You never get a second chance to make a good first impression on new customers. The onboarding process is a critical part of the customer experience, and for financial institutions, a well-implemented onboarding process for new account holders can improve engagement and ultimately the lifetime value of the relationship. Fortunately, using the combined powers of Dynamics CRM and ClickDimensions, the onboarding process can be made easier and more effective. The Campaign Automation feature in ClickDimensions allows you to create an automated welcome email campaign for new customers, while also sending more targeted messages to these customers based on their interactions with the initial emails in the campaign. Let’s take a closer look at the process: Email Creation ClickDimensions gives you a choice of different email editors for creating and sending eye-catching and effective email campaigns. Since it’s our most popular option, we will use the Drag and Drop email editor in our example here. An email welcome message after an account is opened is a common first step in the onboarding process for financial institutions. The ClickDimensions Drag and Drop email editor allows you to create this email with no HTML coding required by simply picking a layout and adding your institution’s logo, colors, text and links. You can also personalize the email using fields in CRM, like the customer’s first name or perhaps the name of the branch where they opened their account. Here’s our example welcome email, created in the ClickDimensions Drag and Drop editor: In addition to…
Read More: Banking on the Customer Experience: Financial Institution Onboarding with ClickDimensions and Dynamics CRM
