Recommended platform setup to help convert leads into customers

Below is our recommended configuration for Financial Services companies who want to use Medallia Concierge to turn leads into customers by using Zings to capture lead information, quickly answering FAQs by creating templates and building a couple key segments to help target your communication.

KEY INTERACTIONS to think about:

• Welcome - first customer interaction

• Assessing financial needs

• Loan application - how and where to apply

• 1 Day follow-up

• 1 week after first email sent

• Thank you

TEMPLATES to create to quickly send standardized communication to leads:

• Waiting for final decision (credit is being evaluated)

• Location hours

• Directions to office

• Asking for specific information - monthly income and loan amount

• Loan Approval/Decline

• Links to helpful information

• Thank you

SEGMENTS to setup to help target your communication to the right contacts:

• Appointment date (to send reminders)

• Last follow-up date

ZINGS to create to help automate your communication and processes:

• Registration Zing to collect key information (last 4 of social, etc)

• Keyword Zing with Loan to let them know how to apply

• Lead Follow-up Zing

TAGS that can be temporarily applied to individual contacts:

• Approved

• In-process/pending approval

• Denied

Want to see a step by step walkthrough of this and other Financial Services use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.