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Field notes on marketing operations, automation, CRM and compliance for healthcare, BFSI and B2B teams.
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Continue readingThe best marketing automation providers for financial institutions in India are Salesforce Marketing Cloud for large banks and insurers, CleverTap and MoEngage for app-first fintechs, Netcore Cloud for high-volume email and SMS, and LeadSquared for sales-led lending and insurance teams. The right choice depends on whether your growth is enterprise, app-led or sales-led.
Continue readingYou need three things ready before the first agency call: a clear definition of activation, your current numbers, and a list of the tools you already use. Without them, every agency will define success for you, usually in terms that are easy for them to hit.
Continue readingA practical framework for CRM, WhatsApp, SMS, email, lead follow-up and retention across markets.
Continue readingThe framework behind 5x conversion and retention for hospitals: instant response, routing, booking, reminders, recovery and recall, built on GoHighLevel and WhatsApp.
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