The Challenge
A company that specializes in a premiere core data processing system, was looking to partner with credit unions to leverage its cutting-edge technology and reach their prospects’ goals. This client wanted to collect data on when their prospects’ core data processing contracts expired as well as share information about their inclusive platform. With a small internal team that had no time to prospect, they found it difficult to sell a high price point product that has a long sales cycle. Their team wears many hats, so they were looking to hand off the detailed work to a lead generation outsourcing partner.
The Solutions
Our client knew how critical lead generation and market research was for business growth, so in 2018 they trusted Incept to take care of these areas. Incept’s team of Account Growth Specialists conducted a market analysis and captured vital data for the company while also cleaning up their CRM data. After extensive training and research, the Incept team took a multichannel approach via outbound phone and email campaigns to collect the information the client needed.
The Results
Incept was able to seamlessly execute the company’s goals by learning their business model and understanding their short- and long-term goals. The team of Incept’s Account Growth Specialists captured necessary data (core expirations) on 64% of the marketplace. They also created a sales funnel of 120 quality targets that had a high likelihood of closing.
Industry:
Computer Software
Solutions:
Market Analysis
Data Capture
CRM Data Clean Up
Multi-channel Lead Generation
Outbound Phone
Email Campaigns
Appointment Setting
CLIENT TESTIMONIAL
"Incept has helped our sales
efforts by providing consistent, professional outbound phone calls. They are truly a part of the team that is invested in what our company does and works with us to ensure we are moving forward in the right direction.
We could not have created the same results in-house because of the daily, unexpected needs that pop up in the work place. Incept is able to replicate consistent efforts that are needed for success. "