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.
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
©2021 Gartner, Inc. and/or its affiliates.
All rights reserved.
Gartner is a registered trademark of Gartner, Inc. and its affiliates.
This publication may not be reproduced or distributed in any form without Gartner’s prior written permission.
It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact.
While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information.
Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such.
Your access and use of this publication are governed by Gartner’s Usage Policy.
Gartner prides itself on its reputation for independence and objectivity.
Its research is produced independently by its research organization without input or influence from any third party.
For further information, see Guiding Principles on Independence and Objectivity.