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An NBFCs way to customer engagement using SignOn Leadz

https://www.signon.ai/

alfredtyler
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An NBFCs way to customer engagement using SignOn Leadz

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  1. CASE STUDY SIGNON LEADZ HELP IN RETARGETING VISITORS POST SEGMENTATION

  2. About SignOn.ai Signon.ai is an Indian cloud-based software & AI company headquartered in Bengaluru, India. Founded in 2015 by stalwarts in the IT & Services industry, it provides Artificial Intelligence, Application Development, Digital Marketing, Analytics and also sells a complementary suite of enterprise applications focused on Customer Relationship Management CRM, marketing intelligence, & Membership management. About Client One of the best NBFCs in India with around hundreds of branches in the country. Also they have a customer base of thousands which makes it one of the best NBFCs. It has shown rapid growth in the market in the past years which makes it one of the best in the country. It specializes in offering infrastructure management, wealth management, home loans, commercial finance and consumer loans and much more. Problem Statement Low conversions online & this was impacting the offline conversions as well. Customers were not identified and mapped to the correct product portfolios. Reduced conversion rates was the headache of this NBFC client, they couldn’t streamline the targeting process, they failed in segmenting the customers and providing customized marketing solutions for users. The generic marketing efforts ended up in bad conversion metrics both online and offline.

  3. Solution Mapped the entire workflow , Implemented solution with SignOn Leadz : Segmenting the customers helped in personalizing marketing and communication for each segment. SignOn targeted the website based visitors using facebook pixel. Used the list based retargeting method. This increased awareness of the brand and also increased conversions. Increased accuracy of website visitors to re-engage with the brand by reminding them of the services offered. This also aids in offering the right information of services/products. 1 1 2 2 3 3 Configuration And Deployment Timeline 6 Months from Contract 5 Months Deployment 1 Month Study 1 Month Transition Time to Go Live

  4. Tools Used Signon Leadz A complete member management tool to scale your business to heights. SignOn AI has a team of expert marketers who understands your prospects, scaling 24/7 to build your brand and grow your sales. SignOn applies the power of data along with some very intelligent functions to remodel your lead and marketing funnel. SignOn Leadz helps you to complete your sales processes, view the detailed contact and company records, and view communication history in one place so you can manage leads without the hassle Feature Used Digital Marketing Provided digital marketing solutions from the initial stage starting from customer acquisition, for targeting the ideal buyer persona of the business by establishing presence in all the online marketing channels and to attract the ideal customers. Help to generate leads and helped in converting qualified leads. Outcomes 1. Retargeting led to 26% increase in conversion rates 2. Better insight into the consumer base 3. 13% increase in brand awareness

  5. Other features to look for Data Lake A store for enterprise data used for tasks like reporting, analytics & machine learning Lead Nurturing Automatic Lead Assignment Analyze & Nurture quality leads to conversion. Bridge UTM campaigns and measure ROI Assign leads to right sales rep while their hot and ensure leads don't fall through the crack Contact Management Get real-time insights & social data of customers, connect with them across Get real-time insights & social data of customers, connect with them across channels channels Campaign Management Sales Fulfilment Create campaigns for the right target by tracking visitors and conversions. Opt-out & opt- In Streamline sales process- customize the app to drive process productivity, and consistency. Omni Channel Business Intelligence Connect Voice, Chat, SMS, Social Media, Webforms into a single unified platform Build reports without help from IT Knowledge Management Collaboration tools designed to share insights, documents, maps, etc., company- wide. Customer Segmentation Surveys Segment your contacts, improve engagement & retention with customized campaigns Escalation & Approval Management Pipeline Management Create templates and conduct surveys for all customers Understand and modify the pipeline effectively Flexible approvals processes for deal discounts, expenses, and more Granular user permissions Roles, Profiles, Teams- Assign roles, define permissions, control access to information Telephony - Make, receive, & record calls - Outbound & Inbound Reports and Dashboards Webforms Track team performance, modify charts, in one screen. Make decisions from anywhere using mobile reporting Helps you capture leads from your landing pages & website Live Chat Social Media SMS Integration Google Ads Chat helps connect with customers live in the website and on social media page via FB Messenger Social media integration to understand customer profile & generate leads Send auto SMSs & Campaign SMSs to customers, prospects Google Ads Integration Mobile App Email Chat Bot Connect your web application to the LMS Email Integration helps funnel multiple email IDs into a queue & connect the lead to the email. Conversational AI for smarter selling & servicing Advanced Lead Scoring Lead scoring using behavioral attributes of customers from third party APIs Auto Responders Meeting Scheduling Autoresponders for business- critical decision junctions Prepare for customer meetings while on the go Email Insights Notifications & Calendar Get Insights into Email Marketing performance, send, read, forward details & remarketing View all the tasks which are pending in Notifications & reminders can be set for tasks Sales Insight Get Insights into Sales performance

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