Pages

Callbox Accomplished Smooth Application Transition for Global IT Distribution Leader

Callbox Accomplished Smooth Application Transition for Global IT Distribution Leader


  • 72 Appointments

  • 103 Requests for Info

  • 78 Follow-ups

  • 51 Callbacks

  • 546 Social Media Connections


  • Industry

    IT/Software

  • Location

    Singapore

  • Headquarters

    USA

  • Campaign Type

    Lead Generation and Appointment Setting

  • Target Location

    Singapore, Australia

  • Target Industries

    Utility Sectors

  • Target Decision Makers

    CIO, CTO, CEO, CFO, IT Director/Manager

The Client

The Client is a huge distribution firm of IT products and supply chain, serving businesses around the globe for more than 30 years with its vast infrastructure mainly focusing on cloud, mobility, technology lifecycle supply chain and relevant technology solutions.

The Challenge

The Client has a broad customer and partner base that seemed to be set in stone, but such did not exempt them from experiencing financial slides. The major shakeout was a business disruption due to application transition to replace aging legacy systems in the APAC region. The Client dispatched hundreds of system integrators who conducted consultation meetings with prospects, and hired Callbox as their marketing arm to set meetings between their consultants and customers.

DOWNLOAD THE FULL STORY

Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

We keep any info you share with us private and confidential. For more on how we process and protect your data, please review Callbox’s Privacy Policy


Callboxinc.com - B2B Lead Generation Company


US Network Performance Management Leader Conquers the APAC Market

US Network Performance Management Leader Conquers the APAC Market


  • 45 Face-to-Face Appointments

  • 15 Phone Appointments

  • 105 Requests for Info

  • 98 For Follow-Up

  • 561 Social Media Connections


  • Industry

    Software

  • Location

    Singapore

  • Headquarters

    USA

  • Campaign Type

    Lead Generation and Appointment Setting

  • Target Location

    Singapore, Malaysia

  • Target Industries

    Commercial Enterprises, Managed Service Providers and Government

  • Target Decision Makers

    IT Manager, IT Director, CIO, CTO, Municipal Commissioners

The Client

The Client is a network performance management software leader that empowers organizations to monitor and manage the performance of their IT environments regardless of type, size and complexity.

The Challenge

The Client was already an established provider of a range of software solutions to a large number of high-profile companies in the US when it decided to enter the Asia Pacific market, and chose to establish its regional office in Singapore.

In order to build a strong and extensive customer base, they looked for a marketing partner who could work out an effective marketing strategy for them and who could ensure target customers that their solutions are effective, reliable and efficient. Someone who is familiar with the APAC market and has rich experience in generating leads. Callbox.

DOWNLOAD THE FULL STORY

Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

We keep any info you share with us private and confidential. For more on how we process and protect your data, please review Callbox’s Privacy Policy


Callboxinc.com - B2B Lead Generation Company


Appointment Setting Success for Case Management Software Highflier

Appointment Setting Success for Case Management Software Highflier


  • 56 Face-to-Face Appointments

  • 62 Go-to Meetings

  • 107 Requested for More Information

  • 576 New Social Media Connections


  • Industry

    Software

  • Location

    USA

  • Headquarters

    USA

  • Campaign Type

    Lead Generation & Appointment Setting

  • Target Location

    USA-wide

  • Target Industries

    Municipal organizations

  • Target Decision Makers

    Mayors, Municipal Commissioners, IT Director / Manager / Consultant

The Client

The Client has more than a decade of experience in providing easy-to-use web-based case management and tracking system to federal, state and local organizations in the USA. Since its inception in 2003, it has steadily grown and became a trusted software for investigative pursuits.

The Challenge

The case management software expert gained recognition as among the 500 fastest growing startups for 5 straight years which gave them the opportunity to attract more customers. However, as industry competition heightened and the time to market pressed on, their customary course of engagement with potential customers could hardly carry out their goals anymore.

In order to keep up in the competition and prevent possible impact on customer acquisition, customer retention, ROI and a host of other factors, the Client decided to outsource some of its marketing functions. And among the list of firms, they were considering to handle their lead generation campaign, Callbox came out to be their best choice.

DOWNLOAD THE FULL STORY

Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

We keep any info you share with us private and confidential. For more on how we process and protect your data, please review Callbox’s Privacy Policy


Callboxinc.com - B2B Lead Generation Company


Callbox Lead Generation Raised Performance and Profitability for Hong Kong Software Leader in Singapore and Malaysia

Callbox Lead Generation Raised Performance and Profitability for Hong Kong Software Leader in Singapore and Malaysia


  • 60 SQLs

  • 37 Highly-convertible leads completed

  • 87 Qualified prospects requested for information

  • 546 Social media connections


  • Industry

    ERP

  • Location

    Hong Kong

  • Headquarters

    Hong Kong

  • Campaign Type

    Appointment Setting & Lead Generation

  • Target Location

    Singapore & Malaysia

  • Target Industries

    Manufacturing, Oil and Gas, Engineering / Procurement / Construction

  • Target Decision Makers

    IT Manager / Director, Chief Financial Officer, Finance Manager

The Client

The Client provides quality enterprise planning solutions that are custom-made for the Asian market. They offer wide built-in analytics which enables customers to maximize revenue and margins and drive productivity throughout the organization and supply chain.

The Challenge

With a wide coverage of service throughout the Asian region, The Client has become one of the strongest pillars of the software industry, targeting midsize companies and midsize divisions of corporations with ERP software for manufacturing and distribution companies as its focus.

It aims to reduce the costs of software implementation and operation, and improve user experience to become more intuitive and productive. And in order to achieve their targets, they wanted to add more users to boost revenues.

The software leader’s roadmap to success was to collaborate with other business sectors to help them reach their target customers.

  • Focus on high-value accounts and identify target companies in the manufacturing and distribution industries.
  • Identify relevant decision makers in each target account which includes IT Manager/Director, Chief Financial Officer, Finance Manager.
  • Contact and qualify the target decision makers based on the Client’s specified criteria, and set appointments.

DOWNLOAD THE FULL STORY

Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

We keep any info you share with us private and confidential. For more on how we process and protect your data, please review Callbox’s Privacy Policy


Callboxinc.com - B2B Lead Generation Company


Callbox Lead Generation Campaign Accelerated Market Success for SAAS Provider

Callbox Lead Generation Campaign Accelerated Market Success for SAAS Provider


  • 77 SQLs

  • 25 Highly-convertible Leads Completed

  • 103 Qualified Prospects Requested for Information

  • 572 New Social Media Connections


  • Industry

    Software

  • Location

    CA, USA

  • Headquarters

    CA, USA

  • Campaign Type

    Lead Generation & Appointment Setting

  • Target Location

    USA-wide

  • Target Industries

    Ecommerce companies / websites

  • Target Decision Makers

    Business Owners, Ecommerce Managers, IT Manager/Director, Chief Financial Officer, Finance Manager

The Client

The Client is an innovative web-based, for-profit company in America that allows application integration among end-users. They provide workflows that automate the use of web applications together or translate between APIs.

The Challenge

Ecommerce was already in existence when the Client found its place in the industry. The big guys were dominating the scene, enjoying the trend on software integration which businesses were rapidly adopting. Being new in the circle, their first few years in the market were a real struggle.

However, the multi-apps usage sprang issues like systems not syncing, strayed data and high cost of maintenance and developments to get several applications to work well together. The Client knew that they had the solutions to the problem, but what they needed was a tool that can help them massively get these solutions to the doorsteps of their targets in need.

DOWNLOAD THE FULL STORY

Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

We keep any info you share with us private and confidential. For more on how we process and protect your data, please review Callbox’s Privacy Policy


Callboxinc.com - B2B Lead Generation Company


Callbox ABM Lead Generation Campaign Pooled New Clients For HR Leader

Callbox ABM Lead Generation Campaign Pooled New Clients For HR Leader


  • 72 Appointments Set

  • 36 MQLs

  • 342 Requested for Info

  • 97 For Follow-ups

  • 59 Callbacks


  • Industry

    HR

  • Location

    Sydney

  • Headquarters

    Australia

  • Campaign Type

    Lead Generation and Appointment Setting

  • Target Location

    AU-wide

  • Target Industries

    Education and Health, Financial, IT, Public Administration…

  • Target Decision Makers

    HR Director, Manager and relevant HR contacts

The Client

The Client is a premier human capital management solutions provider, and has been servicing Sydney with comprehensive recruitment, education, migration and human resource consulting for over fifteen years. Its wide range of in-demand services and customized advice have helped businesses hire the best-fit candidates.

The Challenge

Competition makes the business matter, but getting ahead in the row and staying relevant in the market can be quite tough when you have a load of challenges to cope. The influx of talent that made it overwhelming for recruiters to choose, lack of speed in the hiring process due to insufficient qualified applicants and out of date strategies were among the major problems that the Client faced.

The need for new tools was incontestable, but the Client forewent the idea as the length of the implementation process might prolong the agony. Nonetheless, they found the best alternative action which is to outsource their lead generation efforts from an expert.

DOWNLOAD THE FULL STORY

Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

We keep any info you share with us private and confidential. For more on how we process and protect your data, please review Callbox’s Privacy Policy


Callboxinc.com - B2B Lead Generation Company


EU Medical Training Leader Spanned Operations in the US Market with Callbox ABM Program

EU Medical Training Leader Spanned Operations in the US Market with Callbox ABM Program


  • 84 Appointments Set

  • 47 MQLs

  • 74 Requested for Info

  • 54 Callback

  • 547 LinkedIn Connections


  • Industry

    Healthcare

  • Location

    USA, EU, ME, ASIA

  • Headquarters

    EU

  • Campaign Type

    Lead Generation and Appointment Setting

  • Target Location

    USA

  • Target Industries

    Medical Schools, Medical Centers & Offices, Hospitals, Government, Health & Physician Clinics

  • Target Decision Makers

    Chief Medical Officer, Chief Clinical Officer, Chief Experience Officer, Directors, Administrators, Managers, Purchasing Leads, Office Managers

The Client

The Client is a pioneer simulation-based medical education provider in Northern Europe and a major global supplier of virtual reality simulators for medical training centers for practice, validation and certification programs across learner types such as students, surgeons, and medical doctors.

The Challenge

The Client serves a broad range of customers in Europe and has kept a strong business relationship with everyone in their client base. Their LapSim and EndoSim programs have given surgeons a platform to acquire fundamental technical skills of keyhole surgery before performing any OR procedure.

However, as new and innovative programs for team or staffed training were launched, plans of expansion followed. The Client decided to bring their medical simulation expertise to the United States. As expected, the job was not easy and they had to start from scratch. Although they have collected much data about the US market and have initially reached out to some prospects, the Client thought they still needed some help as they lacked tools and strategies that would help them reach new targets in a new target location.

DOWNLOAD THE FULL STORY

Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

We keep any info you share with us private and confidential. For more on how we process and protect your data, please review Callbox’s Privacy Policy


Callboxinc.com - B2B Lead Generation Company


Callbox Unleashed Sales Opportunities for Cloud ERP Leader

Callbox Unleashed Sales Opportunities for Cloud ERP Leader


  • 43 Appointments Set

  • 37 Marketing-Qualified Leads

  • 5 Callbacks

  • 548 Social Media Connections


  • Industry

    IT, Software

  • Location

    Singapore

  • Headquarters

    CA, USA

  • Campaign Type

    Lead Generation and Appointment Setting

  • Target Location

    Singapore

  • Target Industries

    Wholesale / Distribution, Retail, eCommerce…

  • Target Decision Makers

    CEO, Managing Director, Financial Controller, CFO, Owner, Accountant

The Client

The Client is a pioneer cloud company that delivers business applications via the internet. They provide ERP and omnichannel commerce software to more than 20,000 customers in over 200 countries.

The Challenge

ERP enables organizations to collect, store, manage and interpret data from different business functions which enhances efficiency and facilitates error-free transactions. These promising benefits however, failed to attract businesses at first because the implementation process requires changes in existing business processes which may also disrupt business rules, data semantics, and decision centers.

Being fully aware of the market’s reaction to ERP, the Client came up with a holistic three-phase approach that comprised consulting, implementation and support. Moreover, they partnered with Callbox in order to best position the product’s value proposition to target customers.

DOWNLOAD THE FULL STORY

Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

We keep any info you share with us private and confidential. For more on how we process and protect your data, please review Callbox’s Privacy Policy


Callboxinc.com - B2B Lead Generation Company


Callbox’s ABM Program Delivered 100+ Appointments To Pittsburgh-based Software Development Company

Callbox’s ABM Program Delivered 100+ Appointments To Pittsburgh-based Software Development Company


  • 111 Appointments Set

  • 29 Leads Completed

  • 63 Callbacks


  • Industry

    IT, Software

  • Location

    Pittsburgh, PA

  • Headquarters

    Pittsburgh, PA

  • Campaign Type

    Appointment Setting

  • Target Location

    Pennsylvania, Ohio, West Virginia

  • Target Industries

    All industries with $10M to $2B revenue, 10 to 499 employees, with 2 to 30+ PCs

  • Target Decision Makers

    CIO, IT Manager, SR Development Manager, PIC of the Software Development in the company

The Client

The Client is a Pittsburgh-based software development company, providing improvement, business integration, and business intelligence to a variety of businesses, local governments, non-profit organizations, and startups. They have the expertise to meet every client’s needs from mobile applications, web development, custom systems for startup ideas or simple consulting for upgrading systems.

The Challenge

The software development expert has been providing business intelligence and integration solutions since 2006. Since then, it has built a roster of happy clients and a large library of their success stories.

In 2016, the BI landscape transitioned into easy-to-use, fast, agile and trusted modern platforms and an uptick in cloud-based BI, which the client had to cope with. Along with the innovation, a change in the buyers’ purchase behavior was also seen. In order for the Client to keep up with internal upgrades while keeping their customer base on track and increasing, they decided to outsource their sales and marketing functions to Callbox.

DOWNLOAD THE FULL STORY

Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

We keep any info you share with us private and confidential. For more on how we process and protect your data, please review Callbox’s Privacy Policy


Callboxinc.com - B2B Lead Generation Company


Callbox Boosts Event Turnout for Cloud Provider, Hands Over 1,000+ New Prospects

CASE STUDY



Callbox Boosts Event Turnout for Cloud Provider, Hands Over 1,000+ New Prospects


THE CLIENT



Callbox-Boosts-Event-Turnout-for-Cloud-Provider-Hands-Over-1000-New-Prospects-The-Client

HIGHLIGHTS
  • Carried out 3 successful event marketing campaigns for the Client
  • Generated 353 total registered event attendees
  • Added 1,050 new prospects to the Client’s pipeline

ABOUT
The Client is a San Francisco, CA-based software company that provides cloud computing solutions to enterprise and business users. The Client primarily offers an on-demand customer relationship management (CRM) platform, where subscribers store customer data, track sales opportunities, and collect customer insights.

The Client also develops other subscription-based solutions for meeting businesses’ needs throughout the customer life cycle, as well as provides a full suite of development integration services.

Founded in 1999, the Client now remains the clear leader in the CRM space with a 20% market share. As of 2017, The Client has around 30,100 employees across its global offices and annual revenues of more than $8.4 billion.


THE CHALLENGE



As a leading brand in the CRM market, the Client regularly organizes and hosts in-person events throughout different parts of the world. These tradeshows and conferences, including its annual flagship event, typically draw huge numbers of attendees and receive extensive media coverage.

For its Asia-Pacific calendar, the company had a series of live events lined up for 2017. These events—which were scheduled for January, April, and July—would showcase the Client’s insights on how top-performing marketers succeed with customer-centric strategies driven by digital tools.

The Client planned to host each of the events in both Singapore and Hong Kong, targeting CMOs, marketing directors, sales directors, marketing managers, and other persons in charge of marketing and sales at organizations based in the two cities. The three events included separate programs for SMB and mid-market/general business (MMGB) audiences.

The company partnered with Callbox after being introduced by one of Callbox’s long-time clients in the software space. The Client intended to add targeted, one-on-one outreach into the event promotion mix, and wanted to see how Callbox’s Call-to-Invite package would be able to help boost registrations for its January event.

The initial campaign’s results met the company’s expectations, and The Client decided to work with Callbox for the April and July live events.


THE CALLBOX SOLUTION



A Call-to-Invite campaign was planned for each of the three events. The three campaigns combined email outreach and live phone conversations to engage attendees and prospects throughout the event cycle.

STEP 1. LAYING DOWN THE GROUNDWORK

Prior to the start of each campaign, callbox closely worked with the Client to thoroughly prepare for the Call-to-Invite activities:

  1. Hand-picked and briefed the campaign team, which included calling agents and email specialists
  2. Created the Client’s account on Pipeline, Callbox’s lead management platform, and integrated The Client’s event partner Revolution 360 into the loop
  3. Developed the campaign collaterals, including email templates and call scripts which were reviewed by the Client
  4. Compiled the target list based on the Client’s ideal attendee profile (table below shows record counts for all three campaigns)

Callbox-Boosts-Event-Turnout-for-Cloud-Provider-Hands-Over-1000-New-Prospects-COUNT-A

Callbox-Boosts-Event-Turnout-for-Cloud-Provider-Hands-Over-1000-New-Prospects-COUNT-B

STEP 2. CONTACTING AND INVITING POTENTIAL ATTENDEES

The pre-event outreach cadence started one month prior to each scheduled conference. The Callbox team segmented potential attendees according to location (Singapore or Hong Kong), business size (SMB or MMGB), and target industry.

  1. Launched the pre-event cadence with initial email invites
  2. Followed up the initial emails with phone calls and another batch of targeted email send-outs
  3. Helped contacts complete the registration process
  4. Called up registered attendees two days before the event to confirm attendance

STEP 3. FOLLOWING UP AFTER THE EVENT

To maximize conversions, Callbox executed a post-event follow-up cadence after each conference.

  1. Sent a personalized thank-you email two days after the event
  2. Contacted attendees in order to screen them as qualified opportunities
  3. Reengaged registered attendees who were not able to attend as well as reached out to other contacts in the campaign

RESULTS



Going into each campaign, the Client focused on the number of registered attendees as the primary KPI to gauge the Call-to-Invite campaign’s success. The following table summarizes the number of registered attendees from the three campaigns:

Callbox-Boosts-Event-Turnout-for-Cloud-Provider-Hands-Over-1000-New-Prospects-RESULTS

In addition, the three campaigns also generated 1,050 new prospects for the Client. This consisted of 394 follow-ups and 656 requests for information.

The Client was very pleased with the results of the three Call-to-Invite campaigns. The first campaign exceeded their expectations that they increased the number of calling seats for the March-April and June-July campaigns. The company has also decided to continue partnering with Callbox for its upcoming Asia-Pacific events.



B2B Events Firm Gets Solid Registrations from Long-Term Partnership with Callbox

CASE STUDY



B2B Events Firm Gets Solid Registrations from Long-Term Partnership with Callbox


THE CLIENT



B2B-Events-Firm-Gets-Solid-Registrations-from-Long-Term-Partnership-with-Callbox-client

HIGHLIGHTS
  • Launched multiple successful campaigns for Asia’s largest B2B events organizer
  • Generated 1,207 registered attendees for one of the Client’s trade shows
  • Handed off a total of 1,249 warm prospects and 2,771 profiled contacts

ABOUT
The Client is a London, UK-based B2B events organizer with a portfolio of in-person exhibits, tradeshows, and conferences across various industries worldwide. The company also offers web and banner advertising services, B2B broadcasting and data services, as well as digital and print media services.

Founded in 1918, the CLIENT is widely considered to be one of the largest B2B events coordinator today, with 70 offices in 20 countries. THE CLIENT currently operates in two main service segments: one for events, and the other for general marketing services. The company is subdivided into three geographic units: Americas, Asia, and EMEA.

As of 2017, the CLIENT has over 3,500 employees and has reported annual revenues of more than $1.3 billion.


THE CHALLENGE



Since 2014, one of Singapore’s major professional and industry events organizer has been working with Callbox to help promote several of their B2B events in Asia.

When the Singaporean event company was acquired by the Client in 2016, Callbox remained the organization’s official marketing partner tasked with handling their portfolio of high-profile tradeshows and conferences, including:

EVENT A – An annual event billed as Asia’s largest conference for professionals and businesses in the global telecommunications industry that typically draws more than 40,000 attendees

EVENT B – A biennial trade event for the food and hospitality industry that features exhibitors from 70 countries and attracts more than 47,000 visitors

EVENT C – An annual international event that highlights trends in the professional audio, film, digital media, and broadcasting industries

EVENT D – A leading trade event and conference held every two years that showcases Asia’s oil and gas industry, attended by more than 18,000 visitors

EVENT E – A biennial industry event for Asia’s machine tools, precision engineering, and metalworking sectors that generates more than 12,00 attendees in event turnout

EVENT F – A paid, annual event that focuses on IT security and cyber threats, widely considered as the top InfoSec industry conference in Asia

While each event has its own unique requirements, the key challenge is to connect with the right number and the right kind of attendees to impact event turnout. Also, with so many live projects lined up in its calendar, the CLIENT faces very tight time tables to prepare and generate enough buzz for each event.


THE CALLBOX SOLUTION



Throughout its four-year partnership with the CLIENT and its Singapore subsidiary, Callbox planned and launched an end-to-end event marketing campaign for each of the live event mentioned earlier. With the exception of the infosec-focused conference, Callbox has ran multiple campaigns for each of these events.

Each campaign centered around using targeted outreach through a mix of different marketing channels (phone, email, and social media) to engage attendees and prospects at key points in the event process.

A. Setting up the campaigns

Before each campaign began, Callbox and point persons from the CLIENT worked out a campaign plan and completed the needed preparations.

  • THE CLIENT was assigned a campaign team that handled all aspects of the event marketing activities.
  • THE CLIENT reviewed the call scripts, email templates, and other campaign materials prepared by Callbox.
  • THE CLIENT also provided the list of target attendees which Callbox would update and profile (the next figures show record counts and target industries for each list):

B2B-Events-Firm-Gets-Solid-Registrations-from-Long-Term-Partnership-with-Callbox-records

B. Profiling and screening potential attendees

One month prior to each event, the team started the pre-event outreach activities. Aside from sending out invites, completing registrations, and confirming attendees, the Callbox team also scrubbed and cross-checked the target attendee list.

Since database profiling played a crucial role in each campaign’s success, Callbox devoted a great deal of time and resources to thoroughly validate and enrich each database record through desktop research combined with email and phone verification.

  1. THE CLIENT wanted the campaigns to focus on driving online pre-registrations and to collect deeper intelligence on each potential attendee.
  2. For the paid infosec event, Callbox coordinated with reps from the Client’s subsidiary to handle contacts who wanted to find out more about payment details and other information.
  3. The machine tools/precision engineering campaigns focused exclusively on data profiling.

C. Following up and converting prospects

The post-show re-engagement phase of each campaign was launched two days after the event. This step began with a personalized thank-you email and continued with a series of follow-up phone calls.

  1. Callbox prioritized registered attendees who came to the shows, and the team also reconnected with other prospects.
  2. Each contact was thoroughly screened based on the CLIENT’s requirements before hand-off.
  3. Throughout each campaign, the CLIENT kept track of each prospect’s status through Pipeline CRM.

RESULTS



In all, the campaigns generated the following results in terms of registered attendees and other KPIs:

B2B-Events-Firm-Gets-Solid-Registrations-from-Long-Term-Partnership-with-Callbox-results

To date, the CLIENT continues to partner with Callbox for targeted promotion of its in-person events. Callbox will be handling pre-event and post-event outreach for all upcoming conferences and exhibits hosted by the CLIENT in Asia.



B2C FinTech Startup All Set to Grow Active Users for Flagship App

CASE STUDY



B2C FinTech Startup All Set to Grow Active Users for Flagship App


THE CLIENT



ABOUT
The Client is a pre Series A FinTech startup based in Singapore that provides a P2p remittance platform developed primarily for migrant workers in Singapore and Hong Kong. Its flagship app processes an average of $1 million in users’ money transfers to their home countries in Southeast Asia each month. The startup has so far raised $2.2 million in funding after three seed rounds.



TARGET INDUSTRIES
Consumers

TARGET PROSPECTS
Migrant Workers

TARGET AREAS
Singapore


THE CHALLENGE



With more FinTech startups joining Southeast Asia’s growing P2P remittance market, players in this space are turning to more proactive customer acquisition strategies to sustain their growth momentum.

Having secured $2.2 million in seed funding and handling more than $1 million in monthly remittance transactions, the Client seeks to expand the number of active users of its flagship app. Currently, the company’s online P2P money transfer platform caters mainly to migrant workers sending money to Southeast Asian countries such as the Philippines and Indonesia.

The company maintains an in-house database of prospects collected through its list-building initiatives and opt-in campaigns. But as the list steadily grew, the company’s sales team has only been able to convert only a small percentage of the prospects into sales opportunities.

The problem came down mainly to reps not being able to promptly follow up on enough leads, leaving a huge number of potential customers practically uncontacted. Plus, many of the prospects that got contacted turned out to be a poor fit with the company’s target customer profile.

It was clear the Client needed more manpower to handle the tasks of initially contacting and screening prospects. Accordingly, the company decided to outsource much of these activities to a third-party provider and let their reps focus on the final steps in the conversion process.

HIGHLIGHTS
  • Launched a successful, long-term pre-qualification and appointment setting project for a SG-based FinTech startup
  • Exceeded campaign targets in terms of booked sales appointments and completed leads handed off to the Client
  • Enriched and improved the quality of the Client’s marketing database through thorough data profiling
CAMPAIGN RESULTS

CS_FIN_B2C-FinTech-Startup-All-Set-to-Grow-Active-Users-for-Flagship-App-results


THE CALLBOX SOLUTION



The Client chose Callbox because of the latter’s experience in B2C financial services and its track record of implementing integrated phone and email outreach campaigns which closely matched the company’s specific requirements.

A plan was drawn up for a one-month campaign that would run each January or February to coincide with the company’s seasonal sales activity. As of writing, the project has completed two full months and is currently in its third. Each campaign involves three key steps:

Step 1: Profiling the Client’s in-house list

  • Callbox’s data research team checked and verified each record in the Client’s prospect list.
  • The list was thoroughly scrubbed, then duplicate and incomplete records were appropriately processed.
  • The first month’s list was exported into Callbox Pipeline, while the second month’s campaign exclusively used data in the Client’s own CRM.

Step 2: Pre-qualifying each contact

  • The team followed an outreach cadence that initiated contact with email touches and then engaged warm prospects through live phone conversations.
  • These interactions achieved the two-fold objective of deepening awareness of the Client’s offer and qualifying potential leads for the company’s reps.
  • The Client also gave Callbox access to its proprietary creditworthiness calculator to help the team identify which prospects qualified for their cash advance promo.

Step 3: Following up and nurturing leads

  • The campaign’s outreach cadence also included a sequence of additional email and phone touches to follow up and keep leads engaged.
  • Appointments were confirmed via phone call to ensure leads show up for their meeting with the Client’s reps.
  • The added touches also provided the Callbox team with more opportunities to gather crucial marketing intelligence about the prospects.

RESULTS



The project has now wrapped up a total of two campaign months, with the first campaign completed in January of 2017 and the second in February last year. Based on the KPIs specified by the Client at the outset, the project has so far produced very good results: 201 booked appointments and 67 completed leads.

The Callbox team was also able to profile 2,147 records from the Client’s in-house list and maintained response rates of 31% for phone calls and 17% for emails throughout the two campaigns.

The Client continues to partner with Callbox, and the project is about to launch its third full campaign month.