Conversion above 90% in Fintech

Inside Sales and the Commercial Allies Program: these are the two fronts that Scooto’s Sales Operations team works on for a major digital bank.

The first front is direct sales to the bank’s hot lead base, while the second offers specific clients a program of benefits and financial advantages for those who refer and bring in new account holders.

In the Inside Sales operation, Scooto’s team has converted more than 97% in recent months. In other words, the Scooteiras’ activation work meant that inactive customers began to move their credits. This is what Mariana Martins, General Manager of Operations, explains.

Juliana Pedrozo, Project Manager at Scooto, points out that the team of Scooteiras, in addition to offering the Allies Program to the segmented public designated by Scooto’s clients, has the mission of keeping them engaged after they join.

“It’s common for customers to cool off after their initial motivation. Our mission is to work on a flow of activation and reactivation of these customers, reminding them of the benefits and advantages of the program so that the strategy is sustainable for the Bank,” explains Juliana.

Even in the face of this challenge, the Project Manager celebrates the good results that the operations have achieved:

“Today we’re delivering a high conversion rate, and we’re also hitting the targets set through strategies that have been tested and approved by us.”

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