The Tennessee-based community bank has 28 branch offices and offers customized personal and business banking services. The bank was managing and tracking leads manually, resulting in inefficient, time-consuming processes and opportunity leakage.

Roadblocks Faced by the Bank

  • Manual tracking and management of leads
  • No database to reference and identify returning prospects
  • Opportunity leakage
  • Time-consuming manual entry of information into the loan origination system

Streamlined Lead Management with Newgen

Newgen’s sales force automation framework provided their loan officers with a complete view of open leads and opportunities. They were able to identify duplicate and neglected leads, and detect any missing information or documents, before moving on to the next opportunity. The bank also gained access to real-time alerts, notifications, a calendar view of appointments and reminders, and updates across various branches. Comprehensive dashboards, used to track and manage the sales pipeline, open and neglected leads, and other activities, provided better visibility to their loan officers and top management.

Key highlights:

  • Multi-channel lead capture
  • Bulk upload of leads
  • Lead scoring and prioritization
  • Automated lead assignment based on zip code mapping
  • Ability to highlight neglected leads and opportunities
  • Simplified view of customers for information-backed sales efforts
  • Role-based dashboards

To know more, download the complete case study and learn how the customer achieved:

  • Reduction in opportunity leakage
  • Efficient, rule-based lead assignment
  • Real-time visibility of leads and opportunities for quick decision making
icon-angle icon-bars icon-times