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Lead Generation &
Campaign Management
Never miss an opportunity to follow up systematically with responders to your marketing efforts.
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Execute tactical marketing at a branch, department, or enterprise-level while supporting and measuring strategic goals.
Predictive analytics improve response rates up to five times higher. COATM makes it easy to capture and distribute responses for timely follow up. It even links responses to specific sales. Business units can conduct their own campaigns using internal data or prospect lists, and results become part of the “big picture” to protect against offer fatigue. Every step is tracked to an individual sale, documenting value and effectiveness.
Lead and Campaign Management with COATM Lets You:
- Improve sales
- Measure the ROI of your campaigns and promotional activities
- Import and distribute sales leads on a daily basis via a prioritized list
- Provide users with scripts that are specific to the situation
- Respond quickly and appropriately to triggers such as unusual fluctuation of account balances, a new mortgage, overdrafts, maturing CD's, etc.
- Change lead assignments based on a user's skill level, previous or existing relationship with a customer, product knowledge, etc.
- Track and log all activities, by user and by customer
- View pre-defined reports and other activity details
Discuss your campaign management capabilities with ASA today or learn more about COATM with these resources.
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