适用行业
- 金融与保险
- 包装
适用功能
- 销售与市场营销
用例
- 智能包装
- 人员跟踪与监控
关于客户
Assure Funding 是一家另类商业贷款机构,与贷款合作伙伴银团合作,为企业提供短期贷款、预付资本和信贷额度。通过 Assure Funding 安排的贷款规模从 5,000 美元到 200 万美元不等。该公司倾向于从每笔资助的贷款中获得更大的利润,而不仅仅是标准经纪人的佣金。这种模式意味着更多地依赖于与潜在客户进行资格审查、追求和完成交易的过程。该公司一直通过雇用内部销售人员来填补三个关键销售职位(开局者、追击者和终结者)来实现其融资目标。
挑战
Assure Funding 是一家与贷款合作伙伴合作向企业提供贷款和资本预付款的公司,面临着以下挑战:以符合成本效益的方式确定融资前景、重新吸引之前感兴趣的潜在客户、寻求从第三方购买的潜在客户、追加销售其他服务以及更新现有的潜在客户。顾客。该公司的模式意味着更多的精力依赖于与潜在客户进行资格审查、寻求和完成交易的过程。该公司一直通过雇用内部销售人员来填补三个关键销售职位(开局者、追击者和终结者)来实现其融资目标。然而,追逐者的角色是最耗时的,通常需要与客户多次联系以收集必要的信息。这种手动流程显着增加了公司的每笔销售总成本。
解决方案
Assure Funding 采用 Conversica 的人工智能销售助理 Jenna Silva 来自动化与潜在客户进行资格审查、寻求和完成交易的流程。 Conversica 解决方案使用人工智能通过电子邮件与潜在客户交谈、提出和回答问题、请求缺失的信息,并培养潜在客户,直至他们准备好与更接近的人进行现场交谈。在 Jenna 的帮助下,完成申请的查询百分比显着上升。 Jenna 还为 Assure Funding 提供了一种方法,让那些完成资助方案但改变主意、未能符合资格或在其他地方获得资助的申请人重新获得机会。人工智能助手还帮助 Assure Funding 看到续约数量显着增加——现有客户重新协商贷款以获得额外资金的后续资金。
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