ContactDB Lead Generation & Appointment Setting Ensure US Financial Consulting Leader Keep Top Position Despite Technological Innovation

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Appointments
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Convertible Leads
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Qualified Prospects
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Social Media Connections

Industry

Financial Services

Location

Minnesota, USA

Headquarters

Germany

Campaign Type

Lead Generation & Appointment Setting

Target Location

States of California & Mexico

Target Industry

All Industries

Target Decision Makers

CFO, CHR , CEO

About

The Client is an accounting firm headquartered in Australia, and has offices in New Zealand. It is a leader in the accounting and bookkeeping industry, boasting unrivaled experience in delivering Accounting, Bookkeeping, and Self-Managed Super Funds (SMSF) to its partner clients. The Client’s services also address specific pain points of modern accounting practice.

The Challenge

The Client was prompted to adopt digitization by the significant growth in the IT industry, which heralded great changes in the operations and procedures of companies worldwide. Still, in pursuing growth and in continually improving customer experience, the Client deployed new tools and tactics to keep up with innovation. However, adapting to constant innovation required the help and services of third-party providers in giving support to the company’s marketing needs.

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