Mortgage marketers run different campaigns across different regions, trying to reach the borrowers in different places using a lot of different technologies. It is a real operational challenge to bring all of this data together existing in different silos. Salesforce Datorama provides one unified view of all paid campaign channel performance so the marketing team can optimize every campaign investment, offer and activity to drive leads and pipeline growth.
Datorama is a marketing intelligence platform by Salesforce that brands and agencies can use to connect all of their data, uncover deep marketing insights and better understand campaign performance.
Need for using Datorama in Mortgage Industry
- The different tools used by mortgage marketers to engage with borrowers are each generating a lot of data which are usually maintained in separate data silos.
- Mortgage marketers need to integrate all the marketing data sources to have a holistic picture of marketing performance.
- Manually integrating the data sources is tedious, time consuming and error prone.
- With Datorama Marketing Intelligence, mortgage marketers can connect all of the marketing data into one single source of truth for holistic reporting, measurement and optimization.
- Datorama also solves the limited visibility challenge encountered by the mortgage marketers due to low accessibility and slow integration.
- Datorama solves the challenge of accurately measuring ROI and tying initiatives to leads, pipeline and revenue.
Features of Datorama for mortgage marketers
- Unified View: Datorama cleanse, classify, connect and unify all the marketing data sources in a single AI powered platform.
- Visualize insights: Datorama helps in visualizing AI powered insights including goals, trends to optimize channel and campaign performance in real time. Actions can be taken on these insights from directly within the platform.
- Reporting: Datorama includes powerful one click dashboards, apps, custom visualizations to generate and share reports across channels and campaigns. These dashboards can be drilled down for deeper insights for optimizing your email marketing campaigns or paid advertising across every channel and audience or lead to opportunity pipeline.
- Collaboration: With cross platform alerts and activations Datorama helps to collaborate and act to drive ROI and growth.
- Effectiveness: The transparency offered by Datorama helps in understanding the effectiveness of marketing campaigns and reducing the inefficiency to optimize the channels and campaigns.
- Reducing time: Since AI automatically connects and organizes any data source, mortgage marketers can reinvest the time saved on insights and actions on the marketing data.
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