Is your digital sales strategy working?

You want to ensure your are maximizing your opportunity to reach, engage and acquire new customers online online so here are some simple questions to ask yourself to know if your digital strategy is working: 

• Can customers get access to pricing/ costs on your website?
• Do customers have enough information to make a decision to apply to you based on their affordability and needs?
• Can customers apply quickly and seamlessly on mobile or desktop?
• Can your company on-boarding customers remotely including collection of documents? 
• Can your staff easily access new leads and prospects when in office or remote working?
• Can you see all of you prospects in the funnel and track your data including how your team is converting?
• Do you have transparency and control on your pricing across all your channels?

At this point you know the answer to your question. Any business looking to acquire customers online, onboard customers remotely and manage and collect data your sales funnel, teams and performance could benefit from a sales platform and this is at the heart of your digital sales and marketing strategy.

Digitalising sales isn't easy

There are a number of key challenges for many industries to acquire and on-board customers digitally: 

• Insurance: automated ratings, digital proposal forms, e-signatures, online payments, KYC document collection.
• Lending: automated pre-approval, digital application forms, e-signatures,  KYC document collection.
• Auto Sales: online listings, integrated finance offers, automated finance pre-approval and online applications.
• Account Opening: digital application forms, e-signatures,  KYC/ AML document collection.

These requirements and many more mean you will need a sales platform that integrates all of these processes quickly, affordably and easily. Finding the right platform that digitalises most of the processes and easily integrates with your legacy systems or third party apps is essential. Many sales CRM platforms offer these integrations but are highly expensive and requires consistent investments.

Digitalising sales for lenders, insurers and brokers can be difficult, complex and expensive as there many processes to manage, dynamic pricing decisions and extensive compliance and on-boarding requirements. At ApplyOn we've made is simple and cost effective.

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Choosing B2C or B2B platforms

When thinking of your next sales platform most people would immediately think of a CRM solution like Salesforce, the original CRM. But traditional CRM systems were specifically built to serve only B2B businesses—and you can tell.

B2B CRMs aim to help salespeople manage long,  complex sales cycles, multiple account contacts and they often pair with marketing tools to nurture leads across the course of a lengthy sales funnel. Yet despite this, many B2C marketers still try to force B2B CRMs to serve their very different business needs.

B2C sales, even for mortgages and insurance have much higher volumes of leads and more needs for lead generation and on-boarding solutions to be integrated. B2B platforms also often charge per lead or per agent making this expensive for B2C brands (see our article on the differences between B2C or B2B platforms here). Simply put, if you are selling to consumers and looking to capture and convert leads to sales then you will likely need a B2C platform like ApplyOn.

Choosing the right partner

I have a large watch collection, and classic watches are especially important to me. I had a silver Rolex, and I actually gave it to my little brother. He wears it every day. He's an actor, so whenever he goes to an audition, he can look down, see it, and it gives him confidence. It was a great thing to pass on.