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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 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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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’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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Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

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Cost Reduction Consulting Firm Grows Potential Sales with 270+ New Business Leads

CASE STUDY

Cost Reduction Consulting Firm Grows Potential Sales with 270+ New Business Leads


THE CLIENT


Client Information

ABOUT

The Client is an independent cost reduction consulting firm with offices all over the US and Canada. They help businesses reduce essential service expenses on telecom, merchant services, and shipping by twenty-seven to twenty-eight percent, and have delivered more than three hundred million dollars in documented savings to their clients.

TARGET AREAS

USA and Canada

TARGET INDUSTRIES

Accounting & Financial, Administration, Construction, Government, Healthcare, Hospitality, Information Services, Manufacturing, Non-Profit, Printing & Publishing, Professional Services, Real Estate, Retail, Transportation

TARGET PROSPECTS

Business Owners, Managers, Directors


THE CHALLENGE


The dawn of automation in computers and mobile devices brought a drastic change in the Client’s performance and ROI metrics. As people start to learn to maximize the internet’s capabilities like remote management and tracking usage, the consulting expert found themselves dragging, having not enough data resources and tools to use to help them implement innovative ideas to attract new customers and keep the old ones.

To keep up, the Client looked for options, tools, and services that could help them cut the rope. With a colleague’s advice, they considered outsourcing their marketing efforts to Callbox.

The Client’s thrust was to increase their customer base in order to achieve its goal of opening more operation sites in target states in the US and provinces in Canada.


HIGHLIGHTS

  • Successfully completed an 18-month US and Canada-wide Appointment Setting campaign for a management consulting company.
  • Worked out outbound campaign activities that opened opportunities for the Client to engage new sets of customers in two countries.
  • Achieved key objectives in terms of best-fit accounts and highly-qualified prospects delivered.

CAMPAIGN RESULTS

Campaign Results


THE CALLBOX SOLUTION


Callbox designed an Appointment Setting campaign which the Client approved and initially signed up for three months, and eventually progressed to five more contracts thereafter.

The goal was for the Callbox team to set appointments between the Client’s specialists and prospects who have a need for their consulting services.

Account Research and Selection

  1. The Client specified their target industries and decision makers.
  2. Callbox filtered the Client’s target decision makers 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.
  2. The profiles consisted of detailed demographic and firmographic segmentations.
  3. Callbox qualified prospects that had a current need of any of the Client’s services.


RESULTS


Overall, the eighteen-month Appointment Setting campaign delivered 270 appointments (sales-qualified leads) in total, 135 leads completed (highly convertible leads that require further nurturing), and 90 requested for more information (qualified prospects who need more time to review).



Appointment Setting Campaign Causes Rise in Sales-ready Leads for Cyber Security Firm

ABM-Focused Campaigns Double Sales Opportunities for Managed Cloud Firm

ABM-Focused Campaigns Double Sales Opportunities for Managed Cloud Firm


  • 86 SQLs

  • 144 MQLs

  • 4,993 Accounts Reached


  • Industry

    Managed Cloud

  • Location

    Austin, TX

  • Headquarters

    Austin, TX

  • Campaign Type

    Appointment Setting

  • Target Location

    Ohio, New York, Pennsylvania, Maryland…

  • Target Industries

    Manufacturing, Distribution, Banking, Insurance

  • Target Decision Makers

    CIO, CTO, CFO, CEO, Managing Director

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 need 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 company set three main goals that their partner marketing agency should help them achieve:

  • 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

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Callboxinc.com - B2B Lead Generation Company


IT Telecom Consultancy Adds Over $1.3M in Sales Pipeline Opportunities

IT Telecom Consultancy Adds Over $1.3M in Sales Pipeline Opportunities


  • 104 SQLs

  • 6,878 Accouts Touched

  • 227 MQLs


  • Industry

    Telecom, IT Consulting, Professional Services

  • Location

    Albana, NY

  • Headquarters

    Albana, NY

  • Campaign Type

    Appointment Setting

  • Target Location

    United States

  • Target Industries

    Mining, Construction, Wholesale Trade, Retail Trade

  • Target Decision Makers

    IT Executives and CFOs

The Client

The Client provides supplier integration, cost management, and strategic sourcing solutions for IT and telecommunications services. Founded in 1997, the Client targets Fortune 500 and other large companies doing business in a number of industries throughout the United States.

The Challenge

For the better part of two decades, the Client has carved out a decent market coverage across a broad range of industries. The company maintains a number of Fortune 500 brands and government agencies in its customer portfolio.

The Client, however, recently ramped up customer acquisition activities in verticals where it lagged behind competitors. These included mining, construction, retail, and wholesale trade.

The move required committing additional time and people—which were already at a premium internally at the company. To avoid diverting resources away from other ongoing marketing initiatives, the Client decided it was better to outsource the prospecting activities for the new campaign.

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Account-Based Appointment Setting Puts Business IT Firm in Front of Best-Fit Customers

Account-Based Appointment Setting Puts Business IT Firm in Front of Best-Fit Customers


  • 89 SQLs

  • 134 MQLs

  • 7,909 Accounts-touched

  • 2.9 Average contacts per account


  • Industry

    Managed IT, IT Consulting, Cloud Services

  • Location

    Sunnyvale, CA

  • Headquarters

    Sunnyvale, CA

  • Campaign Type

    Appointment Setting

  • Target Location

    United States

  • Target Industries

    Manufacturing, Industrial, Media, F&B

  • Target Decision Makers

    IT Manager, IT Director, CIO, CTO

The Client

The Client provides managed IT and IT consulting services to manufacturing, industrial, food and beverage, and media organizations throughout the United States. The company specializes in IT support, advisory, cloud, procurement, and networking solutions.

The Challenge

During the campaign for the second half of the year, Callbox implemented an account-based appointment setting strategy in support of the Client’s recent adoption of an ABM approach for acquiring new business. The Client aims to capture high-value deals by engaging multiple contacts in an organization. According to the Client, they’ve observed that IT buying decisions now have to pass through different layers of decision makers. Oftentimes this means reps need to speak to multiple roles within the target company just to get their foot in the door.

The Client wanted Callbox to help them initiate this process, so that their reps can focus on moving the sales conversation forward. As a result, Callbox’s role grew to include market research, account selection, account profiling, and targeted outreach.

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Callboxinc.com - B2B Lead Generation Company


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

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


  • 66 Qualified Appointments

  • 549 Follow-Ups

  • 80 Request for Information


  • Industry

    Software

  • Location

    USA

  • Headquarters

    USA

  • Campaign Type

    Appointment Setting

  • Target Location

    USA and Canada

  • Target Industries

    Gyms, Fitness Facilities, Health Clubs, Wellness Centers

  • Target Decision Makers

    Fitness Club Owner, Fitness Center Manager, Fitness Director, Gym General Manager, Operations Manager, Assistant Manager

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.

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Callboxinc.com - B2B Lead Generation Company


B2B Logistics Brand Seals $6M in New Deals from Callbox Campaign

B2B Logistics Brand Seals $6M in New Deals from Callbox Campaign


  • 3 New Customers

  • $6M New Sales

  • 83 SQLs

  • 48 MQLs


  • Industry

    Logistics

  • Location

    Pittsburg, PA

  • Headquarters

    Pittsburg, PA

  • Campaign Type

    Appointment Setting

  • Target Location

    US

  • Target Industries

    Miscellaneous Retail, Household Furniture…

  • Target Decision Makers

    Logistics Coordinator, Procurement Manager, Operations Manager, Shipping Manager, Home Delivery Operations Manager, C-level, President

The Client

The Client provides specialized logistics solutions to manufacturing, technology, wholesale, retail, and home delivery companies throughout the United States. Its primary lines of service include managed freight, logistics, shipping, and storage. The company currently has more than 200 employees and annual revenues of over $30 million.

The Challenge

The Client has recently been ramping up its presence in the “last mile” delivery market. To support its push into the U.S. home delivery space, the Client had put together a full-spectrum marketing plan.

The Client wanted to divide the marketing activities between its internal team and an outside marketing agency. The vendor would handle the early-stage prospecting and lead generation activities, while the internal team took care of activities further down the funnel.

Specifically, the Client wanted the outside marketing firm to carry out the following roles:

  • Look for retail businesses with a strong fit
  • Contact key persons in charge of logistics and home delivery operations
  • Screen them further with additional qualifying requirements
  • Schedule qualified contacts for an introductory meeting

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Callboxinc.com - B2B Lead Generation Company


B2B Mobile Marketplace Gets Clear Buying Signals from New Prospects

B2B Mobile Marketplace Gets Clear Buying Signals from New Prospects


  • 73 Qualified Appointments

  • 116 Completed Leads

  • 11 Potential New Customers


  • Industry

    Software

  • Location

    Van Nuys, CA

  • Headquarters

    Van Nuys, CA

  • Campaign Type

    Appointment Setting

  • Target Location

    United States

  • Target Industries

    Food & Beverage, Retail Trade, Services

  • Target Decision Makers

    Owner, Restaurant Manager, Marketing Manager, General Manager

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.

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Fill up our form below and you’ll be able to read in-depth strategies and tools that contributed to the campaign’s success based on the Client’s challenges and goals.

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Callboxinc.com - B2B Lead Generation Company