Gartner Research

Need-Based Prospecting Process (ClearFish*)

Published: 26 February 2019

ID: G00411650

Analyst(s): Financial Services Business Leader Research Team

Summary

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

Overview

Solution Highlights

Objective

Business Context

Solution Overview

Cross-Validation of Data

Credit Product Status and Need Identification

Direct Mailing

Prospecting Tool

Results

Recommendations

About This Research

Recommended by the Authors

Presentation Deck

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