Salesforce wanted to connect with current and future retail banking customers to show them how much money they might be leaving on the table. Bleu created an easy-to-use calculator that could quickly demonstrate the potential business value of the Salesforce Lead and Referral Engine.
To catch the attention of busy bank executives, simplicity was a must. So we distilled an overwhelming number of questions—provided by Salesforce and based on research from Confirmit—down into four simple ones. Because of the calculator’s user-friendly layout, it quickly delivers hard-hitting and personalized data. Plus, for users looking to drill down into the data, each question accordions open for further customization.
After completing the questions and registering to view their results, users are offered a free customized value report. This downloadable PDF, tailored to their business, quickly shows how Salesforce can help increase their revenue—a valuable sales leave-behind tool. In addition, the user is given access to exclusive banking white papers and other useful content. By urging registration, the PDF helps generate retail banking leads for Salesforce, as well.