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

About Client<br>A leading NBFC organization specializing in a series of services like insurance, home loans, investments etc. They have acquired clients around the globe with robust solutions that they provide. They are well known for the services that they offer which had a touch of customer engagement.<br><br>Problem statement<br>They realised that with the count of prospects they handled each day, they could not manage them and the system of work became disorderly. This led to a certain amount of decrease in the leads that used to come daily.<br>It became more of a hassle once their marketing campaigns showed a regress in the sales leads. And it was not possible for them to micro-manage the whole process because there were no specific resources just for that.<br><br>Read more; https://bit.ly/3kvA0L0

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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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