Client Overview
The client is a global leader in customer analytics services and AI solutions, providing advanced technology to Fortune 500® companies. Their goal is to empower decision-making through AI, engineering, and data integration, helping organizations solve complex challenges and drive growth. They specialize in data strategy, customer experience, and cognitive automation to improve operational efficiency and business outcomes.
Business Challenge
The client, a leader in customer analytics services and AI solutions, sought to expand its reach in North America and Europe. They partnered with Beyond Codes to set up appointments in key sectors such as Banking & Finance, Insurance, Retail, Consumer Packaged Goods (CPG), and Manufacturing. The objective was to launch an aggressive campaign to connect with key influencers and decision makers in high-priority accounts.
Key Offerings Pitched:
- Advanced Analytics
- Customer Experience
- Data Strategy and Governance
- Data Warehousing
- Big Data Solutions
- Cognitive Automation
- Conversational AI & Text Analytics
- Software Engineering & Design
- Robotic Process Automation (RPA)
- AI/ML Solutions
Our Approach
To address the client’s needs, Beyond Codes followed a comprehensive approach:
- Training and Industry Expertise: Ensuring all resources were well-trained on industry trends, domain knowledge, and the client’s offerings.
- Customized Messaging: Tailored Go-To-Market messaging based on the client’s unique value proposition.
- Targeted Outreach: Personalized emails and LinkedIn approaches were crafted to ensure precision.
- No Cold Calling: A research-driven model was employed for outreach, avoiding cold calls and focusing on high-value connections.
- Discovery Process: A refined process targeted the right prospect profiles within CIO, CFO, CMO, CTO, CDO, and CCO offices.
- Collaborative Feedback Loop: Close involvement of lead generators, trainers, quality analysts, and the relationship manager. Feedback from the outreach was continuously provided to the client for message optimization.
- Ongoing Engagement: Regular discussions with the client to fine-tune messaging and ensure campaign success.
Logos Targeted- (some examples)
Outcomes
Beyond Codes successfully delivered over 100 meetings within 12 months, establishing critical connections with decision makers in the client’s target sectors. The campaign resulted in significant progress toward business closures and further advancements in the sales pipeline:
- 100+ Meetings Delivered within 12 months.
- 60% of meetings were set up at key conferences.
- 25% of engagements advanced to the next stage in the sales pipeline.
- 04 business closures secured, including partnerships with major companies like HSBC (US and APAC), Legal & General (UK), and Zurich Insurance.
- 02 units deployed to manage the client’s outreach program.
Conclusion:
Beyond Codes played an instrumental role in helping the client expand its presence in North America and Europe, establishing valuable relationships with decision makers in the banking, finance, and insurance sectors. By refining the outreach approach and ensuring consistent, high-quality engagement, the client was able to drive meaningful growth and secure new business.
