Client Context and Key Challenges
A fintech company wanted to re-engage old customers and acquire new leads through an outbound campaign. Facing the challenges in:
- Setting up a scalable, process-driven program for win-back and lead acquisition.
- Ensuring consistent sales tracking and reporting across multiple desks.
- Maintaining quality and compliance in a high-volume calling environment.
Our Solution & Approach
- End-to-End Program Management: Designed and implemented processes for recruitment, sales tracking, and reporting.
- Infrastructure & Technology Support: Provided complete infrastructure and deployed V5 inhouse tech tools for real-time monitoring.
- Daily Reporting & Analysis: Enabled performance dashboards and actionable insights for quick decision-making.
- Quality Assurance: Conducted in-house audits and scoring to maintain compliance and improve conversion rates.
Benefits to Client
- Seamless execution of a structured outbound campaign under a pay-per-desk model.
- High visibility into sales performance through daily reporting and analysis.
- Improved compliance and quality through rigorous audits and scoring.
Business Impact / Achievements
Desks executed with full infrastructure and process support.
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Connected calls per agent per day, ensuring strong engagement.
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Lead acquisition conversion and 24% win-back success rate, driving measurable outcomes.
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Faster reporting cycles with technology-driven dashboards and real-time analysis.
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