BOK Financial Relies on Marketsync Suite to Optimize Sales Communications

Challenges
BOK Financial Corporation is a regional financial services company that provides commercial and consumer banking, investment and trust services, mortgage origination and servicing, and an electronic funds transfer network.

• Dispersed sales environment made version and brand control challenging.
• Needed a solution that was accessible to regional sales reps and would integrate with its Salesforce CRM.
• Could not effectively determine results of promotional efforts.
• Sales reps could not follow up on every lead and opportunities fell through the cracks.

Solution
With Marketsync Suite, BOK Financial can leverage a library of approved sales communications and automate its generation, delivery, and tracking. This not only streamlines the process but ensures brand and version control across a dispersed sales organization.

Results

• Sales reps can consistently get through to prospects they once had difficulty engaging.
• Focuses sales reps time on selling rather than on administrative tasks.
• Reduced costs associated with sales communication programs.
• Gained insight into the effectiveness of sales communications to constantly improve programs.

Try it for yourself! See how Marketsync can help you get through to your prospects and customers.