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