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Revenue.io > 实例探究 > 提高呼叫成功率:金融服务行业案例研究
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Top Financial Services Company Boosts Successful Calls by 43% with Revenue.io

技术
  • 无人机 - 飞行与控制系统
适用行业
  • 建筑物
适用功能
  • 销售与市场营销
挑战
一家主要多户家庭和投资性房地产贷款贷款机构的业务开发团队的对话质量下降,导致 4 个月内成功率下降 5.4%。
关于客户
该客户是一家主要提供多户住宅和投资房产贷款的贷款机构的业务开发团队。
解决方案
Revenue.io 客户成功团队分析了对话数据,以识别成功和不成功呼叫之间的差异。他们发现,成功的通话在对话的早期就包含了关键的发现短语,而以产品和功能为主的语言则在稍后讨论。使用实时对话指导实施了为期两周的试点计划,以改善结果。
运营影响
  • The implementation of the pilot program brought about significant improvements in the operations of the business development team. By using AI-powered conversation guidance, the representatives were able to better structure their calls, leading to more successful outcomes. The time-based notifications helped them to initiate discovery early in the call, switch to an 'advise stage' at the right time, and wrap up the call effectively. This not only improved the success rate of the calls but also likely enhanced the overall customer experience. The positive results from the pilot program indicate the potential for further improvements in the team's operations and success rate with the continued use of the AI-powered conversation guidance.
数量效益
  • The pilot program led to a 43% increase in calls with positive dispositions.

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