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“LeadSquared has completely transformed how we manage and convert leads. Solutions like workflow automation have drastically cut down our turnaround time and significantly boosted our sales conversion rates. It’s become an essential tool for our sales and marketing teams.”
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Decision Making
Processes
Agent Efficiency
RatnaaFin Capital Pvt Ltd is an RBI registered Non-Banking Finance Company (NBFC) with the sole intention to provide customized financial solutions for growing needs of MSMEs. With their core expertise in corporate finance, they handle mergers and acquisitions, raise capital, and provide strategic advisory services.
As an organization with over 500 employees, RatnaaFin wanted to bring structure to their everyday processes to reduce TAT, empower sales teams with the right sales execution tools for better conversion rates, and create impactful customer experiences. This led them to seek solutions that help bring those fixes.
Here’s what their initial challenges looked like before implementing LeadSquared:
1. Broken lead flows with manual lead management
2. Relatively slower sales conversions
3. Lack of real-time insights on leads to plan a sales outreach
4. Frequent errors due to manually oriented tasks
RatnaaFin has emerged as a new-age NBFC in India by tackling these business challenges with LeadSquared!
RatnaaFin stays ahead of the game with LeadSquared’s leak-proof lead capture. Every ad, every social media interaction – it’s all captured, ensuring RatnaaFin connects with every interested prospect.
Once the lead is captured, workflows like lead distribution are automated to allocate leads to sales agents based on different logic like round-robin, agent performance, language preferences, regions, etc.
This helps streamline back-end operations and drastically reduces turnaround time in reaching out to prospects.
With LeadSquared’s activity management, RatnaaFin gets an insight into the real-time engagements of the lead. This can include activities like opening an email campaign, requesting a demo, viewing a landing page, and other such examples. It can help sales users communicate with context in their next outreach.
RatnaaFin drives relevant engagement and timely targeted marketing campaigns through LeadSquared’s marketing automation solution. It helps them create dynamic and static recipient lists based on multiple filters, add visual elements to make a campaign appealing, and much more. These campaigns can further be scheduled according to a preferred time.
LeadSquared now enables RatnaaFin to identify quality leads, the extent of buyer intent, and act on leads that may be closer to converting as customers. This helps accelerate sales conversions. Within the bracket of lead prioritization, lead scoring helps score every lead based on their activities, therefore signifying how engaged they are with the brand.
RatnaaFin taps into LeadSquared’s ecosystem of connectors (third-party service providers) like IVR integration, dialers, lead-gen websites like JustDial, Sulekha, etc, for enhanced convenience and easier processes, therefore helping them to unify processes on one platform.
Reports are the foundation for better decision-making, whether it’s identifying the best-performing lead source, or understanding the breakdown of the revenue. With LeadSquared’s reports, RatnaaFin has the ability to get a bird’s eye view of organizational performance or trickle down to every agent’s performance.
After working with multiple CRMs in the market, RatnaaFin adopts LeadSquared as their go-to CRM solution. With day-to-day operations running on LeadSquared for the last three years, they’ve been consistently achieving greater efficiency and fostering cross-functional collaboration across the organization.
Here’s how RatnaaFin has restructured processes to make them more efficient, data-driven, and impactful:
Not only have these results helped the organizational aspects within but have also positively impacted RatnaaFin’s customers!
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