PRISM

Encapsulates the case study pertaining to a business process we follow and the strategies we craft to accomplish the client objectives

Generated 1800 convertible leads for Intuit in a quarter

Summary:

This case study shows how Redefine used an array of data profiling, right targeting, high quality calls and regular follow ups to connect with prospects in order to deliver sales-qualified leads for Intuit QuickBooks during April-June 2019

Client Profile:

Intuit Inc. is an American business and financial software company that develops and sells financial, accounting, and tax preparation software and related services for small businesses, accountants, and individuals. Intuit QuickBooks is an accounting software package that offers on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.

Business Challenge:

To successfully generate 1800 convertible sales leads for Intuit QuickBooks in 3 months from a data of 1 lakh received from client of which 20% was obsolete. Time period: April –June 2019

Solution

Step 1:- Team Allocation- Based on the target received, we picked up 20 individuals from Delhi and Bengaluru office with exceptional skills to do the job. Thereafter, 8 people were assigned the work of lead generation while 12 individuals were asked to carry out validation.

Step 2: Training- For holistic understanding of the product before initiating the project, our team attended a training session with the client. We obtained all relevant information about the product and resolved all the potential queries.

Step 3: Trial Week: To identify the hiccups and to ensure that the team operated flawlessly, we had a trial week wherein we drafted a calling script, made mock calls and analysed the calls. The team was further trained internally to bridge the lapses identified through call analysis.


Step 4: Lead Nurturing: Fully equipped, the team was finally entrusted with the task of profiling 1200 data items and generating 150 leads per week. While pitching the prospective customers, the team ensured that they drew valid comparison between the client’s product and other products available in the market while duly emphasizing on the advantages and benefits of the client’s product

Step 5: Data Collation and Follow-up Calls – The team collated data on a weekly basis using CRM and Google spreadsheets to iron out any complexities related to data usage. The team also made follow up calls to nurture leads on a regular basis, with follow up calls prioritized on the basis of engagement level.

Step 6: Lead Conversion- While qualified leads were transferred to client’s sales team to enable their conversion, unqualified leads were followed up with and were asked the reason for rejection.

Key Results

With proper planning, execution and hard work, the team exceeded the expectations of the client.


2070

Total Number of Leads Generated

115%

Target Achievement