fbpx
Banner

Value Transfer Mechanisms

by John McGee 15 Jan 2019

Why does a customer consider your brand? What sells a product? What “value channel” causes a customer to choose your brand over a competitor?

Every time a customer interacts with your company, they either become a little more or a little less engaged, but they never stay the same. Increasing customer engagement motivates customers to buy more, spend more, stay more and come back more.

So when you are creating your content journey around your client’s, make sure each interaction is relevant to the person you are communicating to. A PowerPoint, email, flyer, whitepaper or product flyer are all items that touch a customer and can transfer value to them. If you can improve these and other touch points through more relevant content, better timing or delivery, you will improve your conversion ratios. It does not takes a lot of improvement to make a big difference to the bottom line. Even a 1-2% inprovement at each interaction point of the process can add up to more closed clients per month.

To accomplish this, your marketing department needs to work closely with sales to break down the sales and marketing process into measureable steps where improving communications will make an agreed upon difference. Sales is always looking for better leads and opportubnities, this is a chance for Marketing to truly partner with sales to become a greater contributer to the revenue generation process.

To make this happen, an organization needs a way to monitor and nurture prospects and clients throughout the sales cycle. This traditionally meant you needed to build a CRM platform, purchase and email marketing system, bolt on a marketing automation service and possibly a lead management solution. This can get very complicated and systems do not awalys talk to each other in the best way. That’s why Optifinow, combined many of the needs of these systems into one integrated platform, so marketing and sales could focus on moving the revenue needle rather than becoming bogged down by overly complex IT ititiatives.

Leave a Comment:

We respect your privacy and will not publish your personal details.

Recent Blogs

  • Meet Us at the 2021 MBA Convention & Expo

    Come see us in sunny San Diego at the 2021 Mortgage Bankers Association (MBA) Annual Convention and Expo Oct. 17-20. Every MBA member knows this is the industry event of…

  • Why Oaktree Funding Chose OptifiNow

    To continue Oaktree Funding’s motto of “the relentless pursuit of perfection,” they upgraded to OptifiNow to get one step closer. As a wholesale mortgage lender with Non-QM and conforming loan…

  • Wholesale Mortgage Lenders Need a “Whole-istic” CRM

    As a wholesale mortgage lender, you need a CRM custom-tailored to the B2B industry that’s equipped with the functionality to meet your specific needs –– especially now that an increasing…

  • Conference Season is Here, Folks! Join Us at the WSMC!

    It’s been a long time since we gathered in person, which makes getting together at the 2021 Western Secondary Market Conference on August 24th even more exciting! Organized by the…

  • Discover the Possibilities of Innovative Marketing

      We’ve all heard the phrase, “communication is key,” but what does that mean for mortgage lenders? What are the most effective ways to reach your audience? What’s the game…

View All

Ready to exceed your sales targets?

OptifiNow is a powerful all-in-one platform that helps enterprise teams easily handle the entire sales cycle – for results you can measure on your bottom line.