value of strategic marketing technology

Marketing Automation Services Overview

• Introductions• Company Facts• Marketing & Technology Solutions• Business Intelligence: Analytics & Metrics• Leadership Team

Engaging. Results.

Company Confidential | 2010 SoftVu LLC

Marketing Automation Services Overview

IntroductionsCompany FactsSolution OverviewQ&ANext Steps

SoftVu Facts-Founded 1999 and based in Kansas City-Over 250 Clients Served-Core industries served: financial services, insurance, EDU, mortgage banking, staffing/ recruiting, healthcare, online education, technology

SoftVu FocusLeading online sales, marketing communications, and interactive technology solutions firm. We bring acquisitions and retention to a new level thru development of strategic marketing technology platforms and tactical business solutions strategy consulting that allow our clients to most effectively engage prospects, maintain a competitive edge, and increase top-line revenue growth. Our method is proven providing quantifiable metrics, in-depth analytics reporting, and ROI measurements for success tracking.


Solution Overview

http://relay.softvu.com/cn/relay/Relay/Content/20074261032_Onlinelendsolution.asp?mailId=CA977948394144B88B105BD0315BFAC3&deliveryId=508D578157424CA98AD1222270DBB35E&openId=197bc66a8cdd41658ed2277a3018027e&contentItemId=6632bb777d8d4451b09774f812f7a08f&roo


Marketing Automation Platform

BusinessIntelligenceReporting

RulesEngine

InterfaceEngine

DistributionEngine

ContentManagement

System

Vu Notifications

Follow Up Promptness

Campaign Effectiveness

Campaign Creation

Landing Pages

Surveys

eGreeting Cards

Integration with:

CRM/LMS

Dialer Systems

Direct Mailers

Lead Sources

Triggers for:

Events

Dispositions

Notification Alerts

Email Delivery

Reputation Monitoring

Web Publishing

Mobile Messaging


Integration PartnersEnterprise CRM

Lead Management

Lead Aggregators

http://www.mortech-inc.com/index.html

http://www.lowermybills.com/

http://www.zipsearch.com/

http://www.oracle.com/index.html

http://www.leadmailbox.com/Default.aspx

http://www.quinstreet.com/index.jsp

http://www.bills.com/

http://leadqual.com/


Email Template Samples

http://nationstarmtg.softvu.com/view.asp?id=1CEE34F568A64940A96179A690ACFDF8

http://rmcvanguard.softvu.com/view.asp?id=6FF26E477EA748079FE95053E3015E25


Illustration of Email Templates


Landing Page

http://relay.softvu.com/cn/relay/Relay/Content/20051051434_NASBLoanVideos.html?mailId=&deliveryId=&contentItemId=9b50af4719814cbe9976b25becbe1f69&root=http://relay.softvu.com/cn/relay/&flashFName=Gwen&flashLName=Creel&flashAddress1=&flashAddress2=&flashCit


Interactive Content Development

http://relay.softvu.com/cn/relay/Relay/Content/20051051434_NASBLoanVideos.html?mailId=34390BE8F5CE4C239DE331B77EEA27EA&deliveryId=C8FA57BEF6694E3DBAC0DA09A1540813&openId=611fb5dc080142ce9c4a7479d69020a8&contentItemId=9b50af4719814cbe9976b25becbe1f69&root=http%3A%2F%2Frelay%2Esoftvu%2Ecom%2Fcn%2Frelay%2F&fbSig=C8FA57BEF6694E3DBAC0DA09A1540813&flashFName=&flashLName=&flashAddress1=&flashAddress2=&flashCity=&flashState=&flashZipCode=&flashEmail=&flashAreaCode=&flashPrefix=&flashSuffix=&flashExtension=&flashOffic

http://relay.softvu.com/cn/relay/Relay/Content/2006127118_americaFundingLMB.html?mailId=&deliveryId=&contentItemId=922890c0c61f4f328269a787ba7026ae&root=http%3A%2F%2Frelay%2Esoftvu%2Ecom%2Fcn%2Frelay%2F&flashFName=Gwen&flashLName=Creel&flashAddress1=&flashAddress2=&flashCity=&flashState=&flashZipCode=&[email protected]&flashAreaCode=0&flashPrefix=0&flashSuffix=0000&flashExtension=0&flashOfficeName=Head+Quarters&flashOfficeWeb=www.softvu.com&flashCompanyName=SoftVu+LLC

http://relay.softvu.com/cn/relay/Relay/Content/20074261032_Onlinelendsolution.asp?mailId=CA977948394144B88B105BD0315BFAC3&deliveryId=508D578157424CA98AD1222270DBB35E&openId=197bc66a8cdd41658ed2277a3018027e&contentItemId=6632bb777d8d4451b09774f812f7a08f&roo

http://relay.softvu.com/cn/relay/Relay/Content/2010151539_simpleperfect_gen.asp?mailId=9CF395B76A9347D395837BD67C12F4B7&deliveryId=1B08E0582A884C37A2EE6016BDEE4923&openId=d98ba52f6cb94685a510b39cef682910&contentItemId=5d1adeed1d254d5d991227620b589367&root=


Campaign ManagementSample workflow

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DAY45

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DAY60

DAY60

http://america-funding.softvu.com/cn/RelaySurveyV8/TakeSurvey.asp?contentItemId=&deliveryId=&DisplayHeader=&SurveyID=3JI553KJ455MG&PreviousActualPageNumber=&PreviousDisplayPageNumber=&PreviousQuestionNumber=&ActualPageNumber=1&DisplayPageNumber=1&Response

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=E75788B0A17741C5A1D8EA4A025D26A9&templateId=

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=B790B5BEB4B4484DA6D2684678EFF23D&templateId=

http://america-funding.softvu.com/cn/Relay/Relay/Content/2007131115_RateUpdate.asp?mailId=&deliveryId=&contentItemId=07bb9445c6c74f25806de78b1d6668d3&root=http%3A%2F%2Famerica%2Dfunding%2Esoftvu%2Ecom%2Fcn%2FRelay%2F&flashFName=System&flashLName=User&flas

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=2CE1B7AB55C14D3EA996C94C9238FE47&templateId=

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=2CE1B7AB55C14D3EA996C94C9238FE47&templateId=

http://america-funding.softvu.com/cn/Relay/Relay/Content/200611301153_welcome.asp?mailId=&deliveryId=&contentItemId=5abe08a59d48421f943fc536c84edfd1&root=http%3A%2F%2Famerica%2Dfunding%2Esoftvu%2Ecom%2Fcn%2FRelay%2F&flashFName=System&flashLName=User&flash

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=1EB7262842E84B33900688AD585D3B8A&templateId=

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=869AA025DD7A44AF9FF965B198D332F4&templateId=

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=C84D17D99EB04D4398F0530C27A82238&templateId=


http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=F7A8D5E14D4B4D8EA13DDAF16B93056E&templateId=

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=0410C4856F4C464DA73BBBB7CA85D458&templateId=

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=0410C4856F4C464DA73BBBB7CA85D458&templateId=


http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=a012df97c3bd4ef2af0e9cb2cac8b1cd&templateId=

http://america-funding.softvu.com/cn/Relay/Relay/Content/20061261633_ProcessorIntro.asp?mailId=&deliveryId=&contentItemId=740d908175e3409ba03585e0bdeec16c&root=http%3A%2F%2Famerica%2Dfunding%2Esoftvu%2Ecom%2Fcn%2FRelay%2F&flashFName=System&flashLName=User

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=39ed218f80064cb3a2036f3ae4a2b678&templateId=

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=5FBBB234380E4A48AAEE9FFCDF6E791B&templateId=

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=4BEA8C29341B422CB18455FD138E8A2E&templateId=

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=CA6BB8B5DC3542DABED8CE8FF4B45EB2&templateId=

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=7A1CB9601EBD479486D404C163D2D1A2&templateId=


New Lead Campaign Workflow

Campaign ObjectiveIncrease contact rate of online borrow to LOEducate borrower about mortgage process and company benefits

Segmentation CriteriaApplication not completed awareness via CRM status

Day 2Day 4

Day 6

Day 11Day 15

http://relay.softvu.com/cn/relay/Relay/Content/2010151539_simpleperfect_gen.asp?mailId=9CF395B76A9347D395837BD67C12F4B7&deliveryId=1B08E0582A884C37A2EE6016BDEE4923&openId=46f76d6d75604d828f0a5a6b9a067930&contentItemId=5d1adeed1d254d5d991227620b589367&root=

http://relay.softvu.com/cn/relay/Relay/Content/2006127118_americaFundingLMB.html?mailId=&deliveryId=&contentItemId=922890c0c61f4f328269a787ba7026ae&root=http%3A%2F%2Frelay%2Esoftvu%2Ecom%2Fcn%2Frelay%2F&flashFName=Gwen&flashLName=Creel&flashAddress1=&flash

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=C84D17D99EB04D4398F0530C27A82238&templateId=


http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=F7A8D5E14D4B4D8EA13DDAF16B93056E&templateId=


Status-based Campaigns: Credit Pull

Campaign Objective: – Increase borrower commitment, credit pull-to-

origination % – Educate borrower of product availability based on

creditSegmentation Criteria:– Credit ran but no commitment to lender based on

CRM Status

Day 1 & 7Day 14

Day 21

http://relay.softvu.com/cn/RelayInvite/Invite_Templates/Invite_am_funding_pg1.aspx?EId=1052&deliveryId=3B97643D25BA4D47BB13DC8FC655C5A9&mailId=7E7C71C711DB42529CB89F751CAFB014&openId=4936216827124a2f959967a16a0c593c&root=http://relay.softvu.com/cn/relay/&f


http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=a012df97c3bd4ef2af0e9cb2cac8b1cd&templateId=


Status-based Campaigns: Process

Campaign Objective: – Introduction to loan processor and next steps to closing

loan– Increase pull thru rate, origination-to-funding %

Segmentation Criteria:– Borrower is committed to close with lender based on

CRM/LMS Status

http://relay.softvu.com/cn/relay/Relay/Content/20091223110_div_processor.asp?mailId=A966F3B69AB740FEAB1D79F22D7E6319&deliveryId=3D3C5C27AE014E4AA5E8A15B18A5EF83&openId=11a7c0ef1ca74e81a852f35e3060eb19&contentItemId=23e193cbc9f042b3af8c63174e282050&root=htt


Funded SegmentationCampaign Objective: – Thank customer for selecting their organization– Introduce cross-sell opportunities, “Customer for

Life”

Segmentation Criteria:– Borrower’s loan funds

http://relay.softvu.com/cn/RelaySurveyV8/TakeSurvey.asp?contentItemId=9d4b51da1e814112a4ef4abf5ea6882f&deliveryId=4CDD475496B147B99CC5AF07042561C8&DisplayHeader=&SurveyID=3034p83H5m931&PreviousActualPageNumber=&PreviousDisplayPageNumber=&PreviousQuestionNu


Aged Lead SegmentationCampaign Objective:

-Increase contact rate of aging (21+ days) online borrower to LO

-Educate borrower about mortgage process and allow for anonymous navigation of tools

Segmentation Criteria:-Application not completed awareness via CRM

StatusDay 35 Day 41

http://relay.softvu.com/cn/RelaySurveyV8/TakeSurvey.asp?contentItemId=f2ed7e5b8e0c4f0a939e6a27cd6dd99d&deliveryId=423C7341BCB0464082F6DB14C13E14C4&DisplayHeader=&SurveyID=5MK9583J25931&PreviousActualPageNumber=&PreviousDisplayPageNumber=&PreviousQuestionNu

http://relay.softvu.com/cn/RelayInvite/Invite_Templates/Invite_GreetingCard_smb.aspx?EId=1056&deliveryId=647C51CC3E9745B6BA1BBBB444FF722E&mailId=E5D9FFB57CC14CCAA9A8396884407B8D&openId=f530674ea360478e8179a21a2e69a272&root=http://relay.softvu.com/cn/relay/

http://america-funding.softvu.com/cn/Relay/Relay2/viewItem.asp?itemId=B790B5BEB4B4484DA6D2684678EFF23D&templateId=


Client Reporting: In-Depth Analytics


Touch Point Strategy Review

Extending Your Reach OnlineTouch more prospects, more personally

Increasing RelevanceRelevant, personalized, recipient content

A Game PlanBest practice marketing strategy: sales cycle optimization

A Secret WeaponEngaged view notification, know when to call and connect

A Success MapTrack performance & see success: ROI/Metrics/Analytics


Leadership TeamTimothy J. Donnelly, Founder & President

20 years of sales and marketing experience

Tracy Christian, CPA, Chief Financial Officer20 years (8 yrs. with Ernst & Young)

Brian Thompson, VP of Technology27 years of technology development

Gwen Creel, National Sales Director12 years of sales, marketing, and management experience

Kory Dillman, VP of Product Development17 years of product initiatives experience

Patty Porter, Director of Operations6 years in administrative operations

value of strategic marketing technology

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