A large firm of Chartered Accountants based in the North West (a UK Top 50 company).
Corporate finance specialists. Over 20 Partners across two local offices.
To arrange quality appointments between new client prospects and the visiting Partners. During the preliminary calls, other data to be collected includes personal email addresses of significant decision makers. Relevant company details such as size, structure and financial information is also collected and entered onto the database. Mailings are promptly followed with telephone marketing for best effect.