Early Stage Business Development:  Collateral Management Software 

The client based in Dublin was looking to take their proposition for a single source for collateral data to cross section of large and medium sized commercial banks in the US Commercial Banking market with a target of achieving qualified leads 

Country/Region:

USA

Client Product:

Collateral Management 

G2M Service:

Early Stage Business Development

Category:

Banking

Requirements

G2M Demand Generation experts were targeted with outreaching to relevant decision makers in the credit, risk and lending functions with the aim of explaining a complex but compelling proposition and set up sales opportunities and demonstrations for the clients product specialists in Dublin.

Approach

The team worked to populate the client CRM with over 200 specifically relevant prospects at 20 target organisations.  Then made calls to the key decision makers to pitch a single source for collateral data to cross section of large and medium sized commercial banks in the US with a target of achieving qualified leads. 

Results

G2M experts produced meetings and qualified sales opportunities within tier-one organisations the client wanted to do business with including Deutsche Bank, American Express, Discover Bank, Citibank and Capital One, as well as a number of longer term opportunities across market. Due to the success of the initial pilot the client extended the campaign to be an annual retainer, with G2M working as an extension of the sales and marketing team to help grow pipeline and opportunities in the US market.