Future Roadmap for EB and RS
Future Roadmap for
EB and RS
Plan and Execute Marketing Campaigns for Producer and Customer
Google search, Email, online ads, social, partner, content, events, trade shows, PR
Create new leads
All of these require processes and engagment
Auto assignment rules
Auto response emails ie. "thank you"
Work Leads into defined Sales Process defined by BL
Begin marketing journeys for future business opps
6 more items...
On boarding is kicked off
1 more item...
Collaboration with inside teams on proposal creation
Create business processes around presentations that utilizes the engagement layer, single point of entry, efficiency, and collaborative
Collaboration with teams on Presentation creation
Monitor and Manage Opps with stages
Keep track with reports and dashboards of top deals and prioritize time
What open opportunities do I have?
Qualify opps by creating a defined set of qualifying questions to help rank opps and assign internal resources
Internal teams work collaboratively with outside teams
Implement Sales processes with functionality, leveraging automation , workflows, triggers, etc.
What is my "to do" list for the day?
What proposals need follow up?
How many producer leads do I have in the pipeline?
For Sales Leaders:
Event management (ROI) tied to production
What should we include in our next event?
Did production increase for attendees?
who attended and how much did we spend?
Retention activities that are tied to the customers experience - Procactive
Solid System Foundation
Center of Excellence: Design, document and Roadmap
Vision Map: Tied to Enterprise Strategy
Research company and products
Leads for recruitment from web
Common Education Philosophy
Customer Portal ( Plan sponsor and participant)
Customer Portal for Plan Sponsors and Participants
Access to marketing materials for my Plan
Onboarding, what do I still need to do? where am I in the process?
Performance tracking (Plan, # Participants and deferral rates - value statement)
Status of my requests
Other product access, calculators etc
where's my commission check?
I have a question (live agent linked to internal desk and RMs
How much business do I have with OA, what is the status and performance of all my plans
what's going on with my plans, service calls, enrollment etc
What training can I sign up for?
Kick off an opportunity, bring business - gets into PRM sales cycle with one click
Access to pricing module
Marketing programs to Plan Prospects