlike similar security token platforms that only offer technical solutions, Whitelist0x enables private companies to launch extensive public relations, integrated marketing, and investor relations campaigns, draft various offering documents such as prospectus, file with securities regulators in the U.S. and various other jurisdictions, and then issue security tokens that represent shares and allow shareholders a stake in their company’s equity as well as a share in their profits in form of dividends, interests, and so on.