Is your credit union connecting to enough of the right people - early enough in their journey and fast enough once they’ve shown interest - to influence their decisions? SimplyFocused offers a single, high-impact inbound/outbound lead and campaign management SaaS solution. Designed to help credit unions automate their lead management efforts, attract and capture growth opportunities, enhance sales accountability, and gain critical data insights. Built on top of your website, no deep integration deployment is required, instant time to value, and a user experience so simple that even your most tech and process-resistant staff will love it!

Manage and Grow Your Leads:

- Combine inbound attraction with outbound hustle to manage your leads and grow your membership. With a user-friendly interface designed to help credit unions drive traffic, convert visitors into leads, nurture those leads into loyal members and deliver exceptional member support.

Go Social for Lead Generation:

- SimplyFocused Microsites are powerful digital marketing and sales tools that empower your team to create focused and unique visitor experiences - creating personal referral/lead generation webpages for each staff member. Developed to improve the visibility of your marketing campaigns and support sales initiatives, product launches, and community events.

Elevate the Member Experience:

- How effectively does your credit union staff interact with members who perform a large percentage of interactions digitally? SimplyFocused helps route member issues to the right expert quickly and automatically. The front-end form allows members to simply navigate to the topic best suiting their needs and SimplyFocused routes the requests directly to your team for prompt resolution.

Take Action with Analytics:

- You can't manage what you don't measure. You can't measure what you don't see. Use Insights and Dashboards to establish your criteria for converting leads into desired outcomes. Track and measure what's happening real-time across various departments. Plan for and enforce best practices. Adopt an agile approach to identify small issues before they escalate, connect teams, enhance sales accountability, gain visibility, and drive your critical metrics with actionable insights.

Better Forms:

- Upwards of 70% of loan applications are abandoned. Those are people who are interested in loans who leave the process before you’re even aware they were there. Why? Because forms are clumsy, arduous and difficult. Not with SimplyFocused. We design a simple form to reduce friction and collect specific data points. 2 screens, 7 clicks, 7 form feels and zero friction. All applications take less than 60 seconds.

Better Leads:

- With a usable, at-a-glance dashboard that sorts all your new leads, the SimplyFocused dashboard puts your sales strategy at your fingertips. Sort leads by product, assign follow-ups to specific departments and track progress so you know that when your members tell you they want something, you’re listening.

Better Insight:

- See everything you want to know in a single place. When a lead comes in, where it came from and, most importantly, what that member is looking for. SimplyFocused even provides insight into marketing efforts, tracking ad placements or campaigns and providing daily reports on performance.

Better Teams:

- Get employee buy-in and create a sales culture by allowing your employees to showcase their credit union pride on custom micro-sites that drive value to themselves and the credit union. Sales is member services and SimplyFocused acts as a white-glove concierge.

SimplyFocused is more than a solution to the problems you didn’t realize you had or the answer to the questions you weren’t asking. SimplyFocused is your partner in growth, service, creativity and results.

SimplyFocused

by SimplyFocused