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DownloadGo Live

Technology and Marketing

Published on Nov 19, 2015

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PRESENTATION OUTLINE

1.

TECHNOLOGY IN MARKETING

CREATING PERPETUAL GROWTH
Photo by wbeem
2.

TOOLS THAT DRIVE GROWTH

CRM, HBM, AND MOBILE APP
Photo by c_ambler
3.

WHAT'S YOUR WISH?

WHERE SHOULD WE FOCUS OUR ATTENTION
Photo by Hammonton Photography
4.

IMPROVING LEAD CONVERSION

CRM EVERY STEP OF THE WAY
Photo by John Pastorello
5.

CRM IS A BROAD TOPIC

LOAN OFFICER OR ENTERPRISE
Photo by CeBIT Australia
6.

HBM UPDATE

IS THIS AN INVESTMENT WE WANT TO MAKE
Photo by Medioimages/Photodisc
7.

WHAT'S THE GOAL?

PULL THROUGH, PARNERSHIPS, AND RECRUITING
Photo by Alejandro Castro
8.

APPROACH

  • Create "stickiness" with pre-quals
  • Create "stickiness" for our partners
  • Market the database (ours & theirs)
  • Advertise to gain clients directly
Photo by abuakel
9.

HBM THOUGHTS AND IDEAS

  • Use CRM to drive workflows and activities
  • Create touch points online and off
  • Lead scoring (push when leads are hot)
  • Post close opt in follow-up for retention
  • Partner presentations
Photo by Creatas
10.

MOBILE APP UPDATE

DOING BUSINESS FROM THE PALM OF YOUR HANDS

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