Create a landing page with a form to capture leads.
Send a thank you message after they sign up.
Notify team members about new lead sign-ups.
Follow-up with leads about their eligibility status.
A manual bank marketing follow-up process consists of repetitive tasks at all stages. Using an automated bank marketing follow-up solution lets your sales and marketing teams reduce repetitive tasks, which saves time and resources. In addition, streamlining the bank marketing follow-up process increases collaboration across sales and marketing team members, which in turn increases the conversion rate.
With a customized landing page and visually stunning digital form, you can easily capture thousands of visitors’ information who are visiting your social media advertising content. No matter how big your potential customer base is, you can boost you lead capturing process by using our highly scalable marketing follow up solution.
With nearly every manual task eliminated from lead capturing, storing, and sending initial response process (thank you message), your team will have more time to allocate for eligibility assessment process. Also, you can automatically follow-up with clients with super-personalized messages.With all leads’ information being organized and managed in our powerful CRM, your team can easily perform eligibility assessment in bulk.
SimplyCast built this solution from scratch with in-house technology, which means the solution can be customized to fit any business’s particular requirements. Depending on your business type, your operation style, and your sales and marketing process, SimplyCast can customize this bank marketing follow-up solution for you!
Capture leads at scale
Organize all lead information
Notify team members
Assess eligibility
Follow-up regarding eligibility
From capturing high volume leads via digital form to following-up with potential clients via super-personalized messages, automate the entire bank marketing follow-up process with SimplyCast’s automated solution.
- Easily create a customized landing page with your brand identity
- Easily embed a lead-capturing digital form
- Store and organize all captured leads in a powerful, dynamic CRM
- Automatically notify a team member when someone signs up
- Determine eligibility using information in the CRM
- Automatically send follow-up messages regarding eligibility
The whole process is automated and supported by SimplyCast’s cloud-based engagement tools so no additional integration or development is required. The platform is super easy to operate; anyone can use the bank marketing follow-up solution without writing a single line of code.
