
Case Study: Success of a sales campaign in the B2B leasing sector
In today's dynamic business world, where competition in the financial services market is fierce, companies must constantly look for new ways to increase sales and reach the right customers. One sector that requires a precise approach to customer acquisition is B2B leasing. A company specializing in business leases approached us with just such a challenge. Their goal was to increase leasing sales and thus strengthen their position in the market. With years of experience in generating leads and building sales strategies, our agency took on the task. In this article, we present a detailed case study that describes the process of cooperation, from the identification of the profile of the ideal client, through the implementation of activities and the results achieved. The story shows how a well-planned campaign can bring tangible benefits in a short period of time, as well as the importance of a long-term approach to cooperation.
Profile of the ideal customer
Before we started any activities, it was crucial to precisely define the Ideal Customer Profile (ICP). The company that approached us operates in the B2B leasing sector, which means that their customers are companies in need of financing for the purchase of machinery, vehicles, IT equipment or other fixed assets. Based on detailed discussions with the client and an analysis of their existing contracts, we created an accurate picture of their ideal client. Such a client is a medium-sized company with 20 to 100 employees, operating in industries such as transportation, construction, industrial production or logistics services. The company should generate annual revenues of between 5 and 50 million zlotys, allowing it to realize leases of between 100,000 and 2 million zlotys. In addition, the ideal client is a company that has been in business for at least 3 years, which guarantees financial stability and the ability to meet long-term commitments. Location was also an important aspect - we focused on companies from large cities and their surroundings, such as Warsaw, Krakow, Wroclaw, Poznan or Gdansk, where the concentration of such companies is the highest. Finally, a key characteristic of the ideal client was readiness to invest in growth, which manifested itself in the need to modernize the vehicle fleet, purchase new production machinery or expand the IT infrastructure. With such a detailed profile, we were able to effectively target the right audience.
Activities
With the profile of the ideal client clearly defined, we moved on to the implementation of activities. After analyzing the available outreach channels and consulting with the client, we decided to use a call center-based campaign. This type of approach allowed direct contact with potential customers, which is extremely effective in B2B leasing, as purchasing decisions often require detailed conversations and trust-building. The first step was to prepare a call script. The script was designed to be both professional and flexible, allowing consultants to tailor the conversation to the specifics of each company. It included key questions to quickly verify whether a company fit the profile of an ideal client, such as company size, industry, investment needs or growth plans. At the same time, the script emphasized presenting the benefits of leasing offered by our client, such as flexible financing terms, the ability to customize the repayment schedule or a quick decision-making process. The next step was to prepare the database. We used both the data provided by the client and our own resources, which allowed us to create a list of potential customers meeting the ICP criteria. The database was further enriched with information from publicly available sources, such as business registers, which allowed consultants to better prepare for interviews. The call center team consisted of experienced consultants who received training on the specifics of the leasing industry and our client's product. Each call was recorded and analyzed, which made it possible to optimize the script and approach to customers on an ongoing basis. The campaign lasted for a month, during which consultants made thousands of calls, focusing on building relationships and generating interest in the leasing service. In addition, we introduced a system of follow-ups, i.e. re-contacts with companies that had expressed initial interest but needed more time to make a decision. This increased the efficiency of the campaign and ensured that no potential lead was missed.
Results
After a month of intensive activities, the campaign yielded impressive results. We managed to generate 74 high-quality leads, i.e. contacts to companies that expressed interest in the leasing service and met the criteria of an ideal customer. Each lead was handed over to the client's sales team, along with detailed call notes, which facilitated the subsequent sales process. At the moment, out of these 74 leads, 6 have translated into signed leasing contracts, which is a very good result, considering that the sales process in the B2B sector is usually drawn out over time and involves many steps, such as negotiating terms and conditions, analyzing financial capacity and internal approval on the customer's side. It is worth noting that the remaining leads are still in the sales funnel, which means that we can expect further conversions in the coming months. The client expressed full satisfaction with the results achieved, especially with the quality of the leads delivered, most of which were precisely matched to their expectations. Equally important, the cooperation with the client is long-term. We have already recorded success at the start of the campaign, which confirms the effectiveness of our approach and opens the door to further development of joint activities. In the coming months, we plan to continue the Call Center campaign, and are considering introducing additional channels, such as email campaigns and industry webinars, to further increase the number of leads generated and support the client in achieving ambitious sales goals. This case study shows that a well-planned strategy, based on an in-depth understanding of the customer's needs and precise tailoring of activities, can bring tangible benefits even in a short period of time.