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CFgO

Increasing the client appointment rate for CFGO through Proceeds

Within 8 months, Proceeds measures led to an impressive 55% increase in the appointment rate. This significant increase in customer appointments contributed significantly to CFGO's growth and strengthened its position in the financial market.

initial situation

Status quo before project start

In order to relieve employees, accelerate touchpoints with customers while maintaining satisfaction and to smooth the desire for scalability, we developed and implemented standardized and reproducing sales processes following an audit.

Interim Conclusion

Status after 5 months

Three of our trained employees are firmly involved as sales agents in this project. They take care of the entire process of acquiring new customers by telephone and managing e-mail correspondences. Together with our customer home.ht, we have set up a standardized & reproducible sales process that achieves all previously set goals.

Milestones

Looking to the future

It was clear from the start that, as a specialist sales agency, we would create important processes, continuously improve and expand them — with the aim of handing over the project to an in-house sales team from home.ht at some point. In this way, the basis was created together with the customer and everything can be continued seamlessly.

Background

CFGO, a dynamic company in the financial sector specializing in customized financing solutions, faced the challenge of increasing the number of customer appointments for its sales team. In a fiercely competitive market, it was crucial to implement effective strategies to reach and convince potential customers. To achieve this goal, CFGO opted to collaborate with Proceeds, an expert in sales strategies and customer acquisition.

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Actions

Proceeds developed and implemented a comprehensive plan based on two main strategies: Social Selling and Telesales. These approaches aimed to increase CFGO's visibility, promote interaction with potential customers, and ultimately boost the number of sales appointments.

Social Selling Campaigns: By leveraging social networks such as LinkedIn and Xing, Proceeds implemented targeted Social Selling campaigns. These campaigns aimed to position the CFGO brand in relevant professional circles, share valuable content, and engage directly with potential customers. By building trust and establishing themselves as industry experts, the foundation for successful sales contacts was laid.

Telesales Campaigns: In parallel with Social Selling efforts, Proceeds conducted a series of Telesales campaigns. This direct approach to potential customers via telephone allowed for the establishment of personal relationships, individual presentation of CFGO's services, and scheduling of appointments for more detailed consultations. Through targeted training and scripts, telesales representatives were prepared to effectively address customer needs and highlight the benefits of CFGO's services.

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Results

Within 8 months, Proceeds' initiatives resulted in an impressive 55% increase in appointment rates. This significant increase in customer appointments substantially contributed to CFGO's growth and strengthened its position in the financial market. The successful campaigns demonstrated that a combined strategy of Social Selling and Telesales is an effective method for increasing visibility in today's digital world while achieving direct sales success.

This case study underscores the importance of targeted outreach and interaction with potential customers across various channels. For CFGO, collaborating with Proceeds marked a significant step forward in its sales strategy, leading not only to higher appointment rates but also laying the foundation for sustained growth and success.

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