Tag Archive for: case-study-software-products

US Network Performance Management Leader Conquers the APAC Market

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.

The Callbox Solution

Callbox designed a multi-touch, multi-channel account-based marketing lead generation and appointment setting campaign for the network performance management leader. The campaign was closed in a two-term contract which utilized voice, email and social media channels, which opened doors in the APAC region to the Client.

The campaign objective was for the Callbox team to generate potential leads and set appointments with interested prospects based on the Client’s target specifications – target decision makers who expressed the need for network performance monitoring, network configuration management, database performance analysis and web performance monitoring.

Below is the three-step campaign process:

Account Research and Selection

  1. The Client specified their target industries, location and decision makers.
  2. Callbox refined the Client’s ideal customer profile (ICP) which served as a basis for identifying qualified accounts.
  3. Callbox came up with a list of potential contacts to target which was reviewed and approved by the Client.

Account and Prospect Profiling

  1. The Client provided buyer persona profiles of the prospects that they want the outbound campaign to target. The profiles consisted of detailed demographic and firmographic segmentations.
  2. Buyer personas were identified as the campaign’s primary targets: IT Manager, IT Director, CIO, CTO, Municipal Commissioners.
  3. The master contact list was segmented based on these personas, and was further grouped according to industry type.

Results

Overall, the two-term ABM Lead Generation and Appointment Setting campaign produced a total of 45 face-to-face appointments, 15 phone appointments, 105 requests for information, 98 for follow-ups, 41 for callback, and 561 social media connections.

Appointment Setting Success for Case Management Software Highflier

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 become 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.

The Callbox Solution

Based on the Client’s requirements, Callbox designed an account-based management lead generation and appointment setting campaign. It was packed in a two-term deal which composed of three work phases:

Account Research and Selection

  1. The Client wanted to target municipalities that were either currently evaluating or open to evaluating within the given timeframe, and must have a budget in place or open to pricing proposals.
  2. The target account specifications were further detailed into prospects with a need for an upgrade or purchase for a case management application.
  3. Callbox accomplished the target account list from its in-house database.

Account and Prospect Profiling

  1. The Client’s specific decision makers: Mayors, Municipal Commissioners, IT Director/Consultant.
  2. Most qualified accounts are those that have a need and a test budget.
  3. Profiled records were submitted to the Client for approval.

Multi-touch, Multi-channel Outreach

  1. Prospective buyers were contacted based on their needs, evaluation and purchase timeframe, and budget.
  2. All qualified prospects were nurtured via phone, email, and LinkedIn to maximize engagement and response.
  3. Each nurture path set for every qualified prospect was carried out in multiple touches, with automated engagement and one-on-one interaction combined.

Results

Overall, the two-term ABM lead generation and appointment setting campaign produced a total of 56 sales appointments, 257 MQLs and 576 new social media connections.

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

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.

The Callbox Solution

Callbox closely worked with the Client and tailored a campaign suited to their needs. A six-month term appointment setting and lead generation campaign was closed which composed the following three work phases:

Callbox closely worked with the Client and tailored a campaign suited to their needs. A six-month term appointment setting and lead generation campaign was closed which composed the following three work phases:

Account Research and Selection

  1. Qualified accounts must have a budget in place, the person in authority must express a need for upgrade and timeframe.
  2. The target account specifications were further detailed into prospects with a need for ERP modules specifically financial management.
  3. Callbox accomplished the target account list using an in-house database.

Account and Prospect Profiling

  1. The Client pointed out four buyer personas or authorities: evaluator, influencer, recommender, approving-authority
  2. Most qualified companies are those with a test budget of at least USD100,000; or, no budget, but currently evaluating.
  3. Profiled records were submitted to the Client for approval.

Multi-touch, Multi-channel Outreach

  1. Prospective buyers were contacted based on budget, authority, need, and timeframe.
  2. All qualified prospects were nurtured via phone, email and social media paths to maximize engagement and responses.
  3. Each nurture path set for every qualified prospect was carried out in multiple touches, with automated engagement and one-on-one interaction combined.

Results

The six-month Appointment Setting and Lead Generation campaign produced a total of 60 appointments (sales-qualified leads), 37 leads completed (highly convertible leads that require further nurturing), 87 requested for more information (qualified prospects who need more time to review) and 546 social media connections.

Callbox Lead Generation Campaign Accelerated Market Success for SaaS Provider

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.

The Callbox Solution

Callbox closely worked with the Client and tailored a campaign suited according to their requirements. A two-term lead generation campaign was closed which composed three work phases:

Account Research and Selection

To guarantee the quality of data to be used in the campaign, the list underwent thorough customer profiling, which involved manually validating and verifying each database record and field.

  1. The Client wanted to target companies that were either currently evaluating or within a six month period, and has in place or projected budget for the upgrade.
  2. The target account specifications were further detailed into prospects with a need for a SAAS based solution.
  3. Callbox accomplished the target account list using an in-house database.

Account and Prospect Profiling

With its award-winning lead generation expertise, Callbox was well-positioned to help the client meet the two main challenges brought on by its recent rebranding program. In a nutshell, the lead generation activities of the campaign included:

  1. The Client pointed decision makers: Business Owners, Ecommerce Managers, IT Manager/Director, Chief Financial Officer, Finance Manager
  2. Most qualified companies are those with a test budget and currently evaluating.
  3. Profiled records were submitted to the Client for approval.

Multi-touch, Multi-channel Outreach

  1. Prospective buyers were contacted based on the need, timeframe, and budget.
  2. All qualified prospects were nurtured via phone, email, and LinkedIn to maximize engagement and response.
  3. Each nurture path set for every qualified prospect was carried out in multiple touches, with automated engagement and one-on-one interaction combined.

Results

Overall, the two-term Appointment Setting campaign produced a total of 77 appointments (sales-qualified leads), 128 marketing-qualified leads and 572 new social media connections.

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

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.

The Callbox Solution

Callbox customized a multi-touch, multi-channel account-based marketing campaign for the Client. It’s a marketing package of voice, email, and LinkedIn which helped realize the Client’s goals. They signed a two-term proposal for appointment setting and lead generation programs.

The Callbox team was to generate leads based on the Client’s target specifications and set face to face meetings with qualified decision makers who were interested to have their team or organization undergo training. The campaign involved three key steps:

Account Research and Selection

  1. The Client specified their target industries and decision makers.
  2. Callbox refined the Client’s ideal customer profile (ICP) which served as a basis for identifying qualified accounts.
  3. Callbox then came up with a list of potential contacts to target, which was reviewed and approved by the Client.

Account and Prospect Profiling

  1. The Client provided buyer persona profiles of the prospects that they want the outbound campaign to engage in. The profiles consisted of detailed demographic and firmographic segmentations.
  2. Buyer personas were identified as the campaign’s primary targets: Chief Medical Officer, Chief Clinical Officer, Chief Experience Officer, Directors, Administrators, Managers, Purchasing Leads, Office Managers
  3. The master contact list was segmented based on these personas, and was further grouped according to the type of institution.

Results

Overall, the Lead Generation and Appointment Setting campaign produced a total of 94 appointments set, 47 marketing qualified leads, 74 requested for more information, 68 for follow-ups, 54 for callbacks, and 547 LinkedIn connections.

The success of the US campaign caused the Client to start operations in other regions like Asia and the Middle East.

Callbox Backed Up Market Launch for Software Recovery Firm, Resulting in a 2-Year Partnership

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

The Callbox Solution

Callbox designed an Account-Based Marketing Lead Generation & Appointment Setting campaign which consisted of:

  • Account-Based Multi-Channel Lead Management via Voice, Email, Chat, Web and Social Media
  • Sales Enablement & Support with Training, Setup and Back Office Sales Support
  • Tools & Subscriptions to Callbox Pipeline and HubSpot CRMs
  • Account Management with Strategy Building, Reporting and Product Knowledge

THE GOALS

  • The Callbox team was to set appointments between the Client’s sales team and qualified prospects
  • Keep the contact list well-profiled 
  • Manage the Client’s social media connections

The campaign involved two key steps:

Account Research and Selection

  1. The Client specified target industries and relevant contacts
  2. Callbox worked out the Client’s ideal customer profile (ICP) which served as a basis for identifying qualified accounts
  3. Callbox then compiled a list of potential contacts to target, which was reviewed and approved by the Client

Account and Prospect Profiling

  1. The Client provided buyer persona profiles of the prospects that they want the outbound campaign to engage. The profiles consisted of detailed demographic and firmographic segmentations
  2. The buyer personas designated as the campaign’s primary targets were CIO, IT Director, IT Manager, CFO, CEO, Purchasing Officer
  3. The master contact list was segmented based on these two personas, and was further grouped according to industry type

Results

Overall, the twenty four-month Appointment Setting campaign produced a total of 415 Sales Qualified Leads, 112 Marketing Qualified Leads and 167 Requests for Information.

Callbox Unleashed Sales Opportunities for Cloud Computing Pioneer

The Client

The Client pioneered the Cloud Computing revolution, establishing the world’s first company dedicated to delivering business applications over the Internet. Currently, they provide an integrated business solution that includes cloud-based financials/ERP, and omni-channel commerce software that runs the business of more than 26,000 customers worldwide.

Lines of Business
ERP, Accounting Software, Global Business Management, CRM, Human Capital Management, Professional Services Automation, Omnichannel Commerce, Analytics & Reporting

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 customers at first because the  implementation process required changes in the current business scheme which could likely disrupt business rules, data semantics, and decision centers.

Being fully aware of the market’s initial reaction to ERP, the Client came up with a holistic three-phase approach that comprised consulting, implementation and support to gradually implement the change, and took marketing alternatives to best position the product’s value proposition to target customers.

The Callbox Solution

Introducing a product or implementing a new system in a business would require educating the targets about its features, benefits, and the possible effects during transition or integration. So, the Callbox team customized an Account-based Marketing Lead Generation & Appointment Setting program that would effectively carry out the Client’s marketing plan. The campaign consisted of:

  • Account-Based Multi-Channel Lead Management via Voice, Email, Chat, Web, Social Media, and Webinar
  • Sales Enablement & Support which included Product Training, Account Setup, and Back Office Sales Support
  • Tools & Subscriptions to the Callbox Pipeline and HubSpot CRM
  • Account Management with Strategy Building, Reporting and Product Knowledge

The Goals

  • The Callbox team was to generate potential leads based on the Client’s target specifications, decision makers who expressed pain points on their current system, and are interested to discuss. 
  • To set appointments with qualified prospects for the Client’s sales consultants.
  • Maximize social media channels to build more brand awareness and connections.

Below is the two-step campaign process:

Account Research and Selection

  • The Client specified their target industries, location, and decision makers.
  • Callbox refined the Client’s ideal customer profile (ICP) which served as a basis for identifying qualified accounts.
  • Callbox came up with a list of potential contacts to target, which was reviewed and approved by the Client.

Account and Prospect Profiling

  • The Client provided buyer persona profiles of the prospects that they want the outbound campaign to target. The profiles consisted of detailed demographic and firmographic segmentations.
  • Buyer personas were identified as the campaign’s primary targets: Ceo, Managing Dir, Financial Controller, CFO, Owner, Accountant
  • The master contact list was segmented based on these personas, and was further grouped according to industry type.

Results

Overall, the Lead Generation and Appointment Setting campaign produced a total of 43 sales appointments set, 37 marketing qualified leads, 85 requested for more information, 96 for follow-ups, 95 for callback, and 548 social media connections.

Software Development Firm Bagged 100+ Leads with Callbox ABM

The Client

The Client is a software development and consulting firm, providing improvement, business integration, and business intelligence to a variety of industries, local governments, non-profit organizations, and startups.

Lines of Business
Customer Software Development, Business Technology Assessments, Software Requirements Engineering, Staffing Augmentation, Extending Software Life, Mobile Workforce Solutions, Document & Content Management, Project Outsourcing, Data Management Solutions

The Challenge

The Client has been providing business intelligence and integration solutions for nearly two decades. Their expertise on mobile application, web development, custom system to accommodate startup ideas, and consulting advice on upgrades for existing or outdated software enabled them to build a roster of happy clients and a large library of success stories overtime.

The Client believes in the constant improvement and integration of methods to meet the specific needs of their customers which includes both internal innovations and external alliances with other industry experts, and outsourcing sales and marketing methods.

Example scenarios are the innovation in the BI landscape and the uptick in cloud-based BI which affected the buyers’ purchase behavior.

The Client found these changes quite challenging as they needed to run internal system upgrades before they can roll out the same for their customers, and needed to outsource lead generation strategy to help them engage both current and future clients.

The Callbox Solution

Callbox designed an Account-Based Marketing Lead Generation and Appointment Setting campaign for the Client which consisted of:

  • Account-Based Multi-Channel Lead Management which included Voice, Email, Web, Chat, Social Media and Webinar
  • Sales Enablement & Support that includes Team Training, Account Setup, and Back Office Sales Support
  • Tools Utilization & Subscriptions to Callbox Pipeline and HubSpot CRM
  • Account Management with Strategy Building, Reporting, and Product Knowledge

Below is the two-step campaign process:

Account Research and Selection

  1. The Client specified their target industries, location, and relevant contacts.
  2. Callbox refined the Client’s ideal customer profile (ICP) which served as a basis for identifying qualified accounts.
  3. Callbox came up with a list of potential contacts to target, which was reviewed and approved by the Client.

Account and Prospect Profiling

  1. The Client provided decision maker profiles of the prospects that they want the outbound campaign to target. The profiles consisted of detailed demographic and firmographic segmentations.
  2. Relevant contacts that were identified as the campaign’s primary targets were CIO, IT Manager, Senior Development Manager, PIC of Software Development.
  3. The master contact list was segmented based on these personas, and was further grouped according to industry type.

Results

Overall, the nine-month campaign delivered a total of 111 Sales Qualified Leads, 1,939 MQLs and 219 Social Media Connections.

Callbox Caused Significant Pipeline Growth for Cybersecurity Lead

The Client

The Client is one of the trusted names in cybersecurity in the IT industry. They are a team of bold malware hunters, software engineers, and security industry veterans, and their innovative technology has been awarded six patents since inception.

The Challenge

Apart from market expansion, the Client also needed to further educate their target customers that their anti-malware tool does more than just removing known viruses, but can isolate and remove trojans, block or flag malware, and detect threatening files and behaviours that are common in viruses.

Although they regularly send out news and updates about their product and never miss to hold webinars and in-person events, the cybersecurity leader still opted to hire a third-party provider to help them speed up information dissemination to target customers and generate appointments to grow their sales pipeline.

The Callbox Solution

Callbox designed an Account-Based Marketing Lead Generation and Appointment Setting campaign which consisted of:

  • Account-Based Multi-Channel Lead Management which included Voice, Email, Chat, Web, and Social Media.
  • Sales Enablement & Support that provided Staff Training, Account Setup, and Back Office Sales Support.
  • Tools & Subscriptions to the Callbox Pipeline and HubSpot CRM.
  • Account Management with Strategy Building, Regular Campaign Reporting, and Continuous Product Knowledge.

The Goals

  • The Callbox team was to generate leads, and set either zoom or face to face meetings with qualified decision makers. 
  • Manage the Client’s database by keeping the accounts well-profiled and updated.

The campaign involved two key steps:

Account Research and Selection

  1. The Client specified their target industries, location, and decision makers.
  2. Callbox refined the Client’s ideal customer profile (ICP) which served as a basis for identifying qualified accounts.
  3. Callbox came up with a list of potential contacts to target which was reviewed and approved by the Client.

Account and Prospect Profiling

  1. The Client provided buyer persona profiles of the prospects that they want the outbound campaign to target. The profiles consisted of detailed demographic and firmographic segmentations.
  2. The campaign’s target prospects were IT Director, CTO, CIO, Desktop Manager, IT Security Manager, Security Architect, CISO, Desktop Administrator
  3. The master contact list was segmented based on these personas and was further grouped according to industry type.

Results

Overall, the Lead Generation and Appointment Setting campaign produced a total of 80 Sales Qualified Leads, 218 Marketing Qualified Leads, and 242 Social Media Connections.

ABM-Focused Campaigns Double Sales Opportunities for Managed Cloud Firm

The Client

The Client is an Austin, TX-based company that provides managed cloud solutions tailored for the security, middleware, and database needs of enterprise customers. The Client primarily targets organizations operating in industries with complex regulatory and compliance requirements.

The Challenge

The Client, an Austin, TX-based managed cloud services provider with Fortune Global 500 customers in a number of countries worldwide, wanted to expand its market presence much closer to home with an intensified push for increased market share in over a dozen U.S. states.

With the help of its newly launched ABM program, the company has already made some progress toward this planned expansion. Their ABM effort has so far added 97 candidate strategic accounts into their pipeline after a full year of implementation.

The Client, however, understood they needed to scale this up in order to make their funnel numbers work. They aimed to apply a tiered approach at selecting accounts during the program’s second year.

Under their tier-based ABM strategy, the company segments accounts into two main tiers according to how potential companies match the target customer profile:

  • Tier 1 Accounts:  Best-fit companies requiring hyper-targeted, market-of-one engagement
  • Tier 2 Accounts:  The rest of their target accounts that still require targeted and personalized messaging but not a market-of-one approach; consists of two further sub-segments based on industry group

In order for their internal team to exclusively focus their time and resources on selling to Tier 1 accounts, the Client planned to let a B2B marketing service provider handle the top-of-funnel activities for the Tier 2 segment.

The Goals

  • Increase the quantity and quality of target accounts in all Tier 2 sub-segments
  • Navigate each target account’s org chart to identify all relevant decision makers
  • Initiate contact and set the stage for the Client’s reps to convert and close promising prospects

The Callbox Solution

The Client chose Callbox after being referred by one of their top customers, who also happened to be a long-time Callbox partner.

Since the Client wanted to target the two sub-segments under their Tier 2 account category, Callbox designed an Account-based Marketing Lead Generation & Appointment Setting campaign which consisted of:

  • Multi-Channel Lead Management which utilized Voice, Email, Web, Chat, Webinar, and Social Media
  • Sales Enablement & Support that covered Team Training, Account Setup, and Back Office Sales Support
  • Tools & Subscriptions to Callbox Pipeline and HubSpot CRM
  • Account Management with Strategy Building, Reporting and Product Knowledge

Account Research and Selection

  1. Initially, the campaign targeted manufacturing and distribution companies with enterprise compute workloads that were already running or in need of being migrated to the Cloud.
  2. Next, the team reached out to financial services and insurance firms that needed all workloads to be transferred to the Cloud.

Account and Prospect Profiling

  1. The campaign targeted three main buyer groups in each account: influencers (CEOs and Managing Directors), technical buyers (CIOs and CTOs), and economic buyers (CFOs).
  2. The Client provided additional information on past deals to refine the target buyer profiles under each decision-maker group.
  3. Each entry in the account and prospect lists was thoroughly checked by a database QA team and had to be approved by the Client before being used in the two campaigns.

Multi-touch, Multi-channel Outreach

  1. The campaign followed a unique lead nurture path and personalized messaging strategy for each of the three decision-maker groups.
  2. A data-driven outreach cadence that combined phone, email, and LinkedIn touches was developed and executed for each lead nurture path.
  3. Pipeline, Callbox’s own CRM and marketing automation tool, served as  the main hub of the campaign, where activities were orchestrated and the project was managed.

Results

The Account-based Marketing Lead Generation & Appointment Setting campaign showed very effective use of outreach channels and touches, and delivered 144 Marketing Qualified Leads, 185 Requested for Information, 114 Follow-ups, 143 for Callback, 551 Social Media Connections.

These results suitably exceeded the Client’s expectations. This is why the Client has expressed interest in tapping Callbox to handle its future ABM outreach campaigns.

Gym Software Firm Gets Pipeline in Shape After 3-Month Callbox Program

The Client

The Client develops and provides membership management software designed for fitness clubs and wellness centers. The company targets gym facilities of all sizes, as well as single-location and multi-site fitness chains throughout the United States and Canada.

The Challenge

The Client offers a very competitive fitness club management platform that handles operations, memberships, sales, and back office processes. But the market for this type of software in North America is also highly saturated, with more than 50 major vendors operating in the same segments as the Client.

The company approached Callbox to help execute the outbound portion of their marketing program. They already had a very effective digital marketing process in place, but was dragged down by chronic underperformance in their sales development efforts.

Internally, the Client generated around six sales meetings on average each month. As the number of new customers continued plateauing, the company wanted to at least double the opportunities entering their sales pipeline.

The Client understood that reaching this target would need substantial commitments in manpower and other resources. The new pipeline targets would require them to ramp up their direct outreach volumes and expand their marketing database. That was why they partnered with Callbox.

The Callbox Solution

Callbox and the Client worked out a campaign plan for a three-monthappointment setting program. The campaign’s primary objectives were:

  • Research and profile potential customers from the Client’s target segments
  • Introduce the Client’s offer to the right decision makers in the company
  • Qualify prospects based on fit and interest
  • Schedule qualified prospects for a discovery call with the Client’s reps

Building and Refining the Target List

  1. The campaign targeted gyms and fitness clubs throughout the US and Canada, reaching out to persons in charge of gym operations, memberships, facilities, and administration.
  2. The Client provided records from their in-house prospect list, which the Callbox team expanded and enriched with additional contacts.
  3. The target list was further divided into six segments which represented five major wellness chains and one category for the other fitness centers.

Combining Phone and Email Outreach

  1. The campaign used a combination of phone and email touch points to engage the target prospects.
  2. Emails worked well at initiating contact, sending out sales collaterals, and following up with prospects throughout the outreach cadence.
  3. Phone calls enabled direct, one-on-one conversations with the target decision makers, giving the Callbox team the right channel to nurture, qualify, and convert contacts.

Nurturing, Qualifying, and Converting Leads

  1. The team carried out the outreach cadence with the help of Callbox’s suite of CRM and marketing automation tools found in Pipeline CRM.
  2. Pipeline CRM also enabled real-time tracking and campaign management for both the Callbox team and the Client.
  3. All campaign materials including call scripts, email templates, and landing pages were created by Callbox and approved by the Client.

Results

The campaign was able to generate 3.7 times more appointments than their internal sales development efforts.

Overall, the three-month campaign helped the Client meet their pipeline growth targets. In addition, each key campaign area (database profiling, email outreach, and phone-based conversations) exceeded the campaign requirements.

Email activities produced delivery rates of 98%, open rates of 33%, click-through rates of 11%, and reply rates of 7%.The campaign handed over a total of 66 qualified appointments (sales-qualified leads), or an average of 22 qualified appointments each month.

This number means that the campaign was able to generate 3.7 times more appointments than their internal sales development efforts.

B2B Mobile Marketplace Gets Clear Buying Signals from New Prospects

The Client

The Client is a CA-based software company that offers a cloud-based mobile e-commerce platform for various types of hospitality business establishments. The company sells to small- to medium-sized retail shops, food and drinking places, and other hospitality establishments across the United States.

The Challenge

The Client designs and develops an integrated digital marketplace that helps SMB operators of hospitality establishments to boost mobile visibility. Its primary app allows companies to attract foot traffic by improving their discoverability via local and mobile searches.

As a small and nimble player in the B2B digital marketplace vertical, the Client wants to move fast and maintain its growth momentum, especially now with the threat of new entrants looming over the horizon.

This led the company to adopt proactive growth hacking initiatives that combine both inbound and outbound marketing strategies. Recently, the Client decided to outsource most of its outbound prospecting operations, so that its in-house marketing team could focus on handling inbound leads and nurturing warm opportunities.

The Client was very clear about its requirements for an outsourced marketing partner. First, the provider needed to have adequate resources to cover a USA-wide campaign. Second, the agency must be able to support targeted outreach across the different segments the Client was looking to enter.