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Field Force Case Study

Sales Appointment Setting at Events

App Design and Development for Financial Services Company with 90,000+ Seasonal Employees

iPhoneiPad

How Lextech Helped

  • Observed bottlenecks in existing process; paper-based collection tool and follow up calls to set appointments resulting in lower appointment conversions
  • Developed iPhone and iPad apps to give sales staff freedom to schedule appointments and collect prospect data at community events

Thrive At Work

  • Increased accuracy of and ability to measure effectiveness of marketing spend on events
  • Increased volume of appointment setting potential

More of the work

Same vertical, or the same kind of friction.

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