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Strategy

MARKETING AUTOMATION

Marketing plan & Marketing budget

After evaluating all your needs and objectives, we will sit down with you and look at all the marketing initiatives you should focus on short to long term based on your budget and expected sales. We will then help you create a marketing activities calendar and plan efficient digital marketing campaigns that will respect your budget, and let you easily track your ROI

Analyze, review and optimization of online customer journey

With the right tools, we can help you track your customer’s journey to enhance every opportunity you have to engage with your potential clients. We will help you identify your sales cycle and help you promote the right content, to the right people, at the right time.

Reporting

To make sure you are on track to obtaining your objectives, and that you obtain the best ROI possible, it is necessary to have a strong understanding of all your marketing campaigns and lead acquisition initiatives. This is where we come into play. We will build relevant reports to help you understand your marketing performances.

The reports, tailored to your reality, will help you understand and evaluate the following points:

Lead & Contact scoring

Once you have plenty of leads coming in your funnel, you will need to better focus your efforts to make sure you do not miss out on any opportunities, or waste time and resources on leads that aren’t ready to use your services. Solutions Metrix will help you qualify your leads through a lead scoring system, by giving points to your leads based on their behaviour. The system will be built based on the typical habits of the leads that became clients. For example, if your sales team has had the most success when contacting leads that previously downloaded an eBook, visited a few of your website pages and have opened the last 2 emails you sent out, they will be rewarded with points for all these activities, and their assigned sales rep will get a ‘’hot lead’’ alert.

LOOKING FOR A TAILORED CRM SOLUTION?

Are you in need of upgrading your current CRM software or migrating to a new one? Look no further than Solutions Metrix. Our team of CRM experts have over a decade of experience in providing platform-agnostic CRM solutions to top banks and financial institutions throughout the United States and Canada.