Marketing and Sales
- Overview
- Product Design and Setup
- Marketing Campaigns
- Lead, prospect, and sales management
- Application Submission
Lead, prospect, and sales management
When dealing with attracting new customers, retail banks face a complex challenge. Simply conducting lead generation is not the only factor in acquiring new business. Processes such as demographic analysis, prospect qualification and opportunity tracking are very important activities. Without the right solutions in place to manage the mass of content these processes generate, institutions face added complexity. Important content can be improperly analyzed or even go unused altogether, leaving banks with gaps to fill in their overall activity management, redundant work product and disconnected processes. In short, without a clear content management strategy to support lead, prospect and sales management, the goal of maximizing customer acquisition initiatives is even harder to achieve.
How OpenText Helps…
As the Content Experts, OpenText understands the documents, reports, and other information that supports optimal lead, prospect and sales management. By giving you the software that your bank requires to productively manage the content assets that drive the overall process, your bank can focus on the objectives and not worry that an analysis has gone missing or an old version of a report based on stale data has crept into the works. ECM solutions from OpenText help streamline the collection, collaboration, storage and management of all content to eliminate the complexities of document assembly, global team collaboration, version control and document integrity. Additionally, OpenText solutions help optimize sales management activities, including allocation and product training. By providing rich collaborative content management workspaces, you can ensure that all stakeholders – from tellers and other branch staff to the call center – are sending the same message based on the same information to your prospective customers.
| Business Challenge | Customer Case Study and Solution |
|---|---|
| How do you deliver a seamless user experience across systems? | European Investment Bank |
| How do you project a unified brand across multiple sites? | People's United Bank |
