CASE

STUDY

SIGNON LEADZ
HELP IN
RETARGETING
VISITORS POST
SEGMENTATION
About SignOn.ai
Signon.ai is an Indian cloud-based software & AI company headquartered in
Bengaluru, India. Founded in 2015 by stalwarts in the IT & Services industry, it provides
Artificial Intelligence, Application Development, Digital Marketing, Analytics and also
sells a complementary suite of enterprise applications focused on Customer
Relationship Management CRM, marketing intelligence, & Membership
management.

About Client
One of the best NBFCs in India with around hundreds of branches in the
country. Also they have a customer base of thousands which makes it one
of the best NBFCs. It has shown rapid growth in the market in the past
years which makes it one of the best in the country. It specializes in offering
infrastructure management, wealth management, home loans,
commercial finance and consumer loans and much more.

Problem Statement
Low conversions online & this was impacting the offline conversions as well.
Customers were not identified and mapped to the correct product portfolios.

Reduced conversion rates was the headache of this NBFC client, they couldn’t
streamline the targeting process, they failed in segmenting the customers and
providing customized marketing solutions for users. The generic marketing
efforts ended up in bad conversion metrics both online and offline.
Solution
Mapped the entire workflow , Implemented solution with SignOn Leadz :

1 Segmenting the customers helped in personalizing marketing and communication

for each segment.
2 SignOn targeted the website based visitors using facebook pixel. Used the list based
retargeting method. This increased awareness of the brand and also increased
conversions.
3 Increased accuracy of website visitors to re-engage with the brand by reminding
them of the services offered. This also aids in offering the right information of
services/products.

Configuration And Deployment Timeline

6 Months from
5 Months Contract
Deployment

1 Month 1 Month
Study Transition
Time to Go Live
Tools Used
Signon Leadz
A complete member management tool to scale your business to heights.
SignOn AI has a team of expert marketers who understands your prospects,
scaling 24/7 to build your brand and grow your sales. SignOn applies the power
of data along with some very intelligent functions to remodel your lead and
marketing funnel. SignOn Leadz helps you to complete your sales processes,
view the detailed contact and company records, and view communication
history in one place so you can manage leads without the hassle

Feature Used
Digital Marketing
Provided digital marketing solutions from the initial stage
starting from customer acquisition, for targeting the ideal
buyer persona of the business by establishing presence in
all the online marketing channels and to attract the ideal
customers. Help to generate leads and helped in
converting qualified leads.

Outcomes

1. Retargeting led to 26% increase in conversion rates

2. Better insight into the consumer base
3. 13% increase in brand awareness
 Other features to look for

Data Lake
A store for enterprise data
used for tasks like reporting,
analytics & machine learning

Lead Nurturing
Automatic Lead Assignment
Analyze & Nurture quality leads to
conversion. Bridge UTM campaigns and Assign leads to right sales rep while their
hot and ensure leads don't fall through the
Contact Management measure ROI
crack
Get real-time insights & social data of
customers, connect with them across
channels

Sales Fulfilment Campaign Management

Streamline sales process- customize the Create campaigns for the right target by
app to drive process productivity, and tracking visitors and conversions. Opt-out &
consistency. opt- In

Omni Channel Business Intelligence

Connect Voice, Chat, SMS, Social Media,
Build reports without help from IT
Webforms into a single unified platform
Knowledge Management
Collaboration tools designed to share
insights, documents, maps, etc., company-
wide.

Customer Segmentation
Surveys
Segment your contacts, improve
Pipeline Management Escalation & Approval Create templates and engagement & retention with
Management conduct surveys for all customized campaigns
Understand and modify the pipeline
customers
effectively Flexible approvals processes for deal
discounts, expenses, and more

Granular user permissions

Roles, Profiles, Teams- Assign roles,
define permissions, control access to
information

Telephony - Make, receive, & Reports and Dashboards Webforms

record calls - Outbound & Track team performance, modify charts, in Helps you capture leads from
Inbound one screen. Make decisions from anywhere your landing pages & website
using mobile reporting

Live Chat
Social Media SMS Integration
Google Ads Chat helps connect with
Social media integration to Send auto SMSs & Campaign customers live in the website
Google Ads Integration
understand customer profile & SMSs to customers, prospects and on social media page via
generate leads FB Messenger

Mobile App Email

Chat Bot
Connect your web Email Integration helps funnel
Conversational AI for
application to the LMS multiple email IDs into a queue &
smarter selling & servicing
connect the lead to the email.

Advanced Lead Scoring

Lead scoring using behavioral
Auto Responders attributes of customers from third
Meeting Scheduling party APIs
Autoresponders for business-
Prepare for customer critical decision junctions
meetings while on the go

Email Insights
Notifications & Calendar
Get Insights into Email
View all the tasks which are
pending in Notifications &
Sales Insight Marketing performance, send,
read, forward details &
reminders can be set for tasks Get Insights into Sales remarketing
performance