Case Study: Octopus Investments shortens sales cycles and boosts lead qualification with The Telemarketing Company

Octopus Investments - Customer Case Study

Octopus Investments, a fast-growing UK fund management company, wanted to uncover untapped potential among financial advisers beyond its existing network and generate more qualified opportunities without adding management overhead. The Telemarketing Company was brought in to support the lead qualification and lead generation initiative, with an initial six-week proof-of-concept focused on identifying prospects and assessing market penetration.

The Telemarketing Company used a carefully qualified outbound calling campaign, supported by cleansed and enriched adviser data, open-question discovery, and hotkey transfers to Octopus product experts. The approach delivered over 450 results in six months, more than 50% from first calls, exceeded the target of one result every four hours, and generated over 4,500 live conversations along with more than 16,000 data updates for Octopus’s CRM.

Octopus Investments