Cut Loan Abandonment – Grow Direct Lending – See the Full Pipeline in One View
Built for Credit Unions to raise conversion, coach teams and prove marketing ROI
A credit union can only grow if it has total command of its growth opportunities. SimplyFocused gives you visibility into every aspect of your sales and service journey. Seize Every Chance.
SimplyFocused on Your Growth
Check Out Our Resources
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SimplyFocused
Lead and campaign management software developed by a Forbes Best-of-Class credit union in Iowa.
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Smart Leads
Smart lead and campaign management is crucial for growing your credit union.
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Monthy Newsletter
Turn Conversations into Cash: Your Contact Center Playbook
Look… Charts for Growth Clarity
Look at What Buckeye State Credit Union Says About SimplyFocused
Success Story
SimplyFocused has allowed us to streamline sales while improving service levels and gives our management team better tools to coach our staff.
Buckeye State Credit Union
Your Growth Tool Kit
Better Forms
86% of loan applications are abandoned. Those are people who are interested in loans who leave the process before you’re even aware they were there. Why? Because forms are clumsy, arduous and difficult. Not with SimplyFocused.
Get better forms—designed to convert and upsell—that create better leads.
Better Leads
With a usable, at-a-glance dashboard that sorts all your new leads, the SimplyFocused dashboard puts your sales strategy at your fingertips.
Sort leads by product, assign follow-ups to specific departments and track progress so you know that when your members tell you they want something, you’re listening.
Better Insight
See everything you want to know in a single place. When a lead comes in, where it came from and, most importantly, what that member is looking for.
Sales is member services and SimplyFocused acts as a white-glove concierge.
The Software That Benefits the Whole Team
serve your members
SimplyFocused helps sales managers gain insight into what leads are coming in and what to do with them, arms support teams with information that will help them solve members’ problems, and ultimately, gives your members a better experience when interacting with you.
Look, It Comes Down To This…
Are you connecting with the right people early and swiftly enough to influence their decisions? Developed by a Forbes top 5 credit union in Iowa, SimplyFocused is a high-impact SaaS solution for inbound and outbound lead and campaign management. It automates lead management, attracts growth opportunities, enhances sales accountability, and provides critical data insights for credit unions.
