Texas SaaS Breaks Into Professional Services with AI-Driven Pipeline Generation
Client
- SaaS / Technology
- Texas, USA
- HQ: Austin, TX
Target Market
- North America
- Legal, Accountancy, Management Consultancy,Business Advisory, Financial Services / FinTech
- 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.
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