Texas SaaS Breaks Into Professional Services with AI-Driven Pipeline Generation
SQLs
89
MQLs
105
Booth Interactions
268
Industry
SaaS / Technology
Location
Texas, USA
Headquarters
Austin, TX
Campaign Type
Lead Generation, Appointment Setting
Target Location
North America
Target Industries
Legal, Accountancy, Management Consultancy,Business Advisory, Financial Services / FinTech
Target Contacts
Managing Partners, COOs, IT Directors, CFOs, VPs of Operations, Finance Directors
The Client
PracticeEdge Software is a Texas-based SaaS company offering a workflow automation and practice management platform. A new product update targeting Professional Services and Financial Services firms prompted their push into North America.
The Challenge
PracticeEdge was simultaneously launching a new product and entering two verticals — Professional Services and Financial Services — with no existing contacts or brand presence. The internal team had no capacity for cold prospecting, and four committed trade shows had no outreach structure behind them.
