Gartner Research

Need-Based Prospecting Process (ClearFish*)

Published: 26 February 2019

ID: G00411650

Analyst(s): Financial Services Business Leader Research Team


To build a more targeted and effective prospecting process, ClearFish’s marketing department created a heavily prescriptive leads management system. Chief marketing executives can use this case study to improve their own prospecting processes.

Table Of Contents


Solution Highlights


Business Context

Solution Overview

Cross-Validation of Data

Credit Product Status and Need Identification

Direct Mailing

Prospecting Tool



About This Research

Recommended by the Authors

Presentation Deck

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