Multi-channel prospecting: 22 appointments in 9 days for Omedom

Objectives

Promote OMEDOM Pro, a SaaS solution for centralized asset management, to wealth management firms.
Qualify CGP's interest in a digital solution to optimize client asset management and improve their commercial relationship.
Present the benefits of digitalization to structure and automate customer portfolio management.
Generate qualified appointments with CGPs interested in digitizing their wealth management processes, and offer them a demonstration of the tool.

Background

ReCom supported Omedom in its B2B development strategy, targeting independent asset management firms. Initially positioned on the BtoC market, Omedom has extended its offer to wealth management professionals, enabling them to optimize their customer relations and multiply their business opportunities.

Sector of activity

Wealth management and digitization of financial processes.

Target

Design offices, architects, carpenters, metalworkers, glaziers and building and civil engineering contractors.

Type of campaign

Multichannel 1 day/week

What we have implemented

→ Segmentation and qualification of contacts: Creation of a base of companies targeted according to their activity and their relevance to Omedom solutions.

→ Provision of a dedicated Business Developer.

→ Automated email campaigns combined with telephone reminders.

→ Using LinkedIn and setting up Sales Automation campaigns to engage prospects before making telephone contact.

→ Alternate phone calls and micro-emailings to maintain regular contact with prospects and prioritize prospecting actions.

→ Regular meetings with Omedom to analyze results and adjust strategy.

→ Restitution of the file with issues of calls to enable the co-founders to make follow-ups.

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