Background

“We had no one to help us generate and follow up with the leads, nor did we have marketing CRM experience (client CRMs yes… but nothing of Conversionly class)”

The Process

We were initially unsure about implementing systems for handling lead generation and follow-up, so we started cautiously by integrating a system to handle outbound telemarketing operations. As we grew comfortable and realized the system’s effectiveness and reliability, we expanded its use into several aspects of our business operations.

Our primary system for managing outbound processes has proven to be incredibly efficient in maintaining high-volume call activity, while its robust design allows it to handle the variability and complexity of telemarketing campaigns. As new business pressures mounted, we discovered that the same system could also seamlessly manage inbound client calls, calendar management, and even backup support for new account processing.”

The Results

Prior to Conversionly, our systems were operating at a pace of 120-150 new advisory clients a year. After fully integrating Conversionly’s system for automation and lead management, we’ve brought on over 450 new clients in just the last 30 days, all while using only a small fraction of the technology’s full capabilities.

That is a 375% increase in just 30 days! Highly encourage and strongly recommend Conversionly!”