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Callbox ABM Lead Generation and Appointment Setting Helped US Financial Consulting Leader

Callbox ABM Lead Generation & Appointment Setting Helped US Financial Consulting Leader Cope With Technology Innovation


  • 192 SQLs

  • 44 Highly-convertible Leads Completed

  • 134 Qualified Prospects RFI

  • 716 Social Media Connections


  • Industry

    Financial

  • Location

    MN, USA

  • Headquarters

    Germany

  • Campaign Type

    Lead Generation & Appointment Setting

  • Target Location

    USA

  • Target Industries

    All industries

  • Target Decision Makers

    CFO, CHR, CEO, CIO

The Client

The Client is a leading financial consulting provider that’s been in the business for more than three decades. They offer innovative financial products like asset allocation, insurance, employee benefits, tax planning, wealth management and annuities to thousands of businesses worldwide that help address common financial concerns.

The Challenge

The significant growth in the IT industry has prompted the Client to leverage digitization. They employed new tools and tactics to improve customer experience and achieve business growth. However, the arduous transformation process required help from third-party providers to augment the phase by phase integration and provide support to the company’s marketing needs. With Callbox’s account-based marketing multi-touch, multi-channel lead generation and appointment setting strategies, the financial leader found a way to fittingly cope with the rapid evolution in the finance industry.

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Callbox Account-Based Marketing Lead Generation Campaign Formed New Partnerships for Global Information Services Leader

Callbox Account-Based Marketing Lead Generation Campaign Formed New Partnerships for Global Information Services Leader


  • 90 Appointments

  • 48 Requests for more Info

  • 99 Follow-ups

  • 138 Callbacks

  • 48 Potential Leads


  • Industry

    IT

  • Location

    Australia

  • Headquarters

    Netherlands

  • Campaign Type

    Lead Generation & Appointment Setting

  • Target Location

    Vietnam, Indonesia, Philippines

  • Target Industries

    Bank, Insurance, Financial Institutions

  • Target Decision Makers

    C-suites, VPs, Directors, Marketing Managers, Head of Marketing, Channel Partner Managers, Sales Directors/Managers

The Client

The Client is a leading global information services company, combining deep domain knowledge with intelligent technology, delivered through vital insights and sage tools which enable healthcare, tax finance, legal and regulatory professionals become more efficient and effective.

The Challenge

As the future of work is evolving fast, the Client remains focused on accelerating its value as a trusted global information services leader that provides expert solutions which enables organizations to make the right decisions, improve strategies and build better judicial and regulatory systems. This served as an opportunity for the client to expand its services across regions through channel partners, and the best way to find these targets was to work with a marketing solutions company who can provide both the data and the tools required to help them reach the right partners in their target regions – Callbox.

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Callbox Accomplished Smooth Application Transition for Global IT Distribution Leader

Callbox Accomplished Smooth Application Transition for Global IT Distribution Leader


  • 72 Appointments

  • 103 Requests for Info

  • 78 Follow-ups

  • 51 Callbacks

  • 546 Social Media Connections


  • Industry

    IT/Software

  • Location

    Singapore

  • Headquarters

    USA

  • Campaign Type

    Lead Generation and Appointment Setting

  • Target Location

    Singapore, Australia

  • Target Industries

    Utility Sectors

  • Target Decision Makers

    CIO, CTO, CEO, CFO, IT Director/Manager

The Client

The Client is a huge distribution firm of IT products and supply chain, serving businesses around the globe for more than 30 years with its vast infrastructure mainly focusing on cloud, mobility, technology lifecycle supply chain and relevant technology solutions.

The Challenge

The Client has a broad customer and partner base that seemed to be set in stone, but such did not exempt them from experiencing financial slides. The major shakeout was a business disruption due to application transition to replace aging legacy systems in the APAC region. The Client dispatched hundreds of system integrators who conducted consultation meetings with prospects, and hired Callbox as their marketing arm to set meetings between their consultants and customers.

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Callboxinc.com - B2B Lead Generation Company


US Network Performance Management Leader Conquers the APAC Market

US Network Performance Management Leader Conquers the APAC Market


  • 45 Face-to-Face Appointments

  • 15 Phone Appointments

  • 105 Requests for Info

  • 98 For Follow-Up

  • 561 Social Media Connections


  • Industry

    Software

  • Location

    Singapore

  • Headquarters

    USA

  • Campaign Type

    Lead Generation and Appointment Setting

  • Target Location

    Singapore, Malaysia

  • Target Industries

    Commercial Enterprises, Managed Service Providers and Government

  • Target Decision Makers

    IT Manager, IT Director, CIO, CTO, Municipal Commissioners

The Client

The Client is a network performance management software leader that empowers organizations to monitor and manage the performance of their IT environments regardless of type, size and complexity.

The Challenge

The Client was already an established provider of a range of software solutions to a large number of high-profile companies in the US when it decided to enter the Asia Pacific market, and chose to establish its regional office in Singapore.

In order to build a strong and extensive customer base, they looked for a marketing partner who could work out an effective marketing strategy for them and who could ensure target customers that their solutions are effective, reliable and efficient. Someone who is familiar with the APAC market and has rich experience in generating leads. Callbox.

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Appointment Setting Success for Case Management Software Highflier

Appointment Setting Success for Case Management Software Highflier


  • 56 Face-to-Face Appointments

  • 62 Go-to Meetings

  • 107 Requested for More Information

  • 576 New Social Media Connections


  • Industry

    Software

  • Location

    USA

  • Headquarters

    USA

  • Campaign Type

    Lead Generation & Appointment Setting

  • Target Location

    USA-wide

  • Target Industries

    Municipal organizations

  • Target Decision Makers

    Mayors, Municipal Commissioners, IT Director / Manager / Consultant

The Client

The Client has more than a decade of experience in providing easy-to-use web-based case management and tracking system to federal, state and local organizations in the USA. Since its inception in 2003, it has steadily grown and became a trusted software for investigative pursuits.

The Challenge

The case management software expert gained recognition as among the 500 fastest growing startups for 5 straight years which gave them the opportunity to attract more customers. However, as industry competition heightened and the time to market pressed on, their customary course of engagement with potential customers could hardly carry out their goals anymore.

In order to keep up in the competition and prevent possible impact on customer acquisition, customer retention, ROI and a host of other factors, the Client decided to outsource some of its marketing functions. And among the list of firms, they were considering to handle their lead generation campaign, Callbox came out to be their best choice.

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Callbox Lead Generation Raised Performance and Profitability for Hong Kong Software Leader in Singapore and Malaysia

Callbox Lead Generation Raised Performance and Profitability for Hong Kong Software Leader in Singapore and Malaysia


  • 60 SQLs

  • 37 Highly-convertible leads completed

  • 87 Qualified prospects requested for information

  • 546 Social media connections


  • Industry

    ERP

  • Location

    Hong Kong

  • Headquarters

    Hong Kong

  • Campaign Type

    Appointment Setting & Lead Generation

  • Target Location

    Singapore & Malaysia

  • Target Industries

    Manufacturing, Oil and Gas, Engineering / Procurement / Construction

  • Target Decision Makers

    IT Manager / Director, Chief Financial Officer, Finance Manager

The Client

The Client provides quality enterprise planning solutions that are custom-made for the Asian market. They offer wide built-in analytics which enables customers to maximize revenue and margins and drive productivity throughout the organization and supply chain.

The Challenge

With a wide coverage of service throughout the Asian region, The Client has become one of the strongest pillars of the software industry, targeting midsize companies and midsize divisions of corporations with ERP software for manufacturing and distribution companies as its focus.

It aims to reduce the costs of software implementation and operation, and improve user experience to become more intuitive and productive. And in order to achieve their targets, they wanted to add more users to boost revenues.

The software leader’s roadmap to success was to collaborate with other business sectors to help them reach their target customers.

  • Focus on high-value accounts and identify target companies in the manufacturing and distribution industries.
  • Identify relevant decision makers in each target account which includes IT Manager/Director, Chief Financial Officer, Finance Manager.
  • Contact and qualify the target decision makers based on the Client’s specified criteria, and set appointments.

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Callbox Lead Generation Campaign Accelerated Market Success for SAAS Provider

Callbox Lead Generation Campaign Accelerated Market Success for SAAS Provider


  • 77 SQLs

  • 25 Highly-convertible Leads Completed

  • 103 Qualified Prospects Requested for Information

  • 572 New Social Media Connections


  • Industry

    Software

  • Location

    CA, USA

  • Headquarters

    CA, USA

  • Campaign Type

    Lead Generation & Appointment Setting

  • Target Location

    USA-wide

  • Target Industries

    Ecommerce companies / websites

  • Target Decision Makers

    Business Owners, Ecommerce Managers, IT Manager/Director, Chief Financial Officer, Finance Manager

The Client

The Client is an innovative web-based, for-profit company in America that allows application integration among end-users. They provide workflows that automate the use of web applications together or translate between APIs.

The Challenge

Ecommerce was already in existence when the Client found its place in the industry. The big guys were dominating the scene, enjoying the trend on software integration which businesses were rapidly adopting. Being new in the circle, their first few years in the market were a real struggle.

However, the multi-apps usage sprang issues like systems not syncing, strayed data and high cost of maintenance and developments to get several applications to work well together. The Client knew that they had the solutions to the problem, but what they needed was a tool that can help them massively get these solutions to the doorsteps of their targets in need.

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Callbox ABM Lead Generation Campaign Pooled New Clients For HR Leader

Callbox ABM Lead Generation Campaign Pooled New Clients For HR Leader


  • 72 Appointments Set

  • 36 MQLs

  • 342 Requested for Info

  • 97 For Follow-ups

  • 59 Callbacks


  • Industry

    HR

  • Location

    Sydney

  • Headquarters

    Australia

  • Campaign Type

    Lead Generation and Appointment Setting

  • Target Location

    AU-wide

  • Target Industries

    Education and Health, Financial, IT, Public Administration…

  • Target Decision Makers

    HR Director, Manager and relevant HR contacts

The Client

The Client is a premier human capital management solutions provider, and has been servicing Sydney with comprehensive recruitment, education, migration and human resource consulting for over fifteen years. Its wide range of in-demand services and customized advice have helped businesses hire the best-fit candidates.

The Challenge

Competition makes the business matter, but getting ahead in the row and staying relevant in the market can be quite tough when you have a load of challenges to cope. The influx of talent that made it overwhelming for recruiters to choose, lack of speed in the hiring process due to insufficient qualified applicants and out of date strategies were among the major problems that the Client faced.

The need for new tools was incontestable, but the Client forewent the idea as the length of the implementation process might prolong the agony. Nonetheless, they found the best alternative action which is to outsource their lead generation efforts from an expert.

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EU Medical Training Leader Spanned Operations in the US Market with Callbox ABM Program

EU Medical Training Leader Spanned Operations in the US Market with Callbox ABM Program


  • 84 Appointments Set

  • 47 MQLs

  • 74 Requested for Info

  • 54 Callback

  • 547 LinkedIn Connections


  • Industry

    Healthcare

  • Location

    USA, EU, ME, ASIA

  • Headquarters

    EU

  • Campaign Type

    Lead Generation and Appointment Setting

  • Target Location

    USA

  • Target Industries

    Medical Schools, Medical Centers & Offices, Hospitals, Government, Health & Physician Clinics

  • Target Decision Makers

    Chief Medical Officer, Chief Clinical Officer, Chief Experience Officer, Directors, Administrators, Managers, Purchasing Leads, Office Managers

The Client

The Client is a pioneer simulation-based medical education provider in Northern Europe and a major global supplier of virtual reality simulators for medical training centers for practice, validation and certification programs across learner types such as students, surgeons, and medical doctors.

The Challenge

The Client serves a broad range of customers in Europe and has kept a strong business relationship with everyone in their client base. Their LapSim and EndoSim programs have given surgeons a platform to acquire fundamental technical skills of keyhole surgery before performing any OR procedure.

However, as new and innovative programs for team or staffed training were launched, plans of expansion followed. The Client decided to bring their medical simulation expertise to the United States. As expected, the job was not easy and they had to start from scratch. Although they have collected much data about the US market and have initially reached out to some prospects, the Client thought they still needed some help as they lacked tools and strategies that would help them reach new targets in a new target location.

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Callbox Successfully Backed Up Market Launch for Leading Software’s Recovery Platform, Resulting in a 2-Year Partnership

Callbox Successfully Backed Up Market Launch for Leading Software’s Recovery Platform, Resulting in a 2-Year Partnership


  • 415 SQLs

  • 112 Highly-convertible leads completed

  • 167 Qualified Prospects Requested for Information


  • Industry

    IT, Software

  • Location

    FL, USA

  • Headquarters

    FL, USA

  • Campaign Type

    Appointment Setting

  • Target Location

    All over the US

  • Target Industries

    Manufacturing, Retail, Medical, Government (excluding Schools)

  • Target Decision Makers

    CIOs, IT Director, IT Managers, CFO, CEO, CIO; Purchasing

The Client

The Client is an IT leader in Tampa, Florida, providing innovative solutions to help companies adapt to the fluid nature of IT infrastructure. They specialize in automated PC repair, self-healing operating system repair, imaging, and secure hard drive wipe.

The Challenge

Shaving off time to market, leading customers and proving viability are few of the challenges that companies face when launching a new product.

When the Client launched its newly acquired platform from a company buy-out, they thought of finding, using better marketing tools and strategies that would keep them from facing conventional issues, and outsourcing a sales and marketing solutions provider was a clever idea.

They needed someone with valuable experience in B2B lead generation who has the right tools and channels to lead customers into their product. Callbox right-fitted the Client’s requirements.

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Callbox Unleashed Sales Opportunities for Cloud ERP Leader

Callbox Unleashed Sales Opportunities for Cloud ERP Leader


  • 43 Appointments Set

  • 37 Marketing-Qualified Leads

  • 5 Callbacks

  • 548 Social Media Connections


  • Industry

    IT, Software

  • Location

    Singapore

  • Headquarters

    CA, USA

  • Campaign Type

    Lead Generation and Appointment Setting

  • Target Location

    Singapore

  • Target Industries

    Wholesale / Distribution, Retail, eCommerce…

  • Target Decision Makers

    CEO, Managing Director, Financial Controller, CFO, Owner, Accountant

The Client

The Client is a pioneer cloud company that delivers business applications via the internet. They provide ERP and omnichannel commerce software to more than 20,000 customers in over 200 countries.

The Challenge

ERP enables organizations to collect, store, manage and interpret data from different business functions which enhances efficiency and facilitates error-free transactions. These promising benefits however, failed to attract businesses at first because the implementation process requires changes in existing business processes which may also disrupt business rules, data semantics, and decision centers.

Being fully aware of the market’s reaction to ERP, the Client came up with a holistic three-phase approach that comprised consulting, implementation and support. Moreover, they partnered with Callbox in order to best position the product’s value proposition to target customers.

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Callbox’s ABM Program Delivered 100+ Appointments To Pittsburgh-based Software Development Company

Callbox’s ABM Program Delivered 100+ Appointments To Pittsburgh-based Software Development Company


  • 111 Appointments Set

  • 29 Leads Completed

  • 63 Callbacks


  • Industry

    IT, Software

  • Location

    Pittsburgh, PA

  • Headquarters

    Pittsburgh, PA

  • Campaign Type

    Appointment Setting

  • Target Location

    Pennsylvania, Ohio, West Virginia

  • Target Industries

    All industries with $10M to $2B revenue, 10 to 499 employees, with 2 to 30+ PCs

  • Target Decision Makers

    CIO, IT Manager, SR Development Manager, PIC of the Software Development in the company

The Client

The Client is a Pittsburgh-based software development company, providing improvement, business integration, and business intelligence to a variety of businesses, local governments, non-profit organizations, and startups. They have the expertise to meet every client’s needs from mobile applications, web development, custom systems for startup ideas or simple consulting for upgrading systems.

The Challenge

The software development expert has been providing business intelligence and integration solutions since 2006. Since then, it has built a roster of happy clients and a large library of their success stories.

In 2016, the BI landscape transitioned into easy-to-use, fast, agile and trusted modern platforms and an uptick in cloud-based BI, which the client had to cope with. Along with the innovation, a change in the buyers’ purchase behavior was also seen. In order for the Client to keep up with internal upgrades while keeping their customer base on track and increasing, they decided to outsource their sales and marketing functions to Callbox.

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Callboxinc.com - B2B Lead Generation Company