Florida-Based Equipment Finance Firm Gets 99% Accuracy with DEO’s CRM Data Management and Lead Generation Support

Introduction

A leading commercial equipment financing and leasing solutions provider sought to outsource their CRM data entry and management for faster lead generation. Data Entry Outsourced (DEO) provided dedicated resources and used Zoho to manage the client's data, resulting in improved response time and increased business closures.

  • The client's in-house staff struggled with multitasking duties, leading to delayed lead generation.
  • Using Zoho, our team effectively managed the client's data, adhering strictly to our data security policies
  • DEO's Lead generation support enabled the quick turnaround time and high-quality lead generation.


The Client- Prominent Finance and Leasing Solutions Provider

Our client operates in the financial sector, providing commercial equipment financing and leasing solutions. Previously, they managed their data entry in-house but wanted to explore the prospect of outsourcing for superior results. Specifically, they sought to enhance the Turnaround Time (TAT) of lead generation on Zoho immediately after an inquiry was made.

Business Challenges Faced By The Client

The primary challenge faced by the client was their inability to generate leads promptly in Zoho following an inquiry. This dip in lead number was due to the multitasking requirements of their in-house resource, which resulted in delayed responses.

Consequently, lead generation was slow, causing further delays in the sales team's responses to potential clients. The client needed a capable solution provider to generate leads rapidly and accurately.

Why The Client Chose

The client chose Data Entry Outsourced due to our proven expertise in data management, dedication to assigning project-specific resources, and stringent data security policies.

Our proactive approach was demonstrated through a one-week free trial and the promise of tangible results - faster lead generation, high-quality data management, and increased business closures - solidifying the client's decision to partner with us.

Project Workflow

Despite the challenges faced by our team, DEO strategically approached the project execution in a stepwise workflow, ensuring on-time delivery and efficiency. The steps involved in the project execution include:

  • DEO began by understanding the client's needs and challenges. We recognized the need for faster lead generation and more efficient data management.
  • A dedicated resource was assigned to handle the client's requirements. This resource was trained to use Zoho to manage the client's data.
  • Our team initiated a one-week free trial for the project. The dedicated resources demonstrated our ability to deliver the desired results during this trial.
  • Throughout the trial and subsequent data management process, we strictly adhered to our Data Security Policies, ensuring the safety and confidentiality of the client's data.
  • After the successful completion of the trial, the dedicated resource continued to provide high-quality lead generation with a quick turnaround time, allowing the client's sales team to respond more promptly to potential inquiries.
  • With our assistance, the client witnessed an increase in their business closures due to the improved response time to potential inquiries.

Results

Our CRM data entry and management services significantly improved the client's revenue and profitability. We achieved a remarkable 99% accuracy rate and industry-leading turnaround time.

Outsourcing CRM data entry and management to Data Entry Outsourced helped the client accelerate lead generation and improve business performance.

Data Entry Outsourced (DEO) provides expert data management and entry services. With robust experience handling diverse data needs, DEO delivers high-quality, accurate, and timely data solutions. We adhere to stringent data security measures, ensuring the confidentiality and safety of client data, ultimately enhancing business efficiency and profitability.

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