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An NBFC organisation increased visitor engagement & lead conversion using visitor tracking feature in SignOn Leadz

https://www.signon.ai/

alfredtyler
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An NBFC organisation increased visitor engagement & lead conversion using visitor tracking feature in SignOn Leadz

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  1. CASE STUDY ANNBFC ORGANIZATION INCREASED VISITOR ENGAGEMENT& LEADCONVERSION USINGVISITOR TRACKING FEATUREIN SIGNONLEADZ

  2. AboutSignOn.ai Signon.aiisanIndiancloud-basedsoftware&AIcompanyheadquarteredin Bengaluru,India.Foundedin2015bystalwartsintheIT&Servicesindustry,it providesArtificialIntelligence,ApplicationDevelopment,DigitalMarketing,Analytics andalsosellsacomplementarysuiteofenterpriseapplicationsfocusedon CustomerRelationshipManagementCRM,marketingintelligence,Membership management AboutClient AleadingNBFCorganizationspecializinginaseriesofservices likeinsurance,homeloans,investments,etc.Theyhaveacquired clientsaroundtheglobewithrobustsolutionsthattheyprovide. Theyarewellknownfortheservicesthattheyofferwhichhavea touchofcustomerengagement. ProblemStatement Theyrealizedthatwiththecountofprospectstheyhandledeachday,they couldnotmanagethemandthesystemofworkbecamedisorderly.Thisledto acertainamountofdecreaseintheleadsthatusedtocomedaily. Itbecamemoreofahassleoncetheirmarketingcampaignsshoweda regressinthesalesleads.Anditwasnotpossibleforthemtomicro-manage thewholeprocessbecausetherewerenospecificresourcesjustforthat. Theproblemhereisthattheydon’thaveaproperleadmanagementtool whichcanhelpthemtoreducethehumaneffortonleadmanagementand keeptheleadsnurtured.Iftheleadsarenotnurturedandmanagedproperly, theytendtolookforanothersolutionproviderratherthanstickingon,and assigningsomeonetotakecareofthisallmanuallydoesn’tmakesenseto them.

  3. Solution ThepropersolutionforthisproblemwasimplementingaLeadManagementtool thatcomesalongwithVisitortracking.Visitingtrackingallowsustotageachand everyvisitor’spathtowardsyourwebsitelike,fromwhichwebsitetheycame,which geography,whichdevice,whichchannel,gender,language,timespentonthe website,thepageshe/shevisited,thebuttonshe/sheclickedandsoon.Alead managementtoolwithapowerfulvisitortrackingaddonwillenabletoidentifyand trackdownvisitors,view,andrecordthetrailofeveryothervisitorvisitingthe website(s)andithelpstoinitiateaproactivechatatanypointintime. Trackingwasenabledtomeasurethespeedexperienceofnewvisitorstothe marketingwebsiteanditseffectonregistrations.Asecondarygoalwastotrackthe speedexperienceofpaiduserswhencustomerswerecomingtolandingpages. Someofthefindingsfromtrackingwere 20%ofregistrationswerelostduetocomplexcustomerjourneysduringthetracking duration.So,weimplementedvisitortrackingandthebuyingpathofthecustomer tounderstandthecustomerjourneytounderstandtheproductthattheyarelikely tobuyorwhattheywereinterestedin. Specificpagesinthepathtoregistrationwereslowerthantherest&resultedin lowerconversion-Leadsscoresdifferentiatedbetweenlow-qualityleads,inactive leads,andleadswhowerenotlikelytoconvert. 50%ofthereturningvisitorsoftheirwebsitedidnotbenefitfromearliervisits& informationprovided-Leadscoresresultedindifferentiationoftreatmentofrepeat visitorscoupledwithdatawhichwascapturedfromdifferentvisitswere accumulated. 1 2 3 ToolsUsed SignonLeadz Acompletemembermanagementtooltoscaleyourbusinesstoheights. SignOnAIhasateamofexpertmarketerswhounderstandsyourprospects, scaling24/7tobuildyourbrandandgrowyoursales.SignOnappliesthe powerofdataalongwithsomeveryintelligentfunctionstoremodelyourlead andmarketingfunnel.SignOnLeadzhelpsyoutocompleteyoursales processes,viewthedetailedcontactandcompanyrecords,andview communicationhistoryinoneplacesoyoucanmanageleadswithoutthe hassle.

  4. VisitorTracking WhenenabledinSignOnLeadz,thisfeaturecanbeusedtotrackwebsitevisitorsand revealsinformationaboutthepeoplevisitingyourwebsite/Appthatisn’teasily availableinanyotheranalytics.Thevisitortrackingfeaturehelpstotrackyour website’sanonymousvisitorsandturnsthemintoqualifiedsalesqualifiedleads. Whenananonymousvisitorisvisitingthewebsite,thetoolwillautomaticallybe lookingforcompanynames,emailaddresses,phonenumbersotherdetailswhich canhelpustowarmleadsintorealsalesanditwillbeautomaticallyaddedtoSigOn leadz. Thisfeaturehelpsyouunderstandthesefactors Whoisonyourwebsite. Whatproductsorservicestheyareinterestedin. Wheretheyarefrom. Whentheyvisited. Outcomes TheNBFCinstitutionscouldunderstandandanalyzetheexperiencesofthepaidusers. Theleadscoringmadetheclientsmuchproactivewhichresultedinthefollowing: 1Increasedregistrationsandstickinessby30%forfirst-timevisitors 2Identifiedthegoldenjourneyforeachcustomerprofiletherebyresultingintheright productpositioning&IncreasedConversionby20%inover80%ofallproducts.

  5. Otherfeaturestolookfor DataLake Astoreforenterprisedata usedfortaskslikereporting, analytics&machinelearning LeadNurturing AutomaticLeadAssignment Analyze&Nurturequalityleadsto conversion.BridgeUTMcampaignsand measureROI Assignleadstorightsalesrepwhiletheir hotandensureleadsdon'tfallthroughthe crack ContactManagement Getreal-timeinsights&socialdataof customers,connectwiththemacross channels CampaignManagement SalesFulfilment Createcampaignsfortherighttargetby trackingvisitorsandconversions.Opt-out& opt-In Streamlinesalesprocess-customizethe apptodriveprocessproductivity,and consistency. OmniChannel BusinessIntelligence ConnectVoice,Chat,SMS,SocialMedia, Webformsintoasingleunifiedplatform BuildreportswithouthelpfromIT KnowledgeManagement Collaborationtoolsdesignedtoshare insights,documents,maps,etc.,company- wide. CustomerSegmentation Surveys Segmentyourcontacts,improve engagement&retentionwith customizedcampaigns Escalation&Approval Management Createtemplatesand conductsurveysforall customers PipelineManagement Understandandmodifythepipeline effectively Flexibleapprovalsprocessesfordeal discounts,expenses,andmore Granularuserpermissions Roles,Profiles,Teams-Assignroles, definepermissions,controlaccessto information Telephony-Make,receive,& recordcalls-Outbound& Inbound ReportsandDashboards Webforms Trackteamperformance,modifycharts,in onescreen.Makedecisionsfromanywhere usingmobilereporting Helpsyoucaptureleadsfrom yourlandingpages&website LiveChat SocialMedia SMSIntegration GoogleAds Chathelpsconnectwith customersliveinthewebsite andonsocialmediapagevia FBMessenger Socialmediaintegrationto understandcustomerprofile& generateleads SendautoSMSs&Campaign SMSstocustomers,prospects GoogleAdsIntegration MobileApp Email ChatBot Connectyourweb applicationtotheLMS EmailIntegrationhelpsfunnel multipleemailIDsintoaqueue& connecttheleadtotheemail. ConversationalAIfor smarterselling&servicing AdvancedLeadScoring Leadscoringusingbehavioral attributesofcustomersfromthird partyAPIs AutoResponders MeetingScheduling Autorespondersforbusiness- criticaldecisionjunctions Prepareforcustomer meetingswhileonthego EmailInsights Notifications&Calendar GetInsightsintoEmail Marketingperformance,send, read,forwarddetails& remarketing Viewallthetaskswhichare pendinginNotifications& reminderscanbesetfortasks SalesInsight GetInsightsintoSales performance

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