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Expat-Focused Financial Planning Firm Expands in Niche SG Market [CASE STUDY]

Expat-Focused Financial Planning Firm Expands in Niche SG Market [CASE STUDY]

Expat-Focused Financial Planning Firm Expands in Niche SG Market [CASE STUDY]

The Client offers several lines of financial planning services to expats currently working and residing in Singapore. The firm’s client portfolio primarily consists of UK expatriates, which has seen a steady year-over-year growth since its inception. The Client has also received a number of industry awards and recognition as one of Singapore’s leading and most trusted financial advisory groups.

In 2016, the firm underwent administrative and operational streamlining. One area impacted by the changes was customer acquisition. The new business development strategy assigned prospecting and nurturing responsibilities into a single in-house team, which sometimes resulted in the same individual doing the tasks of researching prospects, screening contacts, booking introductory meetings, and following up on opportunities.

The client wants its business development team to concentrate on bottom-of-funnel activities so that they can devote more time and effort to crucial points in the conversion funnel. The firm plans to delegate most activities in its current prospecting process to a reputable third-party provider.

 

 

Discover how our bespoke financial marketing solutions helped drive new business for a B2B accounting firm.

Learn how we manage leads with Pipeline CRM

 

Callbox Pipeline CRM

 

 

Tell us about your sales and marketing challenges and we’ll provide a tailored solution!

Contact us 

or Dial +61 2 9037 2248 | WhatsApp +65 8232 2417

 

 

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NZ B2B Media Company On Track to Hit Targets with Callbox
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Expat-Focused Financial Planning Firm Expands in Niche SG Market [CASE STUDY]

Expat-Focused Financial Planning Firm Expands in Niche SG Market [CASE STUDY]

Expat-Focused Financial Planning Firm Expands in Niche SG Market [CASE STUDY]

The Client offers several lines of financial planning services to expats currently working and residing in Singapore. The firm’s client portfolio primarily consists of UK expatriates, which has seen a steady year-over-year growth since its inception. The Client has also received a number of industry awards and recognition as one of Singapore’s leading and most trusted financial advisory groups.

In 2016, the firm underwent administrative and operational streamlining. One area impacted by the changes was customer acquisition. The new business development strategy assigned prospecting and nurturing responsibilities into a single in-house team, which sometimes resulted in the same individual doing the tasks of researching prospects, screening contacts, booking introductory meetings, and following up on opportunities.

The client wants its business development team to concentrate on bottom-of-funnel activities so that they can devote more time and effort to crucial points in the conversion funnel. The firm plans to delegate most activities in its current prospecting process to a reputable third-party provider.

 

 

Discover how our bespoke financial marketing solutions helped drive new business for a B2B accounting firm.

Learn how we manage leads with Pipeline CRM

 

Callbox Pipeline CRM

 

 

Tell us about your sales and marketing challenges and we’ll provide a tailored solution!

Contact us 

or Dial +61 2 9037 2248 | WhatsApp +65 8232 2417

 

 

Grab a copy of our FREE EBOOK, Targeted B2B Marketing: Guide, Checklists, and Worksheets! A comprehensive guide to targeted marketing to help organizations get in front of the right people at the right time through the right channels with the right message to influence a purchase.

Download Targeted B2B Marketing Guide, Checklists and Worksheets [Free eBook] CTA

NZ B2B Media Company On Track to Hit Targets with Callbox
High-Growth SaaS Startup Boosts Momentum with Callbox Campaign
Micro Market Provider Forecasts Pipeline Value Growth After Campaign
NZ B2B Media Company On Track to Hit Targets with Callbox

NZ B2B Media Company On Track to Hit Targets with Callbox [CASE STUDY]

NZ B2B Media Company On Track to Hit Targets with Callbox

The Client offers video production services to corporate and business customers all over New Zealand. The company maintains a portfolio of video projects used in internal and external communications, company profiles, corporate announcements, events coverage, customer testimonials, product guides, training resources, and promotional materials.

The company recently ramped up its customer acquisition objectives, with particular focus given to mid-sized organizations located in the Auckland and Hamilton areas. The Client wanted to grow its market share in the “Golden Triangle” region, where the company expects demand for corporate video productions to outpace the rest of the country.

In order to meet its new targets with the sales resources and manpower it currently has, the Client believes it’s going to need the help of a third-party agency doing much of the top-of-funnel prospecting legwork so that its sales development team can exclusively focus on mid- to bottom-of-funnel stages.

 

 

Gain insight into information drawn from Callbox past campaigns

Try out our new My Industry Insights tool

Try out our new 'My Industry Insights' Tool

 

 

Ready to talk? Schedule a consultation 

or Dial +61 2 9037 2248 | WhatsApp +65 8232 2417

 

 

Grab a copy of our FREE EBOOK, Targeted B2B Marketing: Guide, Checklists, and Worksheets! A comprehensive guide to targeted marketing to help organizations get in front of the right people at the right time through the right channels with the right message to influence a purchase.

Download Targeted B2B Marketing Guide, Checklists and Worksheets [Free eBook] CTA

NZ B2B Media Company On Track to Hit Targets with Callbox
High-Growth SaaS Startup Boosts Momentum with Callbox Campaign
Micro Market Provider Forecasts Pipeline Value Growth After Campaign
High-Growth SaaS Startup Boosts Momentum with Callbox Campaign

High-Growth SaaS Startup Boosts Momentum with Callbox Campaign [CASE STUDY]

High-Growth SaaS Startup Boosts Momentum with Callbox Campaign

The Client helps SMEs better manage their fleet of land transport vehicles with its cloud-based logistics operations platform. The platform automates many of the challenges that businesses face in their logistics processes, such as handling job orders, tracking vehicles, allocating routes, planning schedules, and dispatching drivers.

Founded in 2012, the Client has experienced strong growth over the last three years, with annual revenues increasing 350% year-on-year. The company says around 100 organizations (including some Fortune 500 brands) across Southeast Asia now regularly use its system to process nearly 1 million delivery and pickup tasks.

After raising its seed round, the Client rapidly expanded its user base in Singapore and also gained additional subscribers in different locations across Southeast Asia. As part of its medium-term growth outlook, the company planned to increase its market share in Singapore and Malaysia, before focusing on Indonesia and other markets in the region.

With less than 50 employees (most of whom doing engineering roles), it was clear the company needed outside help in several business areas to let the company reach and sustain its revenue growth objectives. In particular, the Client wanted to outsource the time-consuming activities of researching potential customers and contacting them one by one for a sales appointment, which typically took up almost two-thirds of their reps’ time.

 

 

Gain insight into information drawn from Callbox past campaigns

Try out our new My Industry Insights tool

Try out our new 'My Industry Insights' Tool

 

 

Ready to talk? Schedule a consultation 

or Dial +61 2 9037 2248 | WhatsApp +65 8232 2417

 

 

Grab a copy of our FREE EBOOK, Targeted B2B Marketing: Guide, Checklists, and Worksheets! A comprehensive guide to targeted marketing to help organizations get in front of the right people at the right time through the right channels with the right message to influence a purchase.

Download Targeted B2B Marketing Guide, Checklists and Worksheets [Free eBook] CTA

NZ B2B Media Company On Track to Hit Targets with Callbox
High-Growth SaaS Startup Boosts Momentum with Callbox Campaign
Micro Market Provider Forecasts Pipeline Value Growth After Campaign
Micro Market Provider Forecasts Pipeline Value Growth After Campaign

Micro Market Provider Forecasts Pipeline Value Growth After Campaign [CASE STUDY]

Micro Market Provider Forecasts Pipeline Value Growth After Campaign

Workplace micro markets are fast becoming a more popular alternative to traditional office vending machines. Micro markets offer a healthier and more diverse selection of food, drinks, and snacks at companies where having a full-service cafeteria or kitchen isn’t an option. They provide businesses and employees better convenience, increased efficiency, and greater wellness benefits.

The Client is looking to capture a bigger slice of the growing demand for micro market solutions, particularly among mid-sized companies in the Minneapolis-St. Paul area. Its current (mostly inbound) marketing program generates an average of 10 appointments per month, of which 30% become sales-qualified. The company’s sales team can close around 40% of these opportunities as new customers.

To achieve its expansion goals, the Client realizes it has to increase the flow of leads and appointments into its pipeline. That’s why the Client wants to complement its inbound marketing initiatives with targeted, outbound prospecting tactics.

But with its in-house marketing team and sales reps already facing hectic workloads, the Client understands it needs to outsource a good deal of top-of-funnel outbound marketing activities, such as prospect research and prequalification.

 

 

Gain insight into information drawn from Callbox past campaigns

Try out our new My Industry Insights tool

Try out our new 'My Industry Insights' Tool

 

 

Ready to talk? Schedule a consultation 

or Dial +61 2 9037 2248 | WhatsApp +65 8232 2417

 

 

Grab a copy of our FREE EBOOK, Targeted B2B Marketing: Guide, Checklists, and Worksheets! A comprehensive guide to targeted marketing to help organizations get in front of the right people at the right time through the right channels with the right message to influence a purchase.

Download Targeted B2B Marketing Guide, Checklists and Worksheets [Free eBook] CTA

NZ B2B Media Company On Track to Hit Targets with Callbox
High-Growth SaaS Startup Boosts Momentum with Callbox Campaign
Micro Market Provider Forecasts Pipeline Value Growth After Campaign
Outbound Campaign Fast-tracks Inbound Results for Business Travel Platform [CASE STUDY]

Outbound Campaign Fast-tracks Inbound Results for Business Travel Platform

Outbound Campaign Fast-tracks Inbound Results for Business Travel Platform [CASE STUDY]

Shortly before first contacting Callbox, the Client was in the middle of a key strategic refocus that aimed to expand the company’s footprint in the growing SME business travel segment. The Client had already developed specific packages and solutions tailored for small and medium-sized companies’ needs and was looking to acquire more SME accounts.

To help drive awareness and generate interest in its SME-focused offerings, the company launched a number of lead generation initiatives that included publishing a comprehensive whitepaper on creating and deploying a company travel policy.

The Client wanted to reach new prospects with this content asset but encountered mixed results with the distribution and promotion tactics they were using (which mostly consisted of inbound channels like SEO, social media, and online promotion).

Downloads average 6 per week (although this went up as high as 11 in the first full week after publication) and marketing-qualified lead (MQL) conversion rates didn’t meet the Client’s targets.

After considering other options for distributing the whitepaper, the Client decided to include outbound channels in its content promotion mix. But, having no outbound expertise of its own, the Client began looking for a third-party lead generation vendor to handle the outbound portion of the campaign.

 

 

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Contact us or Dial +61 2 9037 2248

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Grab a copy of our FREE EBOOK, Targeted B2B Marketing: Guide, Checklists, and Worksheets! A comprehensive guide on targeted marketing to help organizations get in front of the right people at the right time through the right channels with the right message to influence a purchase.

Download Targeted B2B Marketing Guide, Checklists and Worksheets [Free eBook] CTA

NZ B2B Media Company On Track to Hit Targets with Callbox
High-Growth SaaS Startup Boosts Momentum with Callbox Campaign
Micro Market Provider Forecasts Pipeline Value Growth After Campaign