Case history: Financial Services software company

Type of company: Financial Services software company.

Size of company: £500,000.

Challenge: To find growth companies with sales of £1m+ with low profit margins who would potentially be interested in productivity gains via automating financial processes.

Work involved: Creation of specialist Business Lists for 5 target groups (retailers, energy & utilities, insurance, telecomms, chemicals). Use of one-click Growth Analyser function in Alert to analyse each business list to pinpoint targets.

Investment in Alert: £1,500 per annum

Overall investment in the project: £30,000 per year

Outcome: f5% of the firms pinpointed by Alert are being constantly developed into the sales pipeline.

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