Case Study: Research & Ranking (Equity Research firm) achieves 4X sales efficiency with LeadSquared

How the Sales Efficiency of an Equity Research Firm Increased 4X times

Research & Ranking, part of Equentis Wealth Advisory Services, is an equity market research firm in India that helps investors make informed long‑term investment decisions. As their database and operations grew they faced outdated processes—no proper lead management, customer insights, reporting or sales tracking—so they evaluated marketing automation/CRM options and selected LeadSquared.

LeadSquared was implemented for lead management, email campaigns, reporting and website/activity tracking, enabling the team to identify high‑probability prospects and monitor telecalling performance in one place. As a result, Research & Ranking saw a 4X improvement in sales efficiency, faster conversions (qualified prospects converting in about 3–4 days) and consolidated, actionable reports thanks to LeadSquared.

Research & Ranking

Gaurav Goel

Co-Founder and Director