-
Creating a centralised repository for reusability
-
Integrating investment banking (IB) and customer relationship management (CRM) support
-
Facilitating a 20-30% improvement in response rate
CLIENT CHALLENGES
- The client was looking for an alternative outsourcing partner for support on business-development (BD) tasks
- Wanted to deploy resources with an IB research background who understand IB work and could contribute to the CRM and marketing work streams
OUR APPROACH
- Deployed two FTEs to provide BD and CRM support and one FTE to handle general IB tasks and provide formatting support on a block-of-hours basis
- Operated as a pure extension of the onshore team supporting MDs, VPs and associates in the US and Canada offices on marketing and CRM work (BD team) and pitchbook work (IB team)
- Provided support on the following:
- Contact research and validation
- Email testing and domain verification
- Updating information on Salesforce
- Preparing rationale, mailers and teeing-up outreach and follow-up emails
- Activity logs and communication trackers
- Newsletters/market updates
IMPACT DELIVERED
- Integrated IB, CRM and marketing support for faster turnaround of projects across multiple service lines
- Streamlined the process of reaching out to potential targets and following up with them, facilitating a 20-30% improvement in response
- Deployed standard methodologies and a centralised repository to increase reusability, avoid duplicating effort and increase efficiency
- Ensured soft alignment among FTEs for easy transition, to cross-utilise when volumes increase in either the IB or CRM support area
- Deployed the right-skilled and trained resources with experience in IB research and CRM and Salesforce to execute BD tasks
Thank you for sharing your details
Your file will start downloading automatically
If it does not download within 1 minute,
Share this on
