Client Success Story
Callbox Helped SaaS Firm US Expansion

How an Appointment Setting Agency Helped a SaaS Firm Expand in the US

Sales Appointments
164
Marketing Qualified Lead
89
Social Media Connections
513
Industry
B2B SaaS (Cloud Security & Remote Workforce Solutions)
Location
Canada
Headquarters
Toronto, Canada
Campaign Type
Lead Generation, Appointment Setting
Target Location
All over the US
Target Industries
Finance, Healthcare, Legal Services, IT & Managed Services, Government, Consulting, Manufacturing, Education, Retail & E-commerce
Target Contacts
CIOs, IT Directors, Security & Compliance Officers, Procurement Heads, HR & Workforce Management Leaders, Operations Directors, Digital Transformation Leads, Risk & Audit Managers

The Client

The Client is a global SaaS provider specializing in secure remote workforce solutions. Their cloud-based virtual workspace platform enables organizations to securely onboard, manage, and collaborate with remote employees, contractors, and third-party vendors—without traditional VPNs or on-prem infrastructure risks.

The Challenge

The Client aimed to expand its presence in the US SaaS market but faced challenges targeting key decision-makers and generating high-quality leads. Their outreach lacked precision, limiting their ability to engage with high-potential prospects. Connecting with IT leaders and decision-makers required a strategic approach that their existing marketing efforts couldn’t fully support.

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