Case Study on one of the Largest Mutual Fund Company

Sales Funnel, Mutual Fund

 

This strategy  led to a notable rise in sales:

  1. Outstation leads are serviced by a third party logistics company with the required bandwidth & expertise; this supplemented the sales substantially in meeting the 2 SPDs per man-day.
  2. Door step pickup was a unique selling proposition especially for Tier II cities
  3. Cross selling & Up selling on inbound helpdesk enquiries led to increase in potential leads
  4. Real time servicing of online leads such as Website, CHAT, SEM & SMS fetched higher conversion rates.
  5. One stop shop for end-to-end servicing of leads
 
Design: studionv