Signon Leadz helped a leading NBFC in India address low online and offline conversion rates by implementing a customer segmentation and retargeting solution. The solution segmented customers to personalize marketing communications for each group. It also used Facebook pixel retargeting to target website visitors, which led to a 26% increase in conversions and better customer insights. Within 6 months of deployment, the NBFC saw improvements in brand awareness, conversions, and understanding of its consumer base.
2. Signon.ai is an Indian cloud-based software & AI company headquartered in
Bengaluru, India. Founded in 2015 by stalwarts in the IT & Services industry, it provides
Artificial Intelligence, Application Development, Digital Marketing, Analytics and also
sells a complementary suite of enterprise applications focused on Customer
Relationship Management CRM, marketing intelligence, & Membership
management.
About SignOn.ai
One of the best NBFCs in India with around hundreds of branches in the
country. Also they have a customer base of thousands which makes it one
of the best NBFCs. It has shown rapid growth in the market in the past
years which makes it one of the best in the country. It specializes in offering
infrastructure management, wealth management, home loans,
commercial finance and consumer loans and much more.
About Client
Low conversions online & this was impacting the offline conversions as well.
Customers were not identified and mapped to the correct product portfolios.
Reduced conversion rates was the headache of this NBFC client, they couldn’t
streamline the targeting process, they failed in segmenting the customers and
providing customized marketing solutions for users. The generic marketing
efforts ended up in bad conversion metrics both online and offline.
Problem Statement
3. Mapped the entire workflow , Implemented solution with SignOn Leadz :
Segmenting the customers helped in personalizing marketing and communication
for each segment.
SignOn targeted the website based visitors using facebook pixel. Used the list based
retargeting method. This increased awareness of the brand and also increased
conversions.
Increased accuracy of website visitors to re-engage with the brand by reminding
them of the services offered. This also aids in offering the right information of
services/products.
Solution
11
22
33
1 Month
Study
1 Month
Transition
Time to Go Live
5 Months
Deployment
6 Months from
Contract
Configuration And Deployment Timeline
4. 1. Retargeting led to 26% increase in conversion rates
2. Better insight into the consumer base
3. 13% increase in brand awareness
Outcomes
A complete member management tool to scale your business to heights.
SignOn AI has a team of expert marketers who understands your prospects,
scaling 24/7 to build your brand and grow your sales. SignOn applies the power
of data along with some very intelligent functions to remodel your lead and
marketing funnel. SignOn Leadz helps you to complete your sales processes,
view the detailed contact and company records, and view communication
history in one place so you can manage leads without the hassle
Provided digital marketing solutions from the initial stage
starting from customer acquisition, for targeting the ideal
buyer persona of the business by establishing presence in
all the online marketing channels and to attract the ideal
customers. Help to generate leads and helped in
converting qualified leads.
Tools Used
Feature Used
Signon Leadz
Digital Marketing
5. Data Lake
Contact Management
Lead Nurturing
Automatic Lead Assignment
Campaign ManagementSales Fulfilment
Escalation & Approval
Management
Customer Segmentation
Granular user permissions
Surveys
Reports and Dashboards
Social Media SMS Integration
Live Chat
Webforms
EmailMobile App
Chat Bot
Google Ads
Meeting Scheduling
Notifications & Calendar
Auto Responders
Advanced Lead Scoring
Sales Insight
Email Insights
Telephony - Make, receive, &
record calls - Outbound &
Inbound
Knowledge Management
Omni Channel
Business Intelligence
Pipeline Management
A store for enterprise data
used for tasks like reporting,
analytics & machine learning
Get real-time insights & social data of
customers, connect with them across
channels
Get real-time insights & social data of
customers, connect with them across
channels
Analyze & Nurture quality leads to
conversion. Bridge UTM campaigns and
measure ROI
Assign leads to right sales rep while their
hot and ensure leads don't fall through the
crack
Create campaigns for the right target by
tracking visitors and conversions. Opt-out &
opt- In
Streamline sales process- customize the
app to drive process productivity, and
consistency.
Flexible approvals processes for deal
discounts, expenses, and more
Segment your contacts, improve
engagement & retention with
customized campaigns
Roles, Profiles, Teams- Assign roles,
define permissions, control access to
information
Create templates and
conduct surveys for all
customers
Track team performance, modify charts, in
one screen. Make decisions from anywhere
using mobile reporting
Social media integration to
understand customer profile &
generate leads
Send auto SMSs & Campaign
SMSs to customers, prospects
Chat helps connect with
customers live in the website
and on social media page via
FB Messenger
Helps you capture leads from
your landing pages & website
Email Integration helps funnel
multiple email IDs into a queue &
connect the lead to the email.
Connect your web
application to the LMS
Conversational AI for
smarter selling & servicing
Google Ads Integration
Prepare for customer
meetings while on the go
View all the tasks which are
pending in Notifications &
reminders can be set for tasks
Autoresponders for business-
critical decision junctions
Lead scoring using behavioral
attributes of customers from third
party APIs
Get Insights into Sales
performance
Get Insights into Email
Marketing performance, send,
read, forward details &
remarketing
Collaboration tools designed to share
insights, documents, maps, etc., company-
wide.
Connect Voice, Chat, SMS, Social Media,
Webforms into a single unified platform
Build reports without help from IT
Understand and modify the pipeline
effectively
Other features to look for
