Success Story: Financial Services Company
Industry: Financial Services – ERP Software Provider
Location: Shreveport, LA
Date:
Practice: Appointment Generation
If you have high-quality leads who are really interested in the financial goods you have to offer, it makes the job of the sales team much easier and increases the chances of success.
Mfinity is aware of the specific challenges that the financial industry has in combining target customers’ pain points with their highly technological core features in order to create quality leads and appointments that convert on a consistent basis. In the end, it all boils down to lead generation.
About Company:
The company provides workforce management solutions, including an enterprise-class, cloud-based workforce management suite that provides complete automation and high-quality information needed to manage a workforce from hire to retirement, as well as a common user interface, database, and workflows across payroll, time and attendance, HR, employee benefits, and more. The traditional value proposition of the company is one-on-one, committed personal service and problem-solving partnership.
Client’s Challenges:
- Prior to engaging Mfinity to handle outbound lead generation, the organisation relied much too heavily on referrals and organic traffic.
- While these techniques of acquisition are possible, they are unpredictable and difficult to scale.
- Furthermore, because every firm can benefit from a strong Human Resource Management system to streamline workflows and eliminate inefficiencies, the difficulty became distinguishing our client in a crowded field.
- With multiple well-known brands already dominating the industry, we needed to create engaging messaging that addressed a specific need in order to cut through the noise.
Client’s Goal:
Create an outbound lead flow and schedule qualifying meetings and demos with Human Resource directors/managers and other key decision-makers in order to sell HR management software and services.
Mfinity’s Approach:
Mfinity understands that if a company does not invest the time and resources necessary in lead generation, it risks losing a considerable number of high-quality leads.
In this situation, it was critical to seem professional without coming across as overpowering. The organisation lacked direction and clarity when it came to successful lead creation. They realised they needed to rely more on their website, but they had no idea how to develop a comprehensive marketing strategy. Before we came, we learnt about the company’s marketing and sales objectives, key buyer profiles, existing marketing methods, and email templates.
Each funnel component must be measured. It is vital to have a tested approach for educating, certifying, and nurturing leads prior to transferring and passing off leads. In addition, we handled the email strategy as an important component of lead creation and lead nurturing in the outbound marketing strategy.
As a consequence, the following strategies were employed.
- We began by putting them through a lengthy onboarding call.
- We selected their best target prospects, filled out their primary value propositions, and examined their prior outbound marketing initiatives in order to design the most successful campaign possible.
- We opted to shift their Unique Selling Proposition (USP) / offer to firms who operate remotely for this campaign.
- To keep messaging current, we opted to market Paypro as the all-in-one remote workforce management system for maintaining productivity and employee engagement.
- Following the marketing overhauls, we launched a multi-step email campaign, sending thousands of emails to their prospective prospects.
- We consistently improved their offer/messaging depending on market response throughout the campaign.
The results:
- Our client struggled to generate interactions for the first several weeks since many of our prospects were already under contract with a rival.
- We generated 90 qualifying leads and scheduled appointments for our customer in under 6 months, averaging 15 leads per month after a few tweaks.
- We returned to the drawing board and explored solutions to this concern.
- Our client acquired dozens of clients and generated a strong ROI on this campaign thanks to the ideal balance of targeted marketing and hyper-targeted prospecting.
We initiated a series of appointment generating efforts and LinkedIn outreach, eventually meeting and exceeding their objectives and extending from there.
We assisted this organisation in communicating with a large number of qualified prospects by matching the correct offer to the right prospect and including all parts of an effective outbound email campaign.
Talk to our team of specialists at Mfinity if you’re ready to predictably scale your lead generation beyond word of mouth & referrals. We’re here to assist you.
Please contact us right away at (334) 635-9001 or info@themfinity.com.