Social Customer Profiling & Lead Management , Re-Targeting Solution for Financial Institution

Step1- Make Aware 

Step2 – Make Lead and Refine Lead

Step3 – Nurture Leads to Convert Sales 

Financial Brands ( Bank, NBFI, MFS, Insurance ) engaging more customers through social and messaging media like Facebook, Messenger & WhatsApp, and promotes services ( Loan, deposit, Credit Card, Insurance, FDR, DPS ) with content and features. Usually, the response customer group belongs to the internet able a highly aware target group, and this TG’s conversion rate is pretty better.

We will share some use cases ( as permissible under NDA ) during the workshop session.

CommEngine makes easy handling each communication ( comment, reply, inbox & feed ) as Lead (sales/support/query); handle step by step and meantime group each customer and communication type-wise ( like CREDIT_CARD; DPS; SALES; QUERY; INTERESTED ) and profile each customer including contact information.

This is not traditional query management – with CommEngine your agent can follow a customer till the last mile

Based on custumer profile already made, CommEngine integrated LMS ( Lead Management Solution ) helps your sales agent to nurture, communicate and update on customer leads until sales or support ( in this case a CREDIT CARD / LOAN / DPS subscription ) will be closed. You can measure generated Leads and closed Leads in many ways. And all solutions seamless and integrated, a pre-sales CRM in your workforce hand.

Step4 -Customer Profiling & Re-targeting:

Step5- Data-Driven Decisions & Analytics

And Finally ; Return Of Investment

For Managers and Decision Makers, CommEngine makes life easy. From a single live dashboard, you can design and watch what’s going on in pre-sales social media customer Leads. Like, You can check the number of Interested customers in Credit Card purchases Vs the Number of successful closures in the last month, or the total unique number of customers served in the last YY days, and so on.

CommEngine also makes the last 60 days of communication history including type, customer, and other information from when you can check any communication instantly, plus can generate much useful BI ( business intelligence ), and lots more.

For Managers and Decision Makers, CommEngine makes life easy. From a single live dashboard, you can design and watch what’s going on in pre-sales social media customer Leads. Like, You can check the number of Interested customers in Credit Card purchases Vs the Number of successful closures in the last month, or the total unique number of customers served in the last YY days, and so on.

CommEngine also makes the last 60 days of communication history including type, customer, and other information from when you can check any communication instantly, plus can generate much useful BI ( business intelligence ), and lots more.

We offer CommEngine as SaaS ( solution as a service ) – hence no extravagant upfront expenditure involved and monthly it’s exactly pay as you go (PAYG ) – based on the number of channels, agents, retargeting, and lead management. Simply, when our client’s business grows – we grow.  We attached a B2B transparent pricing model, it’s SaaS universal for all brands we’re serving. Kindly estimate as per inside guidelines- answer yellow cells and get estimates in green cells.

From our industry experiences, we got two fold cost-benefit: first – average handling time ( query, leads and retarget ) per agent saves around 15-25% ( industry-dependent ); and next with an inhouse or agency is driven QMS team plus sales customer care plus supervision team; which usually no more than twelve ( 12 ); around 3000+ lead can generate and even 20% successful conversion will become a pleasure.