Why limit automation and optimization to just outbound Marketing? True synergy happens when everyone works together all of the time. With COA there are no more excuses why valuable opportunities inevitably slip away.
Look at your business through your customer's eyes. They see a single entity, not LOBs or separate departments. You need a similar holistic view of them. One that's not limited to singular functions like Sales, Marketing, Underwriting or Service.
COA is that complete, seamless view. It ties marketing to sales, sales to service, and so on. With COA everyone/team member and every effort are aligned and accountable.
COA establishes a dynamic customer profile. And that profile is easily configured to fit your culture and organizational needs.
By design, COA systematically identifies and presents new customer opportunities in priority order based on whatever matters to you, including valuation, context, time-sensitivity, and each staff member's skill level to properly handle opportunities.
Using predictive models and business rules, COA uncovers customer insights and seamlessly delivers next-best-actions across the organization. It also records the actions taken and dynamically resets for the next engagement. The result? A data-driven opportunity stream that eliminates operational and informational gaps.
COA cultivates genuine collaboration and accountability across the organization. Opportunities are assigned and adeptly guided to completion. COA accommodates scripts, product information, documents, links etc. to successfully manage each opportunity. As opportunities are worked every interaction is tracked.
For organizations that already have systems for customer contact, sales, service etc., COA becomes the conduit for integration and augments overall system value. And if such systems are being considered for purchase, an overhaul or upgrade, COA can be a ready-made alternative that immediately serves as the system of record for customer interaction and updates.
If you want "focus" and "teamwork" to become operational realities and not just poster slogans on the break-room wall, you want COA.
Put the spotlight where it should be, on customers, the customer experience and what should happen next.
Advantages
Guide the Customer Experience regardless of channel
Foster collaboration within and among departments and LOBs
Increase employee productivity especially among customer-facing roles
Streamline customer communication and cater to their preferences
Eliminate the expense and hassle of maintaining multiple systems
Track and monitor all activity from the moment an opportunity emerges to completion, including how it originated, its value, any reassignments or changes to priority and more
Improve customer satisfaction, loyalty and ultimately, retention
Have it all—enjoy Marketing Automation, Pipeline Management, CRM and more—everyone working together to drive sales, increase market share, and systematically achieve your goals
How It Works
Data is systematically mined
Rules & analytics determine value & priority
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Everyone knows what needs focus & why
Mix and Match Modules
Onboarding
CRM
Referrals
Leads
Cross-Selling
Retention
Service
Onboarding
First impressions count. How well you handle new customers directly impacts if they stay long enough to be profitable. Hint—it requires more than saying "Welcome!" but is almost as easy. Curated Onboarding processes work for you and your customers.
CRM
You can't manage what you can't see, and you can't address what you not aware of. Proactively grow relationships using current, relevant customer views. Think CRM on steroids as COA strengthens and streamlines your ability to manage relationships.
Referrals
Referrals are sales gold and deserve special care. COA ensures every nugget gets properly assigned, managed and tracked to completion, automatically. Anything less is unacceptable (and unwise).
Leads
Leads. Prospects. Funnels. Pipeline. Terminology doesn't matter–the process does. Systematically generate, manage and account for every opportunity worth pursuing. It can even be prioritized based on criteria that's important to you and your goals.
Cross-selling
Flavor-of-the-month is not cross-selling, at least not in a data-driven world. Double, triple, or even quadruple cross-sell rates by automatically applying predictive analytics, prioritizing next best actions and providing expert guidance.
Retention
Attrition is predictable. Very predictable actually, which means it is also preventable. Automatically identify at-risk customers and proactively reach out to them before it's too late. COA can zero in on the problem and the cure.
Service
Customer issues can be a perfect segue to new sales. Instantly crack the code and allow service reps to proceed with confidence. You know what they say about "when life hands you lemons."
Onboarding - First impressions count. How well you handle new customers directly impacts if they stay long enough to be profitable. Hint—it requires more than saying "Welcome!" but is almost as easy. Curated Onboading processes work for you and your customers.
CRM - You can't manage what you can't see, and you can't address what you not aware of. Proactively grow relationships using current, relevant customer views. Think CRM on steroids as COA strengthens and streamlines your ability to manage relationships.
Referrals - Referrals are sales gold and deserve special care. COA ensures every nugget gets properly assigned, managed and tracked to completion, automatically. Anything less is unacceptable (and unwise).
Leads - Leads. Prospects. Funnels. Pipeline. Terminology doesn't matter–the process does. Systematically generate, manage and account for every opportunity worth pursuing. It can even be prioritized based on criteria that's important to you and your goals.
Cross-Selling - Flavor-of-the-month is not cross-selling, at least not in a data-driven world. Double, triple, or even quadruple cross-sell rates by automatically applying predictive analytics, prioritizing next best actions and providing expert guidance.
Retention - Attrition is predictable. Very predictable actually, which means it is also preventable. Automatically identify at-risk customers and proactively reach out to them before it's too late. COA can zero in on the problem and the cure.
Service - Customer issues can be a perfect segue to new sales. Instantly crack the code and allow service reps to proceed with confidence. You know what they say about "when life hands you lemons."
