Average conversion rate increased 1.4 times! Improved quality of work and customer satisfaction

Problem

Response delays and coordination errors occur.

Innovation IFA Consulting, Inc. is primarily engaged in the financial products brokerage business and provides asset management consulting services to its clients. Operating primarily in a B-to-C format, the company’s advisors provide clients with investment and insurance advice. However, several issues were highlighted in the business operation. First, the marketing and inside sales departments were burdened with an increasing workload of lead acquisition and appointment coordination. In particular, the inside sales team had to manually perform a series of processes from obtaining appointments with customers to issuing Zoom links, which resulted in a lot of time and effort. In addition, managing the schedules of multiple sales representatives and coordinating their individual calendars was also cumbersome and time-consuming. These inefficiencies led to errors in appointment scheduling, delays in responding to customers, and missed appointments. Furthermore, the design and functions of the existing appointment scheduling tool were not being fully utilized, and there was an urgent need to introduce a more efficient and easy-to-use tool.

Solution

Abundant functions match your company's operations

To solve these issues, Innovation IFA Consulting, Inc. made the decision to implement Jicoo, an automation tool designed to improve the efficiency of marketing and inside sales operations. The deciding factors in our decision to implement Jicoo were its ability to be embedded in a website, linked to advertisements, and assigned by multiple people. Additionally, it can be integrated with CRM tools such as HubSpot, making customer management easier. This eliminates the need for the inside sales team to manually check the schedules of multiple representatives, allowing them to coordinate appointments quickly and accurately. In addition, Jicoo has also automated the publishing of Zoom links, significantly reducing the manual process. As a result, appointment coordination time has been reduced by approximately 60 minutes per person per month compared to the previous tool, enabling more efficient business operations. More time can now be devoted to direct communication with customers, which is expected to improve both operational quality and customer satisfaction.

Benefit

Conversion rate increased 1.4 times along with business efficiency

With the introduction of Jicoo, Innovation IFA Consulting, Inc. has been able to streamline its operations and respond to clients more quickly. In particular, the appointment scheduling process, which was previously manual, has now been automated, significantly reducing the time and effort required. Specifically, Jicoo’s automation functionality has dramatically streamlined the process by which the inside sales team used to visually check multiple sales representatives’ schedules and manually respond when booking appointments with customers. This improvement has doubled the number of interviews per month and enhanced sales efficiency. Additionally, Jicoo’s visually appealing design and its customer-friendly interface, particularly the week view feature on the booking page, have greatly improved the interview conversion rate. In fact, after implementing Jicoo, the average conversion rate increased by 1.4 times compared to the previously used tool. Furthermore, by utilizing automatic reminder emails and seamless integration with HubSpot, the entire workflow has become more efficient, significantly reducing the operational burden. This has allowed the company to increase client outreach and provide high-quality services to a larger number of customers, contributing significantly to business growth. Moving forward, we will continue to increase the number of interviews through efficient bookings with Jicoo and aim to expand sales.