Dalton Strategic Partnership Build Confidence for their Sales Team

“ProFundCom provides Dalton Strategic Partnership with the intelligence to know who are interested in our funds and how our sales team are best placed to engage with them. ProFundCom's lead nurturing program has delivered the right intelligence at the right time to both our sales and marketing team.”

Magnus Spence COO & Business Development at Dalton Strategic Partnership

The Problem

Dalton Strategic Partnership has a large universe of contacts that are regularly updated on fund performance and market commentary. Of these contacts they are all in difference stages of the fund investment process and they needed to be efficiently targeted with the right communications at the right time.

The ProFundCom Solution

Using the advance reporting capabilities of ProFundCom, a lead scoring process was created. The lead scoring process determined the lead ranking which ultimately defined ownership, follow-up action and type of communication. Criteria such as contact function, role, company size, and industry all determined the qualification score.

The return on investment was seen in an improved and more efficient sales process and also by making the sales team more effective through more focussed prospecting.

“At Dalton Strategic Partnership we have given our sales team the confidence to call prospects knowing that we are not wasting their time and ultimately our time …”

Business Profile

Dalton Strategic Partnership is an independent, global investment management firm dedicated to enhancing and preserving our clients’ capital. We achieve this through our Global Asset Allocation portfolios, our private client services and the Melchior range of funds.

Industry

Investment Management

Location

London, Hong Kong and Mumbai.

Website

www.daltonsp.com