Solution4 - The Financial Services Engine

Marketing & Reports

The marketing stage is a critical part of your sales cycle. Once you’ve completed the pipeline stage, it’s important you maintain the relationship with your client to ensure they do business with you again.

That may be a for a new mortgage, when they decide to move home or purchase a second property, or it could be to address their other needs such as a car loan, or life insurance. SENRO will help you keep those relationships alive, by using the marketing tools.

Advanced searches will help you analyze your database to contact the right people at the right time. You can generate targeted marketing campaigns in printed letter, email or SMS.

You can also invite your clients to events, such as seminars or Christmas drinks. Or send them a special promotion that your business is offering.

Any emails sent through SENRO are tracked, which means you can see who has and hasn’t received your communication. You can gauge your client’s level of interest by tracking who opened the email, and what website links they clicked on.

SENRO’s marketing tools will help you keep the sales cycle alive, and help you bring existing clients back to ‘Enquiry Stage’.

Click here to view the Marketing Stage Online Demos.

• Training
• Sales Process and Product Sourcing