Our final stage will include creating dynamic reports that enable your team to continue to optimize their efforts and prove the value of your digital efforts on bottom line revenue. These results can then be shared automatically with any members of the team or senior management on a daily, weekly, or monthly basis.
Our sales coach will conduct both group and individual trainings for your sales professionals to work through their individual challenges and ensure the team is up to speed on the HubSpot tool and all other tools and methodologies being implemented. This new Sales and Inbound Marketing Team will then meet regularly to ensure marketing success and new account and loan tracked conversions.
If you are frustrated with fragmented digital efforts that yield bleak results, work with us to create robust digital experiences that align your marketing and sales efforts and enable your institution to have a meaningful impact and achieve your goals!