BOTTOMLINE TECHNOLOGIES wondered
how can we onboard clients more efficiently?
Deliverables
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Creative Concepting
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Web & Digital Experiences
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Sales Enablement
Bottomline Technologies helps businesses, financial institutions, and legal firms transform how they manage transactions. Through powerful solutions delivered on customized, white-labeled websites, they help clients secure electronic payments, reconcile global financial transactions, protect against fraud, enable real estate transactions, and more.
With more than 800,000 corporations using their products, Bottomline Technologies’ approach of manually coding each new client’s web page was technically complicated and time-consuming, and their internal team needed a turnkey solution to automate the process.
leveraging the tools they have
During an exploratory meeting, The Simon Group learned that Bottomline had a marketing automation platform that could be better utilized. Tapping into the platform’s modular capabilities, we developed a flexible landing page template that their internal team could quickly and easily populate with each client’s information and deploy with a simple “Save As.”
“Designs were amazing, and their code worked from the get-go.”
Lianna McGauley, former Bottomline Technologies
“Designs were amazing, and their code worked from the get-go.”
Lianna McGauley, former Bottomline Technologies
removing complexity
Through live training sessions, we helped Bottomline Technologies demonstrate how easy it was to drag and drop modules and components, add client-specific content, and quickly create customized landing pages. The new strategy was met with such enthusiasm, we replicated the approach with email templates that helped them get new clients up and running quickly.
delighting clients with every interaction
Today, Bottomline Technologies continues to use the templates through their marketing automation system as part of their mission to efficiently onboard clients and make every experience seamless.