Finance: Outbound Sales Case Study

Our client is an award winning and emerging player in the fintech space. OneChat was contracted to provide an outbound direct sales team for a customer acquisition campaign, selling our clients suite of financial products and services, as well as cross selling to their existing customer base.



Case details

Client name:
Award Winning Australian Fintech Comany
OneChat Melbourne Contact Centre
Business Solutions, Marketing

What client say

Working with our client we designed a sales strategy that included script design in line with financial compliance requirements, along with a conversational sales approach.

From the data provided our team profiled the propensity to purchase and designed a dialling strategy to suit for maximum return on investment for our client. OneChat designed a tailored training program and facilitated a dedicated sales team. The results were outstanding.

Due to the success of our approach, the team has grown by 300% for the duration of the initial campaign. Consultants utilised their acquired skills to speak directly with key decision makers in our clients required targets. Due to our approach the clients sales targets were exceeded by 84%.

As part of our continuous improvement strategy, we conducted data investigation and provided recommendations to our client on future EDM design, sales strategy and ongoing campaign improvement.

Due to our success our client has now engaged phase 2 of this campaign which will include larger lead volumes and eCommerce management to assist in growing sales via their online channels.

Final Word – Sales & Customer Acquisition Campaigns
Our executive team have worked on campaigns that have been responsible for generating over $2 billion in sales for our clients via inbound and outbound direct sales campaigns, in the financial services and insurance sectors.

With over 40 million customer interactions and counting via Inbound sales, Level 1 tech support, Outbound sales campaigns and customer service calls across multiple products in this sector, you can be sure OneChat can drive revenue, customer engagement and performance for your business .

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