In a market where customer acquisition is expensive and time consuming, how can a CRM system combined with innovative inbound marketing drive business growth?

With an automated customer acquisition website tied to SugarCRM, Tanscend Capital has a powerful tool for acquiring new clients quickly, and cost effectively.  Once a prospect lands on the Transcend website, the registration and approval process is streamlined to provide a frictionless experience for the customer.  The result is a higher customer acquisition rates, lower administrative costs, and a comprehensive system that provides visibility into the approval status of all new customer accounts.

Here’s How They Did It

Transcend Capital is a brokerage firm that provides direct access trading services to the financial industry.  Acquiring new customers and getting them up and running on Transcend’s trading platform means streamlining the account sign-up and management process.

Transcend engaged experts in inbound marketing to develop a strategy for driving web traffic.  Then they engaged Epicom to build a new customer registration and tracking system based on SugarCRM.

The Path To Success

Transcend realized that streamlining the client sign-up process was critical to their customer acquisition strategy.  Starting with careful process design, Transcend had Epicom build a public-facing website for client sign-up that is integrated with SugarCRM but was styled to be an integral part of Transcend’s public facing website.

Critical features and success factors include:

• Ease of use
• Real-time applicant validation
• New customer account approval
• Comprehensive customer history
• Comprehensive understanding of the business process
• Phased approach
• Close interaction between marketing and development.

To learn the details of the development and critical success factors, download the full case study to the right.

Would you like to see how innovative inbound marketing strategies can be combined with a smart CRM system to boost lead flow and lower the costs of acquiring new customers? Contact Epicom and we’ll show you how.