Empowering Loan Officers with High Impact Marketing Tools
- Loan officers struggled to navigate the three point solutions to complete daily marketing, sales and service-related activities.
- Corporate marketing lacked visibility into content usage, marketing spend and engagement.
- Customers had fragmented customer experiences.
- Loan officers can personalize and send marketing approved content (Salesforce Marketing Cloud emails, print and promo) without leaving their sales and service tools in Salesforce.
- Loan officers can add contacts to Salesforce Marketing Cloud journeys built by corporate marketing directly from Salesforce.
- Direct-mail efforts are targeted and personalized according to data, rather than a batch-and-blast approach.