只需 4 个步骤即可设置您的银行营销后续流程

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营销一直是银行的主要活动之因为它们总是推出新产品和服务。从促销银行账户到特殊住房抵押贷款服务，银行永远不会用完产品，因此他们需要做大量的营销任务来获取新客户或向现有客户追加销售产品/服务。 现在，银行不能向任何人提供服务，除非产品/服务是基本的。例如，任何人都可以在银行开设账户。然而，并不是每个人都能获得第二张信用卡或为他们的第一套房子获得 50 万美元的抵押贷款。对于这些类型的服务，客户需要首先满足银行规定的资格标准。 例如，许多银行只能提供最多五倍于您收入的住房贷款。如果某人年收入为 美元，他们可以获得的最高住房贷款为 美元。根据产品和产品相关政策的复杂性，此资格标准可能有所不同。


因此营销这些产品并不是一个容易的过程。如果您的营销团队手动进行营销，那么整个过程就会变得很麻烦。为什么因为手动银行营销跟进流程涉及大量手动、重复、无聊的任务，这不仅占用了您团队的大量时间，而且还让您的员工忙于重复性任务  芬兰 WhatsApp 号码列表 然而您可以轻松地使您的银行营销后续流程更快、更高效、更省时。您所需要做的就是使该过程自动化！ “你说得好像很容易，是吧？” 当然！我们承认，从鸟瞰角度来看自动化银行营销后续流程的概念似乎是个复杂的失败但如果您遵循正确的步骤很容易。可以这样想：该过程分为多个步骤每步都因前一步的完成而得到推动。正如我们之前提到的，每个步骤以及两个步骤之间都涉及任务。这些任务并不难完成。它们大多是重复且直接的（例如复制/粘贴、替换单词、将数据从一点移动到另一点。



当我们说“自动化流程”时，我们的意思是“自动化这些任务”。因此，当这些任务由自动化系统完成时，您的团队不需要花费大量时间，因为几乎所有手动工作都被消除了。 我们举个例子吧！ 假设 ABC 银行的营销团队需要从数字营销活动中收集线索。他们创建一个包含所有必需信息的登陆页面，并要求客户在感兴趣时向他们发送电子邮件或致电。访客发现该产品很有趣并向银行发送电子邮件。工作人员将收到电子邮件，将所有详细信息复制并粘贴到电子表格或 CRM 系统中，然后通过电子邮件与他们联系。 坚持，稍等！电子邮件后续流程需要创建电子邮件、复制和粘贴地址、复制和粘贴潜在客户的个人详细信息以帮助个性化电子邮件然后发送。

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