PULL UP A CHAIR

WE BELIEVE IN OUR MARKETING CRM

WOULD YOU LIKE TO...

  • Send the right message to the right person at the right time?
  • Deliver a great email experience that actually engages your customers?
  • Integrate with your existing systems and automate messages to 100% of your leads?
  • Have real-time tracking and analysis of your marketing campaign performance?

With SoftVu’s Marketing CRM you can merge all of your marketing tools into one easy-to-use platform. Too good to be true? We can help you create your own path to drive business growth using the following four tools.

Campaign
Strategy

SEND THE RIGHT MESSAGE TO THE RIGHT PERSON AT THE RIGHT TIME

You may ask,“Why do I need a campaign strategy??”

The answer is simple: So you can send the right message to the right person at the right time. Fact is, we want to help you reach your goals.

Make sure that you are telling your full goals and what you are really trying to accomplish. A lot of times you don’t know what solutions are available until you really talk to them.

SoftVu Client

Side by side, we will work together to develop a campaign strategy that:

  • Syncs touchpoints with your existing sales process
  • Nurtures your new and aged leads
  • Defines the automated life cycle of your marketing messages
  • Increases staff productivity by eliminating unnecessary obstacles

Creative

DELIVER A GREAT EXPERIENCE

With over 15 years of experience, we have proven that a marketing message can either accelerate or inhibit sales growth. We are dedicated to delivering a great consumer experience to both you and your customers. 

If you have some extra time on your hands, than feel free to DIY. But if your creative juices aren’t flowing, turn to our team of Creative Wizards to help get the job done.

If you can envision it...they can do it.

SoftVu Client

Whether you have branding guidelines or not, our team will design personalized, customized, and responsive assets to engage leads and drive results. 

SEE THE MAGIC HAPPEN, HERE!

Here’s what our Wizards have to offer:

  • Best Design Practices
  • Email Templates
  • Landing Pages
  • Video & Audio Production
  • Ecard Animations
  • Surveys/Forms

Marketing Automation

SIMPLIFY COMPLEX SALES CYCLES

We make your complex sales cycle simpler by not only sending the right message to the right person at the right time but automating the entire process. That’s right – it’s completely hands-free!

It’s not about changing your process, it’s about collaboration and leveraging your existing investments.

SoftVu is at the center of it all, at our hub…Everything that SoftVu touches really impacts everything we do.

SoftVu Client

Our Marketing CRM will help streamline your process by providing: 

  • Seamless integration and communication between SoftVu’s Marketing CRM and your existing system
  • Automated marketing messages to 100% of leads
  • Data appends of conditional attributes to existing leads
  • The ability to import, manage, and archive contact records

Analytics

DRIVE BUSINESS GROWTH

While we are constantly working behind the scenes on next generation solutions, we are also tracking and analyzing your existing marketing messages to help drive business growth.

Having partners you can trust to come up with the next big thing to make sure we are ahead of the game.

SoftVu Client

We know technology and processes are constantly changing so let us take on the responsibility to adapt and stay ahead of the curve.

In order to produce user-friendly reports, trending charts and improvements to your marketing messages, we provide tracking on these real-time events: 

  • Campaign performance
  • Lead engagement
  • Delivery stats
  • Open and click-through rates
  • Lead source performance
  • Survey responses
  • AB Test Results

SIT BACK & RELAX

LET OUR CLIENTS DO THE TALKING FOR US

Dan Stevens, VP of Mortgage Finance & Business Strategy

NBKC Bank
SoftVu Client for more than 10 Years

Todd GeimanSenior Vice President

HomeDirect Mortgage
SoftVu Client for 10 Years

Michael Zerr, Internet Marketing & Sales Manager

BNC National Bank
SoftVu Client for 2 Years