Perficient
DECEMBER 7, 2020
Create marketing automation based on where a broker/employer is in their sales cycle to keep them moving on their journey. Involve stakeholders in demos of the solution you are building to instill confidence and collaboration. Replace paper-based processes for submitting tax forms, providing payment, and signature.
William Mills
MAY 11, 2017
Everything referenced above can be accomplished through marketing automation software to stay top of mind for each and every prospect. Once you have new visitors to your site, place call to action (CTA) buttons on every page to get them to click through to a white paper, webinar, demo, free trial, etc. Step 1: Attract.
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William Mills
AUGUST 23, 2018
These goals should go beyond just general ones, like increasing revenue, and instead focus on more specific goals like number of email opens and/or an increase in demo requests. Or is your intent to maintain contact with leads who are not yet ready to buy? But how do you know when they’re ready?
William Mills
JANUARY 18, 2018
This is where utilizing marketing automation software can make the biggest impact on your lead generation program. Marketing automation software is a powerful tool for gathering leads and nurturing them through the sales funnel. Marketers that calculate ROI are 1.6 times more likely to receive higher budgets.
Fintech Labs Insights
AUGUST 11, 2016
A look at the companies demoing live to 1,500+ fintech professional on September 8 & 9, 2016. She later joined EverString Technology as an early employee, leveraging predictive analytics for marketing automation. Register today. Enabling private companies to fundraise in China. Han Lai, Product Lead.
Fintech Labs Insights
AUGUST 9, 2016
CUneXus , creator of sales and marketing automation solutions for lenders, quietly closed a $5 million funding round late last week. Prior to that the company demoed features of its Comprehensive Prescreened Lending (CPL) engine, cplXpress, at FinovateSpring 2014 and 2015.
Fintech Labs Insights
MARCH 16, 2017
In the demo, W.UP’s Tamás Braun, Head of International Sales and Business Development, explained how, with Sales.UP, banks, “don’t need to deal with the challenge of defining complex behavioral insights in [their] data.” At FinovateEurope in London last month, the company launched Sales.UP. ” Sales.UP
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