Introduction
Fundamental Business Finance is a national based finance broking company and a leader in the SME finance industry, with a national network of Finance Specialists it has become a trusted brand for business owners to seek finance, capital and advice.
The Brief
Fundamental Business Finance was looking for an automated solution to manage their new licensee acquisition process. The solution needed to identify levels of interest and engagement while qualifying potential prospects and responding with personalised, timely and relevant messaging and information. The solution had to be seamless, scalable and sophisticated.
There were four key objectives requested by the customer:
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