Brand-Specified Templates Take the Guesswork Out of Complex Presentations
With CampaignDrive, sales leaders can ensure each sales presentation has the specific content, in the most effective sequence, and with all necessary disclosures, guaranteed. The CampaignDrive templating also ensures compliance with brand look and feel. That takes pressure off support staff, and frees relationship managers to concentrate on customers’ needs.
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Advanced Integrations Pull In Current Customer Data In A Safe and Secure Way
CampaignDrive integrates easily with the many different data sources the typical bank maintains—from CRM, to ERP and beyond. Just specify your data structure, provide credentials for the SOC 2 compliant CampaignDrive integration engine—and watch your sales teams deliver more timely and relevant presentations, proposals and pitch decks than ever before.
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CampaignDrive is designed with distributed marketing in mind, so you can create the document production workflow that suits your team best. You can set up multi-author document sharing groups to promote collaboration. Institute branch-specific approval loops, to keep decision making as close to the customer as possible. And, you can deploy specific content and templates to the specific branches, or even individual users, who need them—enhancing security and simplifying the document building process at the same time.
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