Home/Reviews/Call Services & Lead Generation for Software Firm

Leah Kegle

Account Manager

Bentley Systems

Call Services & Lead Generation for Software Firm

They offer a different perspective on how you think to improve your sales.
4.0 / 5.0
3.5/ 5.0

Overall Score

2021-02-12T00:00:00+00:00

Location

Exton, Pennsylvania

Company Size

1,001-5,000

Industry

Software

Project Length

Oct. 2020 - Ongoing

Campaign

Call Services & Lead Generation

View on Clutch

Project Summary

Callbox provides lead generation services for a tech firm. To drive more sales prospects for a construction solution, they call suitable contacts and pass their notes to an internal member to close the deal.

Opportunity & Challenge

Goals

Find and call qualified leads for me so that I could capitalize on them.

Projects & Services

I was hired to drive sales and adoption of a new technology that we’d acquired called SYNCHRO. However, I’m only one person. I needed a company to help fill the gaps ins our marketing research and sales so that we wouldn’t have to hire more internal team members. Their responsibility would be to find and call qualified leads for me so that I could capitalize on them.

Results & Feedback

Outcomes

From a sales side, about 10 of their leads have been converted to opportunities with a dollar value of roughly $150,000. We haven’t closed any deals yet, but we haven’t lost any either. The team also provides what they call marketing-qualified leads, which are leads that help us do more strategic targeting for our specific product.

As far as their professionalism, they’re very consistent. I’ve actually worked for a lead generation company early in my career, so I think they’ve done a quality job compared to my previous training.

Most Impressive

Their eagerness and willingness to keep improving upon the engagement are impressive. It’s not just a one-and-done project where they give us information. Instead, they keep at it to evolve. That’s been one of the stronger aspects of this engagement because it reflects what I’ve seen during the short time that I’ve worked with them. How they go about things is very natural. It’s not like we have to try and teach them anything; they’re just willing to mimic our company culture.

Areas for Improvement

There have been times when they’ve provided feedback on certain accounts that have competitive information without knowing the specifics of that company nor the contacts. But, they’ve been better at incorporating that, so there’s not much information left that we need to ask for.

Outside of that, there isn’t anything drastic that they need to improve upon. We’re three months into this engagement, but you’d think it was six just because of how efficient they are in our processes. Both teams have done a great job to support this engagement. There’s always a sense of urgency and prioritization. They’ve conveyed that what they’re doing for us is important, regardless of whether they have other customers or not.

The Review

They offer a different perspective on how you think to improve your sales.