Case Study

Ecofin – Launching New Funds

“ProFundCom has proved to be a versatile product from giving us insight into who is interested in our fund launches to making better sales calls to existing prospects…ProFundCom has directly improved our marketing processes”.

Jill Hodges, Marketing Director- Ecofin

The Problem

Ecofin, who specialise in the global utility and infrastructure sectors decided to launch the China Power and Infrastructure Fund. The sales team at Ecofin needed a process that would generate ‘warm leads’ from their contact lists. This would allow Ecofin to quickly track down interest in the new fund from either existing clients or new prospects – each requiring a slightly different approach.

The ProFundCom Solution

Using ProFundCom, the marketing team were able to assist the sales team by:

  • Rapidly identify interest in the new fund from their contact base
  • Avoid wasting time working with disinterested contacts
  • Quickly establish interest from new prospects
  • Efficiently qualify and progress existing opportunities

ProFundCom was able to provide the sales teams with lists of ‘warm leads’ thereby reducing the time it took to contact people interested in the new fund. Ecofin have also re-engaged some terrific prospects that may have been missed in the short term

Industry

Investment Management

Location

London, New York, Hong Kong and Geneva.

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