Case Study

Astir Capital Advisors – Increasing Sales Efficiency and Intelligence

“Put simply ProFundCom gives us the ability to have an interest-led sales and marketing process. We only call people who are interested in the funds we market. Adopting ProFundCom has given us the confidence to expand our business and spot opportunities which would have previously been missed”

Campbell Clark, Founder – Astir Capital Partners

The Problem

Astir Capital Partners markets a number of funds and needed to know exactly who was interested in the funds they were selling and where the cross-selling opportunities were. It also needed to know when prospects had stopped engaging with its emails and web communications. The firm’s sales team were using spreadsheets and manually processing data, wasting valuable time that could have been spent calling potential clients. What’s more, because of the time it took to process data, the information was often out of date by the time the sales team used it.

The ProFundCom Solution

ProFundCom kept Astir Capital’s sales team informed about who was interested in their funds in an up-to-date and immediate way. Every morning, the sales team received a list of prospects, along with their phone numbers, who had accessed information about the funds within the last 24 hours.

Industry

Asset Management

Location

London and New York

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