Optima we specialise in data led business generation solutions Talk to us
0870 442 0022
sector services: finance

Its about seeking out and then managing new business opportunities

We have two specific business solutions you should consider subscribing to which will greatly assist your sales and marketing activity.

  1. Lead management - Prospects that contact your organisation and need to be handled professionally and efficiently.
  2. Data management - Prospects you seek out for yourselves for use in direct marketing techniques combined with campaign management follow up solutions.

Lead Management

Lets start with hot sales leads. Those prospects who request literature from your company from whatever source (you web site, by email, or more traditional communication methods - fax, telephone, respond to advertisements) or make an enquiry.

Our role can involve any of the 3 following sales stages:

Firstly - we can act as your collection point for all inbound enquiries - from print media, direct marketing, inbound telephone, fax, exhibitions, web and email. These are captured using our technology, many at original source, avoiding the need for double handling. Leads can be routed to local sales teams / offices / agents if required the same day.

Secondly - we can handle the despatch of literature if needed. We despatch the next working day for enquiries from data capture including a personalised letter. A fast professional service.

Thirdly - ongoing management of leads and pipeline through telemarketing with regular data feeds to your internal system as appropriate. Also receive information on lost business so you understand why an initial enquiry has not materialised into new business.

All data is in a format suitable for import into any CRM system or database. Our online tools help your business understand campaign performance levels, by source, sales area, promotion type and time periods. Our call centre uses call recording so you can 24/7 monitor your lead management service.

Data Management

Our skill is adding value to your data. Our data hosting solution will take your data (from whatever source) and with the use of our outbound telemarketing team, will add valuable demographics to your data enabling you to better target those prospects.

We offer a web based hosted and managed Marketing database solution with secure online access to your data for instant data extracts and counts. So do not worry about disturbing in-house systems, by providing regular data feeds to the hosted service you can use the power of the Optima technology to manage your prospects.

Imagine, being able to select prospects by drilling down into the data or using stoted selection criteria, a data count or extract for a specific sales territories broken down by age group and/or business sectors for your mailing (or emailing).

The web based system is very powerful, allowing you total control over your data and tracking reactions back to campaign. Proving ROI for you and your organisation. If you subscribe to third party data sources for audience transactional data, these can be incorporated into your data selections.

Our account managers will help you identify your target audience / prospects and then working with you we develop an ongoing tailored solution that sensibly enables you to reach your market in a controlled and cost effective manner.

Your existing data assets are likely to be supplemented by carefully selected purchased data to ensure adequate market reach. We have found that many organisations are focused on existing business from existing customers and are missing the bigger market opportunities.

Let us arrange an informal demonstration of the system.

Here is how it works.

We mirror your data from your current data sources - we source code it and build a central Marketing database for your use. The Marketing database receives regular data feeds from your data source (internal or external) and there is no limit to the number of records held.

The system provides cross tabulation reports so we can analyse the strengths and weaknesses in your data 24/7. From this analysis we can help you target and source data to fill in the specific areas of weaknesses. We continually help you building knowledge about your prospects - this is an important business tool - enabling better and more accurate targeting.

You use your Marketing database for direct marketing and monitor the reactions by campaign. Our specialist team can handle the ongoing management of prospects and pipeline through telemarketing and also help manage your marketing data - with regular data feeds to your internal system as appropriate.

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