Comprehensive Lead Scoring Solution to a Mid-sized Global Asset Manager

  • 30+

    New retail leads per week

  • 20

    decrease in turnaround time

  • $15M

    Lift per territory

  • 80%

    Time saving


CLIENT CHALLENGES
  • A global asset management firm required support in all the marketing automation tools, capturing digital user interactions on email, web, and event platforms.
  • However, the client was facing the following challenges:
    • Advertising and Sales groups of the organization found it hard to distinguish the right leads.
    • Track the advancement and follow-up switching those leads over completely to clients.
  • Absence of deals driven experiences and an organized cycle to follow-up leads made the lead the board interaction exceptionally challenging.
OUR APPROACH
  • Systematic follow-up - Firm's Sales group could dissect each leads computerized impression over the new past, investigate the advanced substance the lead has drawn in with and recognize the most intrigued items through Acuity's lead scoring arrangement.
  • Lead generation - 30+ new retail leads each week per region.
  • Deals enablement - ~20 gatherings each week per domain
  • Revenue upgrade - $15 million lift for every region.
  • Process effectiveness - Sales group used to spend around 90 minutes for every lead list simply exploring which is diminished by around 80%, as a warning is shipped off each contact proprietor on CRM when a Sales Qualified Lead is free to follow up.
IMPACT DELIVERED
  • Support for the creation of scoring models based on pre-designed frameworks for email, web, and event scoring.
  • Streamlining digital marketing automation systems to allow for the acquisition of user- and product-specific digital engagement data, as well as developing and implementing a universal tagging hierarchy.
  • To collect user-specific and product-specific digital engagement activities, integrate email, online, social media, and event-specific digital marketing automation platforms.
  • Building a Salesforce module that includes a customized object for visualizing lead scores in list and detailed views, conducting follow-up actions, offering feedback, and generating reports on a regular basis.
  • Creating a configuration tool that allows users to add, remove, and update scoring criteria (weightage, multipliers) for each channel.
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What we have done

CRM Data Migration and Ongoing Maintenance Support to a European Investment Bank
What we are proud of

30+

client analysts supported

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