About VN Direct
VNDIRECT Securities Joint Stock Corporation (Stock symbol: VND) was established in 2006 and primarily engaged in the fields of securities investment, securities brokerage, and financial advisory services.
With over 15 years of development, VNDIRECT Securities Joint Stock Corporation has emerged as one of the most prestigious securities brokers in Vietnam, consistently maintaining a top 5 market share and holding the top position in market share for brokerage services on the UPCOM market of the HNX, with a share of 9.66%.
CHALLENGES
• Discrete data across multiple platforms necessitates manual manipulation and operation across numerous systems by users.
• Low conversion rates of potential customers on the website
• The conversion rates from leads to customers who have the chance to open accounts and conduct transactions are low, challenging to create sales opportunities.
• The sales organization primarily relies on telesales and ignores the nurturing phase of marketing and the after-sales care stage.
SOLUTIONS
✓ Hubspot CRM: Integrate Lead and data sources/channels on HubSpot.
✓ Systems Integration: GAPIT develops an app that integrates with VnDirect’s existing CRM system; Consults and builds data streams within the system, optimizes automated processes, empowers users, and organizes tasks for users within the system…
✓ Marketing Hub: GAPIT provides consultation on optimizing the Website/landing page, guides on maximizing the use of Social tools, Chatbot, Email, Automation, Dashboard & Report
✓ Automation Workflows: Schedules and develops strategies to nurture potential customers by personalizing content, List segmentation & workflow.