The Challenge: Managing High-Volume Lead Qualification
Finkargo’s niche business model required a high level of precision in client profiling and segmentation. The challenge included:
- Qualifying 600+ new leads monthly across marketing and institutional channels.
- Managing a database of over 25,000 contacts needing segmentation and prioritization.
- Limited resources, with only 4-5 sales reps handling the lead pipeline.
- Inefficiencies in identifying high-value clients and aligning services with their needs.
Without an automated system, the manual workload was slowing down their ability to act on leads, missing out on opportunities for tailored outreach and better engagement.
The Solution: Leveraging Dapta AI for Scalable Lead Scoring
Using Dapta, Finkargo seamlessly integrated their existing databases with HubSpot to implement a real-time lead qualification system. Key features included:
- Automated Lead Scoring: The AI system evaluated leads based on transport mode (air or sea), import frequency, and economic activity.
- Real-Time Updates: Dapta’s integration provided hourly updates, ensuring sales reps had the latest, most accurate information.
- Enhanced Segmentation: Clients were grouped by industry, import patterns, and country of origin, allowing for hyper-personalized campaigns.
Dapta’s intuitive platform enabled rapid deployment, with the program implemented and tested in just 1.5 months. This allowed Finkargo to prioritize high-potential leads while maintaining high data accuracy.
The Results: Streamlined Workflows and Higher Engagement
- Hyper-Segmentation Success: Segmented email campaigns achieved a 50% response rate, with 4-5 meetings generated from every 20 responses.
- Increased Productivity: Sales reps saved countless hours by focusing only on high-priority leads, enabling more personalized and effective client conversations.