https://store-images.s-microsoft.com/image/apps.26566.79bcac77-981d-4c82-92a5-007259cd9390.7a4d5176-966b-4c13-8854-a8e8cf23a7c7.da2f14c0-04bc-4c8b-9cd4-a7babecbc192
SimplyFocused
by SimplyFocused
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SimplyFocused gives you visibility into every aspect of your sales and service journey.
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.
At a glance
https://store-images.s-microsoft.com/image/apps.26900.79bcac77-981d-4c82-92a5-007259cd9390.2525383d-6ed8-4935-8886-3aa631931db7.432571c5-81f7-4788-9fe9-4fdd64c38de3
https://store-images.s-microsoft.com/image/apps.4795.79bcac77-981d-4c82-92a5-007259cd9390.1fac0268-067a-45b2-a4db-9f651c7f1db5.16d08b3b-d2e6-47a0-b3df-83d096b8d041
https://store-images.s-microsoft.com/image/apps.26934.79bcac77-981d-4c82-92a5-007259cd9390.7a4d5176-966b-4c13-8854-a8e8cf23a7c7.44ad2d60-ea02-4fb2-8046-5ec94223c60f
https://store-images.s-microsoft.com/image/apps.56921.79bcac77-981d-4c82-92a5-007259cd9390.1fac0268-067a-45b2-a4db-9f651c7f1db5.0396e8a7-31b6-42d9-8fb2-bc651e4eb74a
https://store-images.s-microsoft.com/image/apps.47022.79bcac77-981d-4c82-92a5-007259cd9390.1fac0268-067a-45b2-a4db-9f651c7f1db5.417c7d16-ff11-4ec7-9c00-d96696aaea89
https://store-images.s-microsoft.com/image/apps.16257.79bcac77-981d-4c82-92a5-007259cd9390.1fac0268-067a-45b2-a4db-9f651c7f1db5.8692a192-40a9-4ecb-8b66-5b15f810a2ce
https://store-images.s-microsoft.com/image/apps.43902.79bcac77-981d-4c82-92a5-007259cd9390.1fac0268-067a-45b2-a4db-9f651c7f1db5.1d4e83b3-6204-4023-8d83-13c2089d8af9