August 6, 2013
Qualified Leads and Unique Customer Data Auto Sync into Leading CRM Solution
DALLAS, Texas – August 6, 2013 – Ignite Sales Inc., the leader in retail banking customer acquisition and retention technology, today announced a new service that automatically syncs qualified sales leads and valuable lead intelligence generated by Ignite’s Recommendation Guides into Salesforce.com. Sales teams quickly receive highly qualified leads with the information they need to open new accounts and put customers into the right products.
The Ignite Sales-Salesforce.com integration connects the processes and tasks that previously were managed in separate, disconnected platforms, giving sales management an effective way to manage and track the highly qualified leads generated by Ignite’s Recommendation Guides. From within Salesforce.com, sales and executive teams can view the detailed customer intelligence collected at the point-of-sale from the Recommendation Guides into their current targeted market. Executives can use Ignite’s Analytics Dashboard to:
- determine profitability based on customer eligibility by channel,
- manage sales performance in the branch, online, and within the customer service center,
- find out which products perform and which products do not.
Alternatively, the data can be imported into other analytics solutions for further analysis.
“Retail banking has never had to focus on a comprehensive sales process. However, now that the market has become increasingly competitive, banks need a lead generation tool like Ignite’s as well as a proven CRM system such as Salesforce.com to track those leads through the entire sales process,” said Mitchell Orlowsky, CEO at Ignite Sales.
Delivered as a service, Ignite’s Recommendation Guides and Eligibility Analytics platform matches banking products and services to customer needs and eligibility in real-time at the point-of-sale in all channels. The Eligibility Analytics is used to compare product recommendations and account openings and therefore track the gap between the two. The analytics are also used to conduct predictive analysis based on Eligibility data. Data is obtained using several unique and patented algorithms gathering input from the user, banking product thresholds, and specialized banking data based on over 3,000,000 data points on actual purchasing behavior of bank customers have been collected during a 10 year period.
About Ignite Sales
Ignite Sales Inc. is changing the way retail banks sell products and service their customers. Ignite’s services combines a recommendation platform with powerful analytics that matches products to customer eligibility in real-time at the point-of-sale. American National Bank of Texas (ANBTX), Comerica, Fifth Third Bank, Sovereign/Santander, and SunTrust are just a few of the retail banks that are using Ignite to increase customer acquisition, increase customer retention and optimize profitability. Ignite Sales is headquartered in Dallas, Texas.
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