An NBFCs way to customer engagement using SignOn Leadz

1. CASE STUDY AN NBFCS WAY TO CUSTOMER ENGAGEMENT USING SIGNON LEADZ

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 The client was a start-up institute where they wanted the brand to increase the impact of its communication endeavours and at the same time, it wanted to increase brand traction by sending key messages to the target segments in a more customised manner. They wanted to reach their customers on a one on one basis and act like their advisor who was available 24*7. Problem Statement The client was witnessing customer engagement problems on their website, they couldn’t capture the visitor’s attention thereby increasing their bounce rate and which could affect their online presence and their business. They were lacking personalized touchpoints focused on relationship building with their customers. SignOn had to keep in mind the customer experience across all the platforms used by financial services. SignOn had to be on the same page with the client to understand their drawbacks and tailor a solution that could fulfil all their customer relations predicaments. Our aim here was customer satisfaction for both our client and their customers. Generating high levels of awareness for its products in the market is another aspect we looked at.

3. Solution To overcome this situation we have to find a unique solution that can be applied to all scenarios, and we developed a strategy that focuses on increasing the engagement customers have with the brand by delivering personalized messages across preferred channels with, and we 1 1 Stitched the customer journey of a single customer to use data to understand what was being broken. Custom made intuitive workflows that could manage customer interactions by understanding engagement opportunities in the customer journey. Applied the right targeting model for online customers via the visitor tracking tool & applied the right product for the target group. 2 2 3 3 We were able to give our client the efficiency and smoothness that the client required to run their work. We made sure that they could customise their reach to all prospects and customers. Also, it leveraged This was all done on one Customer relationship Management tool of SignOn. Where customer enquiries and grievances were also handled. Configuration And Deployment Timeline 1.5 Months from Contract 1 Month Deployment 15 Days Study 1.5 Months 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 Implementation Customer Engagement Improvement With the improved customer engagement tools, SignOn Leadz can help the visitors to keep engaged with the content they would like to see. This can achieve a high degree of customer awareness of the services and helps the attain the feedback using a survey. Outcomes As they had a customer- first approach, the clients used SignOn LMS to give them the services that were tailored to their issues. SignOn aided in implementing well-planned and cost-effective strategies that focused on offering comprehensive services to customers. The following were the results that adhered along the solutions: 1. Achieved a high degree of customer awareness of the financial services offered. Measured using a post-action feedback survey. 2. Improved re-purchase & Conversion rate for 60% of the target segment by 50%. 3. Better communication and engagement with customers resulting in better upsell 4. Improved TAT by over 40%, resulting in lower complaints & higher resolution rate by over 25% User engagement being an essential aspect determining the performance of a business, particularly something like finance. Using SignON

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