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Bridging the Offshoring Gap: Genuine Interest and the Need for Education

CASE STUDY



Bridging the Offshoring Gap: Genuine Interest and the Need for Education


THE CLIENT



ABOUT
The Client is a leading media company in Hong Kong, providing news and finance information services to financial intermediaries and high net worth individuals. The services they provide include educating Chinese financial intermediaries on the effective use of tax planning and asset management through series of summit. They work on a platform that was built from different media channels like online media, periodicals and guides to deliver the latest information and relevant topics to finance professionals.

TARGET INDUSTRIES
Corporate services, Trust Companies, Private Bank and Wealth Management

TARGET PROSPECTS
C-Levels, Business Development Managers, Directors, Marketing Directors, General Managers

TARGET LOCATIONS
Hong Kong, Singapore


THE CHALLENGE



Basically, the Client’s job is to bridge a connection between Chinese financial consultants and companies planning to bring their businesses offshore via financial conferences. These businesses could either be companies from neighboring countries in Asia like Singapore that would want to be educated on how to bring investments to Hong Kong, or Hong Kong-based companies that would like to expand their businesses to other regions.

The Client prides itself in being recognized as the leading media company in Hong Kong that is able to get every financial summit they launch jampacked with attendees. The leads generated from such impressive attendance numbers, however, are a different story. Since its inception in 2010, the Client’s events have had subpar lead turnout at only 10-20% warm follow-ups and those interested to discuss further out of the total number of attendees. Others were just curious to hear what the meeting was all about and didn’t really have the need for offshoring.

At that point, the Client realized that they needed a more targeted audience who have the need for education on offshoring and equally interested to engage further with their services. There was added pressure to expedite the project since a series of summits were already on the approving stage and were ready to take off anytime once scheduled were finalized.

The challenge was, the Client didn’t have the proper tools and processes to use to address their need – to profile their target attendees and gauge the need to be educated, and uncover the genuine interest for offshoring opportunities.


THE CALLBOX SOLUTION



Callbox designed a multi-channel marketing campaign with the help of the Callbox Pipeline Lead Nurture Tool that fully addressed the Client’s needs. The following activities were simultaneously ran throughout the campaign duration – exerted with best effort by both Callbox and the Client.

Email Marketing

Callbox’s filtered database together with the Client’s existing one were profiled by the team. Aside from updating the contact details like name, business address, phone numbers and emails, the lists were well-managed by scrubbing off DNs and revalidating bounced emails off from both lists.


Appointment-Setting

The appointment setting campaign was rigidly rolled out as it was the main component of the whole multi-channel marketing campaign. A number of probing questions were included in the call script and required to be fully answered by prospects in order for the agent to be able to uncover important information that will qualify the call as a lead. The said questions were to gauge the prospect of the following:

  • If the business has plans of expanding to other regions
  • If the company is interested in investing in or acquiring another line of business
  • If the organization has in depth knowledge of the business rules and processes of the region which they target to set up the business in

Also, to enhance customer experience, the agent walked the prospects through the Client’s website to assist them with any concern like queries about the services, browsing through the summit schedules or signing up for the upcoming events.


Reporting

Both the Callbox team and the Client regularly convened to discuss the successes and challenges encountered in the campaign. This was the venue where specific action plans were laid down to be understood by everyone in the team and carefully structured to address challenges and even avoid repetition of the course. Aside from the regular meetings, Callbox utilized the integrated features of the Callbox Pipeline, particularly its Lead Nurture Tool to send real time updates to the Client such as appointment schedules and confirmation emails.


RESULTS



The multi-channel marketing campaign concluded with stellar results.The Callbox team delivered 19 confirmed appointments which scored 30% turnout from the total number of attendees. These were prospects who were profiled and identified to have both the interest on offshoring and the need to be educated . In addition to the the appointments, 38 warm follow-ups were prospects for confirmation of attendance whether they or their representatives will attend and there were 48 who requested for more information – these were prospects who, with thorough probing, were identified to have the need for education and interested in offshoring opportunities but decisions were held pending due to some matters for further discussion.

The leading media company was perfectly happy with the campaign turnout. With Callbox’s multi-channel marketing campaign, the Client’s list of customers were properly profiled and filtered according to need and interest in the Client’s services. The summit that included the 19 confirmed attendees produced a number of leads that were converted into current customers and are successful investors in their chosen region.



Callbox: Perfect Candidate for Japan’s Chief Recruiter

CASE STUDY



Callbox: Perfect Candidate for Japan’s Chief Recruiter


THE CLIENT



ABOUT
The Client is Japan’s largest recruiting and information Service Company. They are focused on supporting a diverse range of work style though offering a wide variety of services including job advertisements, permanent placement services, temporary staffing services, outsourcing services, pre organization-related services, and development-related services in an effort to help realize a world in which people can freely choose their own unique work style.

The Client also provides a broad range of services for companies, from employee recruitment to development and assignment. Through their diverse services, they are committed to offering the best HR solutions for business operations.

TARGET INDUSTRIES
All industries except recruitment and employment agencies and job boards companies

TARGET LOCATIONS
Houston, New York, Singapore, Hong Kong, Australia and UK


THE CHALLENGE



The Client was planning to launch a new product in Singapore and they didn’t have a marketing team to help them engage with customers. Hoping to reach out to prospects and meeting their deadline, the Client decided to outsource to a company that specializes in reaching new markets and has all the marketing tools including database, email support and social media to manage a campaign and help generate potential clients for them.


THE CALLBOX SOLUTION



1st Campaign:

Before the campaign commenced, the Client highlighted how crucial it is for them to reach their target prospects for the launch of their product. Prior to signing up with Callbox, the Client had planned a marketing strategy of their own, which was focused on different target locations per week. They decided to apply this strategy to their first Callbox campaign.

Contacts were profiled properly and were sent out an email. To get more interested prospects, the team needed a sustained and focused effort. However, despite much effort exerted by the team, the Client’s marketing strategy gave them less time to nurture their warm prospects, which resulted to failure in meeting the Client’s campaign expectations.

table1

The Client assessed the results and the team provided their feedback on the campaign as well. After evaluating the campaign, the Client and the Callbox team came to the following conclusions:

  • Jumping from one target area to another from week to week gave them less time to reach out to the right people. The availability of prospects had to be put into consideration as well.
  • Having limited time to run the campaign affected the conversion rate. Many prospects considered looking into the product, however, most of them didn’t want to commit yet.
  • Right timing is the key. Running a 3-week campaign on a lean month, when most of the prospects were on vacation, contributed to a lower-than-expected turnout.

2nd Campaign:

Having learned much from the initial campaign and armed with insights on how they can make improvements, the Callbox team, together with the Client, made some changes to help improve the campaign’s performance. In order to address the Client’s challenge of reaching out to prospects before the official launch of their product, the team implemented the following:

  • Callbox’s multi-channel approach, whereby the team sent out emails to warm prospects prior to the start of the campaign which helped generates positive replies and was converted to appointments. At the same time, the team tried different approaches to touch base and follow up with them while running the campaign.
  • The Client ran a 2-week campaign, this time with 4 agents focusing on one location. The team conducted regular status meetings with the Client to provide updates and keep track of their course of action.

With the help of the Callbox Pipeline Lead Nurture Tool, the team was able to create a scheme and set a timeline that helped achieve the desired results within the time frame specified by the Client.

Callbox’s multi-channel approach played an important role which resulted to higher number of appointments at the end of 2nd term:

table2

Before the end of the campaign, the client commended the team for their effort, “99% no cancellation of appointments. Only 1% of the appointment was cancelled because of double booking.”


RESULTS



With Callbox’s experience and the team’s expertise in troubleshooting different types of campaigns, together with the Client, they managed to create a customized program to meet the Client’s target and expectations.

Running a multi-channel marketing campaign with the aid of the Callbox’s Pipeline Lead Nurture Tool, the team managed to deliver a higher number of qualified appointments than they would have without it. As a result, the Client decided not to accept more office appointments and advised the team to convert them to leads instead as they no longer have enough people to handle all appointments delivered.

Currently, the Client is nurturing 178 leads, 37 of which are interested with the product and agreed to meet with the Client’s sales team, 75 warm leads who are interested to know more about the product and 66 leads which can be followed up through email. These impressive results prompted the Client to signify his intention to sign up for a long term contract by the 3rd quarter of this year.



Callbox’s Three-Step Tactic To Success for Marketing Consulting Specialist

CASE STUDY



Callbox’s Three-Step Tactic To Success for Marketing Consulting Specialist


THE CLIENT



ABOUT
The Client is a Marketing Consulting Agency which was founded in Kuala Lumpur, Malaysia in 2002. The company is an event specialist mainly for IT and Software industries providing Signature Campaigns, Event Management, Retail Services, Partner Programmes and Content Development in Singapore, Malaysia and Indonesia, and had ran several successful events for IT giants like Intel and Microsoft.

As the Client’s reputation grew in 2007, more industry giants like Bosch, Castrol, DiGi and Disney Channel entrusted them to handle major events which brought them more acclaim in the region.

TARGET INDUSTRIES
All industry types and sizes

TARGET LOCATIONS
Singapore & Malaysia


THE CHALLENGE



The Client’s successes in the past did not leave them overconfident and content with their achievements but rather drove them to set their sights higher with plans for expansion of their services in the Southeast Asia by providing service to multinational IT and software companies. This objective was crystal clear but the tools and processes to run the project remained a gray area. This led the Client to look for a third party provider who possesses the expertise that would help them realize their plans. They considered partnering with a telemarketing company – specifically someone who has rich experience in events marketing campaigns and can provide a large and well profiled database for them.

Callbox was among three providers that were shortlisted by the Client but stood out to be their best choice in the end.


THE CALLBOX SOLUTION



The Client planned out a trade event for a giant IT firm. The objective was to gather as many attendees as possible and get interested prospects who would be good targets to follow up for succeeding events.

Callbox, known for its thought technology as a top lead generation provider, designed a multi-channel marketing campaign for the Client and employed the use of the Callbox Pipeline Lead Nurture Tool, a marketing automation tool that streamlines actions and communication between the Client and the targets, creating a seamless workflow for the Callbox team throughout the duration of the campaign.

The presentation of the whole idea of how the project will be ran was the very reason why the Client blithely chose Callbox over the other two lead generation providers.

The process was easy as counting 1-2-3:

  1. Event invitation emails were sent to prospects before the calling commenced. This was coursed through the Callbox Pipeline Lead Nurture tool which served a double purpose – to formally invite prospects and at the same time to validate the information details of the contacts in the list. The validation process filtered invalid contacts like DNC and Bounced emails by moving these entries from the target list to a repository list. Once updated, these were uploaded back to the target list to be blasted with email invites.
  2. A one call resolution tactic was applied in making follow-up calls to prospects who took actions like opened email, replied or clicked a link on the page upon receipt of the invites. The agent’s follow-up call was not simply to share more about the event details or answer the prospect’s queries but as much as possible, aimed to seize the lead by walking them through the whole registration process. Once done, the agent immediately sent out a calendar invite that contained complete event details like title, date and time, venue and confirmation codes as a steady reminder for the prospect.
  3. The third and last step was calling all the registrants a day or two before the event date to confirm their attendance. During the confirmation call, the agent had to make sure that the registrant had accepted or accepts the calendar invite and confirms his or his representative’s attendance to the event.

RESULTS



The campaign officially registered 129 confirmed attendees for the giant IT company. But for this Marketing Consulting specialist, the successfully concluded campaign was just a start of even bigger things, for them the best thing was nurturing 150 warm follow-ups who are all possible attendees to upcoming events, and a rich database containing well-profiled and accurate contacts.

The event campaign saved the Client much time and money as they not only gathered a good number of attendees for the IT giant’s event but at the same time, currently reserves another batch of warm prospects for the next event that wouldn’t necessarily require much time and effort to follow-up.

In fact, as of press time, Callbox is set to launch another event campaign for the Client.



Callbox Fueled Supply Chain Solutions Leader’s Race to Success

CASE STUDY



Callbox Fueled Supply Chain Solutions Leader’s Race to Success


THE CLIENT



ABOUT
The Client is a supply chain solutions provider which is one of three interconnected networks under a global sourcing company with 30 years of experience in licensed and bonded warehousing and supply chain services that has anchored long-term clients from the Retail, FMCG, Footwear & Apparel and Food & Beverage industries.

It prides itself in its team of experienced logisticians and endless pursuit to technology innovation to continuously provide hybrid supply chain solutions including complex contract logistics in warehousing, very high range and volume of value added processes, local distribution, brokerage and international import and export freight services.

TARGET INDUSTRIES
SME

TARGET LOCATIONS
Singapore and Malaysia

TARGET PROSPECTS
Owners (small business), Procurement Manager (medium business)


THE CHALLENGE



The Client saw that the competition in the fast-changing logistics industry was becoming intense as more and more industry players joined the race, and felt the need to become more aggressive and go further down the track – increase brand awareness and widen their reach in the ASEAN market. However they lacked the energy – the marketing strategy that would fuel them in running the course. Callbox had the answer.


THE CALLBOX SOLUTION



The Callbox team leveraged their multi-channel marketing program and carefully strategized to achieve the best results from each element – voice, email, social, web, and mobile. Concurrent with the daily calling was the customer profiling activity – updating company name, contact name, address, phone and mobile numbers, email and social media accounts and industry category or SIC code. As more contacts were updated and verified, more meaty DM conversations transpired. These conversations gave the Client a better opportunity to analyze customer needs, anticipate challenges, design options and set up contingency plans.

Another factor was the increase in volume of email communications delivered and received – references that bore relevant information on the Client’s fast, reliable, and cost-effective logistic solutions. The email marketing has made the Client’s brand more known to a larger target audience which apparently drew email replies from interested prospects.

Appointment setting was boundless – the caller was given the options of either booking an office appointment or setting a phone meeting (whichever is preferred by the prospect) anytime during business hours. Such flexibility drove a good, increasing number of highly-qualified leads for each campaign month.


RESULTS



Callbox’s multi-channel marketing program delivered a total of 37 appointments for the Singapore campaign, and 13 for the Malaysia campaign. In addition to the satisfactory number of high-converting appointments generated, the following successful results were achieved from the multi-channel marketing program:

  • Customer Profiling improved data quality and increased accessibility for the Client to engage with a much targeted audience.
  • Email Marketing boosted brand awareness and heightened interest among target customers.
  • Appointment Setting widened their market reach and accelerated lead acquisition by 25% in the ASEAN market.

This global supply chain solutions provider is a strong and powerful leader in the logistics industry, empowered to compete, innovate and fearlessly take risk at any course of the business.

Callbox’s multi-channel marketing program has indeed energized the Client’s aggressive campaign to run faster and finish off with a more targeted database, boosted brand awareness and widened market reach in the supply chain solutions industry race.



Callbox Takes Systems Integrator Leader From “Test” To “Trust”

CASE STUDY



Callbox Takes Systems Integrator Leader From “Test” To “Trust”


THE CLIENT



ABOUT
The Client is a leading provider of Cloud Integration and Supply Chain Integration Solutions. The services they provide help businesses simplify integration, automate processes and improve collaboration and visibility to global trading partners.

Originally founded in 2005 as a B2B-focused consulting firm, they later evolved, acquired and developed key technologies to address the growing needs of collaboration in businesses worldwide.

TARGET INDUSTRIES
B2B Trading with AR US$100M to 2B

TARGET LOCATIONS
Entire US


THE CHALLENGE



Despite working with some providers whom the Client relied on in getting new business, finding interested companies to engage with their services for the long term was a challenge. The Client figured out that the issue was rooted in two causes:

  1. Contacts that weren’t fully profiled. Most of their current customers may not be the best candidates to maximize the whole range of collaboration solutions the Client has to offer and sign on with the Client for longer contract periods.
  2. Lack of probing efforts to uncover the need from prospects like, which integration solutions would best fit to integrate and automate their business processes.

With the hope to find key solutions to the problem, the Client searched for another marketing provider – a lead generation/appointment setting company who can provide them with a list of accurate contacts and quality appointments with interested prospects who have the need for cloud integration and supply chain solution services, and who would most likely keep a long-term engagement with them.


THE CALLBOX SOLUTION



Past experiences with providers who delivered less qualified appointments have made the Client become quite skeptical about what Callbox’s multi-channel marketing campaign program can do to better their current business status. For them, the first 3-month campaign term they signed up was a “test”, but for Callbox, as always, it was a “commitment”.

In order to address the Client’s challenges on contact accuracy and quality of appointments, the team carried out their best effort to profile and update each contact information with each call, and took the opportunity to ask prospects appropriate probing questions to uncover business needs. These were significant factors in generating high converting appointments.

To make these processes continuously run throughout the whole campaign period, the Callbox team employed the Callbox Pipeline Lead Nurture Tool which efficiently automated tasks that streamlined the workflow:

  • Contact profiling was efficiently processed through the Lead Nurture Tool’s list cleansing feature, by automatically sending invalid contacts to support lists for the research team to wash and update.
  • Custom emails were automatically sent to prospects in a scheduled manner. The actions taken by prospects like clicking a website or submitting a form, sent real time alerts to the caller to promptly respond or call them.

The Callbox Pipeline Lead Nurture Tool was vital in keeping the calling list accurate throughout the whole campaign duration, and broadened the chance for the caller to reach the right prospects at the right time, when they are most available to talk, thus resulting to a very impressive turnover at each end term:

1st term (3 months) – 49 appointments (4 seats)
2nd term (5 months) – 94 appointments (4seats)
3rd term (3 months) – 197 appointments
4th term (3months) – 360 appointments


“Another good one, good fit. Keep em coming. A little small, but they have the need for sure.”

“I’m happy with the leads for these past couple of days. Just had a call with (company) earlier and it was a very good call. Good job!”

“Another good call. Sending an initial proposal over now”

“There was a great improvement on the quality of the leads for the past couple of months.”



RESULTS



With Callbox’s skillful profiling methods, the Client now keeps a well-profiled list of contacts – customers who fully require collaborative commerce solutions; and through intensive probing, the team was able to uncover business needs. This has helped the Client tailor the best solutions for customers and get them to sign up for longer term contracts.

The Callbox multi-channel marketing campaign delivered a total of 700 appointments over a period of 14 months. Approximately 25% or 175 of these leads agreed to receive proposals and with a close ratio of 12%, the Client stands to gain a total of $1.3M worth of incremental revenue from Callbox-generated leads.

Currently, they are actively nurturing over 150 leads, and anticipating further success in the coming year.

The Client greatly acknowledges Callbox’s best efforts to unleash their business potentials and achieve their goals.


“It has allowed us to focus on what we do best instead of cold calling or generating lists. Callbox is very efficient in these areas and has economies of scale that we simply cannot produce on our own.”


A well-profiled contact list, high converting qualified appointments, upscaled sales revenue and long-term business engagements – all these have reversed the Client’s skeptical view on Callbox’s Multi-Channel Marketing Program from a mere “test” into a “trustful” business partnership.



Marketing Automation and the Callbox Curriculum for Success

CASE STUDY



Marketing Automation and the Callbox Curriculum for Success


HIGHLIGHTS



  • Seamless Call-to-Invite process, improving lead generation results by 75%
  • Eliminated efforts on revising and sending email copies, manual call scheduling and list cleansing, added more opportune time to reach prospects
  • Cleansed database with profiled and updated contact information, inducing data accuracy
  • Promptly responded to real time alerts and notifications, maximizing call hours on reaching 40 plus prospects daily
  • Spot-on tracking of prospect’s actions on email communications, increasing lead conversion rates

THE CLIENT



ABOUT
The Client is a Singapore partner company of a US-based Leadership Curriculum provider that promotes the world’s most advanced curriculum in leadership potentials.They conduct seminars that deliver extraordinary results for clients by combining optimization technologies, services and custom-built facilities that ensure sustained growth, fulfillment and momentum over the long-term.


THE CHALLENGE



The Client were in search of a competitive telemarketing company that can maximize both staff and tools to address their need for a systematic and trackable introduction and follow up of all target contacts, and their search ended with Callbox.


THE CALLBOX SOLUTION



In this Call-to-Invite campaign, Callbox uncovered opportunities for improvement – the database and the target contacts. Concurrent with the Callbox agent’s daily call schedule is the consistent Data Profiling for the improvement of the database by updating the contact information with current and correct data, verifying the contact details like direct line and mobile numbers, and filling up blanks like email addresses to ensure accuracy.

Moreover, Callbox maximized the Pipeline’s marketing automation function via its Lead Nurture Tool to facilitate the sending out of specific email copies to prospects, notifying the caller to follow up a contact who took action on email communications, and moving invalid contacts from one list to another for validation and cleansing. To cap all these dynamic processes, a master schema of behavior-based actions was created, which fostered three effectual working concepts:

Concept 1- Send Mail

A sequence of emails are sent to all unique entries contained in the Target List. The call result tag in the pipeline triggers the status change in the LN Tool, and a specific email copy is automatically sent. Below is a reference of email copy with corresponding call tag:

Send Email Reference

Note:
In the event where the agent makes a follow up call and the prospect was not available or the call was directed to a voicemail, RFI and For Follow Up copies are sent subsequently.
Also, if the Trigger status is unchanged and the timeframe for the Wait action lapsed, this means there wasn’t any action from the prospect, and so Intro, RFI and For Follow Up copies will be sent subsequently.

Concept 2 – Queue as Call Priority

A reminder for the agent to call a prospect as soon as he takes an action on email communications. This timely alert gives a better chance of converting opportunities into leads.

  • OPENED – the prospect opened the email
  • CLICKED – the prospect clicked a link/s on the email copy
  • VISITED WEBSITE – the prospect visited the website
  • SUBMITTED A FORM – the prospect submitted a form (most common for call-to-invite campaigns)

Concept 3 – Move to List

Moving invalid contacts from the Target List to other lists for cleansing purposes. The following lists are required entries for each schema:

  • TARGET LIST – is the prime list of unique contacts and resource of email send outs, which the agent utilizes for calling.
  • SUPPORT LIST – receives bounced contacts. These bounced contacts are then validated/profiled by the agent or research team and sent back to the Target List to be called.
  • REPOSITORY LIST – Invalid contacts that were tagged as Deadline, Fax Tone, or Disconnected, contacts are moved to this list and undergo the same process as with bounces.

RESULTS



Callbox’s call-to-invite campaign scheme unleashed more potentials for the Leadership Curriculum provider, leveraging on smart marketing technology and proven prospecting processes.

With integration of Callbox’s Lead Nurture Tool, the campaign ran seamlessly. The automated behavior-based actions like sending email copies, queuing call priorities, and moving invalid contacts for list cleansing have rounded up a total of 228 registrations for 10 event campaigns, of which 79 (34%) were generated through the Lead Nurture Tool. The time and effort saved were instead utilized in making more calls to prospects that made an upshot on the monthly average number of leads generated from 21 to 28. The Data Profiling process resulted to notable improvement on database accuracy from an average of 35% to 75%, as determined by Callbox’s List Scoring system. The Client now nurtures quality, revenuedriving leads and more potential follow up attendees for upcoming seminars in Bali, Indonesia and Bangkok, Thailand.



Callbox Multi-Channel Marketing Program and Marketing Automation Platform: Partnering for 33% Sales Increase in Sydney IP Services

CASE STUDY



Callbox’s Multi-Channel Marketing Program and Marketing Automation Platform: Partnering for 33% Sales Increase in Sydney IP Services


THE CLIENT



ABOUT
Established in 1998, the Client is an Australian-owned cloud, data centre and connectivity provider. Specializing in enterprise cloud, robust data centres, managed connectivity solutions and multi-provider internet services, the Client’s network extends throughout Australia with its own points of presence in five states.

TARGET INDUSTRIES
Small to Medium Industries

TARGET LOCATIONS
NSW, Australia

TARGET EMPLOYEE SIZE
10-500 employees

TARGET ANNUAL REVENUE
A$2 million


THE CHALLENGE



In 1999, the Client partnered with Optus to wholesale Internet Protocol (IP) Services to middle-tier ISPs and voice service providers in Queensland, and extended its market to Sydney in the mid-aughts. The Sydney operation did quite well in the first five years, maintaining a good number of customers.

However, in recent years, the Sydney operation fell into a predicament where Annual ROIs barely moved up as in-house sales and marketing schemes became ineffective at acquiring new customers. The Client knew that in order to increase their clientele list, more advanced sales and marketing methods and tools were needed. But this also led them to another challenge: they were not equipped with the best tactics and tools for scaling up their sales numbers.

After some foresightful study, the Client took a backseat from the situation and decided to outsource their sales and marketing efforts with Callbox.


THE CALLBOX SOLUTION



Callbox and the Client were a match made in heaven.

The first project was a single-seat, 3-month appointment setting campaign that initially ran with scaled-back activities, which were gradually increased as the campaign proceeded.

Both Callbox and the Client kept the database containing specific zip codes from the Sydney area accurate and up-to-date through regular list scrubbing and prospect data profiling. This process significantly reduced invalid records, allowing the campaign to reach a greater number of prospects.

Along with managing the campaign database, the Client worked closely with the assigned agent by providing insights and feedback on how to deliver a compelling pitch about the solution’s key benefits and overall messaging strategy, while helping the agent to sharpen her fundamental appointment setting skills, resulting in a higher output of quality leads.

Moreover, Callbox Pipeline’s marketing automation features for lead management, campaign monitoring and lead nurturing helped the Client stay on top of the campaign. Callbox Pipeline served as the campaign’s central hub for monitoring prospecting calls, follow-up emails, and booked appointments, providing real-time tracking and project management capabilities. As per the client, “it’s a neat diary”.


RESULTS



With the help of Callbox Pipeline and Callbox’s multi-channel marketing program, the team booked 24 appointments in the first two months of the three-month campaign period – good news not only to the company’s directors but most especially to their partner Optus. These appointments represented a significant 62% surge from their average conversion rate for the last three years.

But the best was yet to come. On the 3rd month, things got off to a flying start as sale after sale came in.

A few feedback from the Client during this time included:

  • “Hi Team, FYI, we are about to get our first large deal signed off. Thank you and your team for the fantastic result. Keep them coming!”
  • “Hi Team, I hope all is well. Some more good news, I have converted another lead this week. Please pass on my thanks to the team & keep up the good work!”
  • “Team, What a great way to start the New Year! Thank you very much.”

Callbox’s multi-channel marketing program and Callbox Pipeline were exactly the perfect pairing of strategy and technology that the Client needed to achieve a 33% sales increase in six months’ time. After two campaign periods that closed 3large multinational deals, the Client’s sister company, a web design firm, also signed up for a lead generation campaign with Callbox.

As for the Client, these results helped win their trust and confidence in Callbox, leading them to refer another Optus-partner company to work with Callbox for an appointment setting campaign.



Callbox Brings Clear Connection to Sales Leads for Managed Telco

CASE STUDY



Callbox Brings Clear Connection to Sales Leads for Managed Telco


THE CLIENT



CS_IT_Callbox-Brings-Clear-Connection-to-Sales-Leads-for-Managed-Telco-client

ABOUT
Originally established as a Systems Integrator in 1996, the Client has evolved to become a leading business telecommunications and network technology provider. Leveraging their strong technology-based background, the company began to offer managed telecommunications services in 2005, becoming a top provider of end-to-end technology solutions for a wide range of businesses and industries.



TARGET INDUSTRIES
Business Services, Health, Legal, Education, Engineering, Accounting, Research, Management, Finance and Banking, Manufacturing, Insurance/Real Estate, Biomedical Sciences, Tourism, Transport/Communications/Electric/Gas, Construction & Mining, Logistics

TARGET PROSPECTS
IT Decision Makers


THE CHALLENGE



The mid-1990s marked the rapid shift of technology towards virtual work practices, where organizations across the globe sought more flexible, secure and dynamic managed telephony solutions.

The Client’s strategic vision was to help customers keep up with technology by providing end-to-end telephony and ICT infrastructure (cloud, network – SD-WAN, VPN, IP Network, M2M, CDN, etc.) products and services that allowed users to take advantage of the very latest in enterprise IP communications solutions without the need for significant upfront capital investment.

Years prior to partnering with Callbox, the Client had implemented a number of different marketing strategies, which included both in-house and outsourced channels. But it eventually became clear that the company needed to focus on core business areas and farm out many of its marketing activities including prospecting.

HIGHLIGHTS
  • Planned and deployed a 6-month lead generation campaign for a Singapore managed telecom solutions firm which met the Client’s requirements and exceeded targets
  • Combined Callbox’s industry expertise with cutting-edge marketing tech stack to deliver solid results
  • Achieved key campaign milestones in terms of conversions, win rates, and sales pipeline growth
CAMPAIGN RESULTS

CS_IT_Callbox-Brings-Clear-Connection-to-Sales-Leads-for-Managed-Telco-results


THE CALLBOX SOLUTION



After uncovering the Client’s targets and requirements, Callbox then crafted a campaign plan which mainly consisted of multi-channel lead generation that maximized voice, email, web, mobile and social media through the behavior-based tracking capabilities of Callbox’s Lead Nurturing (LN) Tool.

The workflow which Callbox designed was seamless and aligned with the Client’s goal – to widen its market reach and offer its managed telecommunications services to the Singapore market. So Callbox had the LN Tool send out intro email copies to verify that the contact details were all accurate and up-to-date.

Using the LN Tool’s “Send Email” and “Move to List” features, the team was able to properly handle bounced and invalid emails, automatically sending them to suppression lists or revalidated by the research team. With the database accurately profiled, the team reached more prospects throughout the campaign, while the custom drip email helped establish clear communication between the agent and the prospects, enabling the Client to speak with the prospects at the right time.

Overall, the strategic use of Callbox’s marketing capabilities led to a higher lead conversion rate for the campaign.


RESULTS



From the 6-month lead generation program powered by the Lead Nurturing Tool, the Callbox team generated a total of 89 leads, 59 of which were converted via the LN Tool. The campaign was able to achieve the following conversion rates and other KPIs: 40% closed sales, 20% hot leads expected to close this year, and 32% pipeline boost.

Callbox’s multi-channel lead generation program was one of the factors that helped widen the Client’s market and scale up its sales numbers. And as of this writing, another round of a 3-month campaign is currently on the discussion table.

The Client is now enjoying several long-term benefits of the 6-month campaign that Callbox ran for them: keeping a cleansed and accurate database, managing a good number of customers, and nurturing contacts tagged as “follow-up” which they forecast as future customers.



Global Media Runs On Accurate Market Data

CASE STUDY

Global Media Runs on Accurate Market Data


THE CLIENT


Client information

ABOUT

The Client is a global media company providing more than 30,000 marketing programs from the Fortune 50 to emerging start-ups for 17 long years now. Their core services include targeted content, active audiences and innovative capabilities that run via a platform, to assist their clients in engaging with revenue-driven technology marketing programs.

TARGET AREAS

Singapore, Philippines, Malaysia, India

TARGET INDUSTRIES

All Industries (Medium to large)

TARGET PROSPECTS

CMOs, Sales Director, Sales Manager, Marketing Director/Manager, C-Level


THE CHALLENGE


To profile the data and conduct a survey among the Client’s existing customers.


HIGHLIGHTS

  • Launched 3 campaigns to refine and update The Client’s leads database
  • Successfully updated The Client’s customer database with relevant contact information
  • Ran a multi-channel survey campaign to segment and categorize The Client’s contacts list

CAMPAIGN RESULTS

Campaign results summary


THE CALLBOX SOLUTION


First Campaign – Data Profiling

The Client provided Callbox a list of their existing customers to be updated and profiled. The data profiling campaign wasn’t run generically as merely updating wrong information, but rather implemented based on the Client’s specific process that required further research and data recording to complete the action.

The Process

  1. To call all the contacts in the list
  2. Verify all the details: name of pic, company name, job title, email address and direct line
  3. In case of “no answer”, the caller will have to look up the phone number for the company’s main switchboard, and attempt to verify the contact’s details; while for contacts who have left the company, the caller must use publicly available sources like Google and LinkedIn
  4. All information gathered shall be saved and sent to Client every 2 days

Note: The caller must not find/replace a contact and email address other than what’s in the list.

Second Campaign – Data Profiling

The second campaign worked on profiling more databases but delved more into the sources from which and how the information was verified which required accuracy in call disposals. The leads were classified as:

  • Profiled by phone
  • Profiled by online sources
  • Employment validated
  • Employment invalidated
  • Unreachable/No updates

Aside from updating and cleansing the list, a step-by-step Question-&-Answer form was to be filled out by the caller in a spreadsheet that will detail how the data verification was done for each call.

Below are just 5 of the 11 questions and possible answers:

  • Did the phone number we provided work? Yes/No (Yes=the phone rang; No=the phone number was invalid or has been disconnected)
  • If yes, Did someone answer the phone? Yes, the lead him/ herself; Yes, someone other than the lead; No, nobody answered the phone)
  • If yes: Were you able to speak to the lead? Yes/No
  • If yes: Did the lead confirm the job profile and contact information we have on file for them? Yes/No
  • Did the lead give you updated information that is reflected in the spreadsheet? Yes/No

Third Campaign – Survey, White Paper

In the third campaign period, both types were divided into four technology segments. Each had a corresponding question:

  1. Big Data
    Question: Does the business plan to purchase or upgrade big data technologies in the next 12 months?
  2. Cloud Infrastructure
    Question: How does the business deploy server resources in the next 12 months?
  3. Desktop Virtualization
    Question: Does the business plan to upgrade or invest in desktop virtualization solutions within the next 12 months?
  4. Disaster Recovery/Business Continuity
    Question: Will the business be implementing or undertaking a DR related project in the next 12 months?

Answers to the survey were uploaded via links provided by the Client.



RESULTS


Campaign results breakdown

The results of all the three concluded campaigns were precedent to the upcoming campaign which the Client will be launching the following year, with the same Callbox team.



Callbox Takes on Challenge & Scores a VIQtory

CASE STUDY



Callbox Takes on Challenge and Scores a VIQtory


THE CLIENT



ABOUT
The Client is a leader in Precision Transcription & Stenography services in Australia. For more than 50 years now, the business holds the reputation in quality that has been built on strict, on time delivery, and accurate professional transcription for events, meetings, interviews, arbitrations and courts throughout the country.

PRODUCT & SERVICE OFFERED

For the leadoff campaign, the focus was to set appointments with specific decision makers for specific industries. In those meetings, Client introduced and discussed the feature and benefits of VIQ Solutions – the world’s leading expert in digital audio, video and evidence capture and management solutions.

VIQ Solutions provides digital recording applications that allow multiple channels of audio and video recordings to be recorded simultaneously with annotations and other information attached to it.

TARGET INDUSTRIES
All tribunals in Australia, All local Councils in Australia, Private Arbitrators that are typically going to be part of the government, Insurance, Financials

TARGET LOCATIONS
Australia-wide

TARGET PROSPECTS
Head of IT, Investigations Team, Head of Arbitrations & Dictations


THE CHALLENGE



The project plan to partner with a lead generation company was brought about by the Client’s challenge to be able to get through arduous targets like Legal, Medical & Investigation. These are industries that require detailed transcription/dictation tasks as they deal with sensitive and delicate matters.


THE CALLBOX SOLUTION



A full-package, multi-channel marketing program was provided by the Callbox team:

An agent who called for the campaign for 8 hours everyday

Despite the agent starting out with limited knowledge on transcription services, through the Callbox leader’s orientation and training, as well as the agent’s interest to learn the mechanics and myriad of applications of such a service , the agent achieved the Client’s desired level of proficiency in speaking with prospects about VIQ Solutions.

A well-filtered database

Filtering a database for the Client’s required target industries was quite a challenge for the Callbox team, as the number of these type of organizations in a country or region is quite below standards, as compared with consumer-centric businesses. But the team still managed to work well with the approved database.

Client-approved calling script

The calling script served as a guide for the caller to keep himself aligned and knowledgeably-sounding in offering the product & services’ value proposition, and setting solid appointments with target decision makers.

LinkedIn Account

The Callbox team built and managed the LinkedIn account, which was approved and kept monitored by the Client at which conversation threads with connections were viewed.

Emails

Email templates were drafted by Callbox and were approved by the Client. The templates varied in approach depending on the call disposal set by the agent on each call.

Campaign Status Reports

The weekly reports sent to the Client discussed about statistics and feedback about the campaign. Challenges encountered by the caller in his calls were noted, and corresponding action plans were suggested and implemented for each.

Calendar Invite

A calendar invite was utilized to confirm set appointments with interested prospects. And if by chance, that a prospect declined the calendar invite, the Callbox team worked out a follow up call for a reschedule, and made sure that no appointment/lead is lost.


RESULTS



  • Callbox was able to open the doors for more opportunities for the Client to reach quite elusive targets in the tribunals and local councils in Australia by adding 9 solid leads to their existing client list.
  • Client signed for another contract, which was for another company under his management and which offered enterprise audio and text management products and systems.
  • Client is currently nurturing all the leads and maintained communications with Callbox for possible campaigns early this year.

Callbox opened more doors of opportunities for the Client by complementing its business objectives with a multi-channel marketing scheme.



Callbox Data Profiling A Major Coup for Exhibition Leader

CASE STUDY

Callbox Data Profiling: A Major Coup for Exhibition Leader


THE CLIENT


Client information

ABOUT

The Client is an exhibition and conference pioneer that withstood time and tide to become Singapore’s top and most successful trade event organizer today. They stage trade exhibitions that provide dynamic platforms for effective networking and business opportunity growth to the largest and longest-running key industry sectors in the region.

TARGET AREAS

Singapore, Malaysia & Philippines

TARGET INDUSTRIES

Communications, Engineering, Lifestyle, Mining, Construction & Building, Plastic & Rubber, Machinery, Processing & Packaging

TARGET PROSPECTS

ICT Professionals, CEO, CIO, CTO, IT Managers, Manufacturing Professionals


SUMMARY


Their four-decade reign as the leader in the exhibition industry brought numerous recognition from different award-giving bodies like the Exhibition City Approved International Fair (AIF) Scheme and the Singapore Business Events Awards. Such has gained them much trust from the industry sectors they serve and increased their clientele list over the years.

Indestructible they may seem to have lived with a four-decade trade leadership in the region, what good reason did they have to still take the option to enterprise telemarketing into their current strategies? Why not stick with the conventional, but proven effective scheme of 40 long years?


HIGHLIGHTS

  • Successfully rolled out multiple call-to-invite campigns targeting professionals across a range of industries
  • Expanded The Client’s list which resulted to a wider market reach and more attendees
  • Updated and refined The Client’s database for future events and campaigns

CAMPAIGN RESULTS

Call-to-invite campaign results


THE CALLBOX SOLUTION


Call-to-Invite

Campaign 1

The first couple of Call-to-Invite projects aimed to gather attendees for Asia’s largest and most comprehensive business networking event for the Global ICT industry, which was participated in by international satellite communications and services companies in Asia, and professionals from Broadcast, Production, Post Production, Digital Media, Entertainment, Houses of Worships, System Integrators, Rental Houses, and Education.

The event was not launched for mere knowledge enrichment and ideas sharing purposes for the attendees, but a plenitude of beneficial platforms for ICT professionals was introduced like Big Data Analytics, Cloud, eGovernment, eServices, Security, Smartcard/RFID, and Wearables. Also featured were the latest technologies in 3D Printing, IoT, M2M, Mobile Apps, OTT and more.

Campaign 2

The second wave campaign engaged key prospects in the manufacturing industry to access the latest precision engineering and machine tool technologies available in the global market, and key prospects from the international oil and gas industry to showcase a comprehensive product innovation.

Local parts and components manufacturers and service providers showcased their expertise at the Capabilities Hub, which brought prospective buyers closer to the suppliers via a single platform.

How Callbox streamlined the success

The preceding call-to-invite campaigns were successfully rolled out by the Callbox team which made abounding progress in the client’s database. Both Callbox and the exhibition leader were responsible team players in completing the project thru multitouch, multichannel marketing tools, and strategies.

The Callbox Pipeline, Callbox’s Lead Management, and Marketing Automation platform stored the client’s big amount of data. The callers updated the contacts with the most current information they uncovered during the call outs. Hitting two birds with a single stone – callers invited the prospects to attend the event and preregistered them on the client’s behalf and updated/profiled the list at the same time.

The Lead Nurturing Tool was activated. A scheme was customized to send out email invites to prospects, and once the invite was opened and read, a notification prompted the callers to do a follow-up call and get the prospect pre-registered.

DM Outreached. Client’s own database came up to nearly 20,000, but almost 50% of that number was deemed “Un-contactable”. Both Callbox and the client agreed to add target contacts/job titles for the expansion of the list which resulted in a wider market reach and more email invites sent to target prospects.

Campaign 3

As a follow-up, a profiling campaign was set off by the client which aimed to not only keep their database accurate, profiled and cleansed, but to prep things up for the next coming edition of events, and which this exhibition expert sets to run again with Callbox.



RESULTS


Campaign 1

Results of Campaign 1

Campaign 2

Results of campaign 2



Callbox Brings the Sunshine to Sales Lead Generation

CASE STUDY



Callbox Brings the Sunshine to Sales Lead Generation


THE CLIENT



ABOUT
The Client is a new electricity retailer based in Sydney. The Client is rapidly hitting the Australian market with their integrated energy solutions. The current lead generation campaign they are running with Callbox is beaming with rays of potential in providing full energy service to Australian consumers.

TARGET INDUSTRIES
SME, all types except competitors

TARGET LOCATIONS
Australia

TARGET EMPLOYEE SIZE
1-500 employees


SUMMARY



The initial, single seat campaign period was launched in July 2015. The main call objective was to set a face-to-face appointment for the Client with prospects bearing the discussion on the best solutions to lower down energy bills. The initial production generated 28 leads. This impressive production of leads from the initial period of calling inspired enough trust and confidence from the Client that they recommended our service to their sister company, a Clean Energy Regulator service provider. Callbox worked well and delivered the same amount of hard work and professionalism to the latter which resulted to a very good number of leads of 150, and renewal for another campaign contract.

The second part ran with 3 calling agents, and added 3 more campaigns which the Client branded as “special campaigns”, generating a total of 79 leads which finished with 96 leads. All these were achieved through the collaborated resources of both the Client’s sales team who drove so much vigor in sharing knowledge with the callers, coupled with Callbox’s multi-channel marketing processes.

table

“The Energizers”

How much time does it take for a business to grow and step into the ladder of success? This energy retailer expert rolled 3 significant factors into 1 package and took a big leap as the leading energy retailer.

Client’s Full Engagement with the Callbox Team

Before each campaign starts, the client spends ample time to train the callers about their products and services. Also, the client’s sales team directly coaches the agent on call handling, like the proper approach when speaking with prospects and effective game plans that would bring in close-to-sale contacts.

Particular to Targets

The campaign materials like the script, brochures/collaterals, calendar invites, database and email templates, go through their meticulous checking and approval before anything else go live. The client makes it a point that the call activities are focused on the target market. Such careful planning makes the process of reaching the target prospects an easy task for both teams.

Impossible to Resist

What makes this energy retail expert stand out among competitors? Let’s just take 3 answers among the many.

  • They do careful analysis of the prospects’ current energy cost & provide them with customized, competitive solutions.
  • Customers who are in contract with their current providers are given the best offer that is hard to decline.
  • Prospects that said “no” during the telephone conversation with the agent but expressed their willingness to explore other options in the future, are saved and treated as “follow-ups”, instead of discarding them from the target list.

Now running is campaign month 4. With the planned action to integrate a power dialer tool with the current resources being used, the quality of leads generated is positive sign of a long term relationship between the client and Callbox.


RESULTS



This leading energy retailer is taking delectation on each campaign month that we run for them. They value each lead delivered to them by the calling team and take pride in the glowing work relationship they have with Callbox.