Since the introduction of the CRM system, customer satisfaction and customer care have been top priority. GOLEM FINANCE s.r.o. has therefore from the beginning aimed not only at finding new clients, but above all at maintaining good relations with existing ones.
Initially, only some mortgage experts were using the free tools available for mass email blasts and it was not possible to keep the style consistent with the company design. Therefore, to associate the broker's name with the company, a consistent style of emails sent out needs to be defined.
In addition to a uniform look, there was also a lack of statistics providing a comprehensive overview of the subject line and frequency of materials sent to clients. Such evidence is particularly important for targeting future campaigns.