Sales & Marketing Solutions
Ticoon offers a broad range of sales & marketing programs from simple one-off marketing or advertising promotions to comprehensive, fully integration sales campaigns. Simple programs may be user defined and executed while comprehensive campaigns may require a unique configuration of pre-fabricated Ticoon building blocks accompanied with Ticoon professional services to build out any gaps in functionality, conduct systems integration or align with specific business processes.
Ticoon has a library of building blocks that can be leveraged for each program:
- Client Search
- Segmentation
- Dynamic Questionnaire Engine
- Forms & Document Templates
- Reporting
- Client Messaging
- Online Advertising
- Business Network
- Client Road Map
- Document Distribution
- Task & Activity Management
- Consumer Portal
- Systems Integration
The sales and marketing building blocks may be configured to create a solution that aligns with each firms business model and business processes.
The scenarios below are just a few of the solutions that may be configured using the Ticoon solution:
- Identify prospects for a new critical illness product and communicate a specific offer to those prospects
- Identify all clients with a mortgage maturing in the next 90 days and request an appointment to discuss their needs
- Communicate with all small business owners regarding a new tax service the firm is now offering
- Identify all clients with out-dated KYCs and send them an updated, completed KYC form for their approval
- Distribute the latest ‘hot technology stock research’ to all clients with more than $25,000 invested in technology stocks and ask them if they want to join a tech-stock newsletter list
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