Convoy chooses MeToShow to improve consultants' appointment efficiency

Organization Introduction
Founded in 1993, Convoy Financial Service Limited (also known as Convoy) is the leading Independent Financial Advisor (IFA) in Hong Kong. With the largest consulting force in Hong Kong, Convoy is recognized for her independent advice and comprehensive product portfolio. Being an ISO9001:2000-registered quality services company with strong research and support services, Convoy aims to provide the best-value financial planning consultancy and services to her customers.

The Challenge
Cold calling was the main way for Convoy consultants to approach potential customers. However, without an effective means to show and share related information instantly, Convoy consultants found it difficult to get an appointment with prospect over a phone conversation. Even if prospective customers agreed to make an appointment, consultants still needed to spend extra time traveling in meeting the prospects. By then Convoy realized such inefficient communication method had risked the company's profits in the future.

The Solution - MeToShow
After comparing available collaboration products in the market, Convoy chose MeToShow to streamline the communicating channel with customers. MeToShow was integrated in the company's cold-calling process to provide interactive document sharing while consultants talked on the phone. Through live information sharing and interactivity provided by MeToShow, Convoy expected the consultants to improve their communication efficiency with customers.

Soon after the integration, Convoy was delighted to learn that consultants increased the cold-call success rate significantly. Through collaborating in real time, MeToShow not only enabled the consultants to present live product demos to potential customers in cold calling, but also helped them become more interactive in communication and information sharing. With MeToShow, consultants and customers could share information in various formats, such as Office Word, Excel, Power Point, PDF, TIF, JPEG, etc.

Two Convoy consultants would like to share their experiences in using MeToShow:
-  Sindy Leung's Interview
-  Wallace Wong's Interview