About the Client
Scripbox is a digital-first wealth management platform offering investment planning and advisory services tailored to India’s emerging affluent population. With a strong digital presence and consistent inbound lead flow, Scripbox aimed to improve its sales productivity by identifying high-potential customers early in the funnel.
Challenge
Despite a growing pipeline, the Scripbox sales team faced two critical hurdles:
High Manual Workload in Pre-Sales
• Inbound leads came with basic contact information — name, phone number, email.
• Sales teams lacked insight into the prospect’s financial background, professional standing, or readiness to invest.
Inefficient Lead Prioritization
• Without deeper intelligence, all leads were treated equally.
• Resulted in wasted effort on low-intent profiles, while high-value prospects risked being overlooked or delayed.
The Solution – Data Enrichment with Revspot
Revspot integrated with Scripbox’s CRM and enriched each lead with 50+ data points using our proprietary consumer graph, including:
• Demographics: Age band, gender, location type
• Professional: Job title, company tier, employment level
• Financial Signals: Income band, credit profile, loan data
• Behavioral & Educational: IIT/IIM/MBA tags, study/work abroad history, consumer behavior signals
Implementation Highlights
✅ Smarter Prioritization
• Sales teams used enriched fields to segment and rank leads by potential, allowing faster routing of premium profiles.
✅ Better Call Prep & Personalization
• Agents approached conversations with richer context, leading to improved rapport, more relevant pitches, and shorter sales cycles.
✅ Automated Lead Scoring Models
• Automated Lead Scoring Models
Key Benefits
Metric
Lead Prioritization
Sales Productivity
CRM Efficiency
Resource Allocation
Sales Conversations
Value
Enabled via 50+ enriched data points
Improved through reduced time-to-context
Enriched profiles auto-tagged for scoring
High-effort shifted to top-tier leads
Became more relevant and outcome-oriented
Conclusion
With Revspot’s data enrichment solution, Scripbox transformed a flat lead list into a smart, prioritized pipeline. This enabled faster outreach, more meaningful conversations, and higher ROI per sales effort, helping their team convert quality leads with sharper focus and greater efficiency.