CallingAgency

BACKGROUND

Please describe your company and position.

I am the Head of Global Sales of Bites

Describe what your company does in a single sentence.

Bites creates software that helps organizations to create, organize and share knowledge more engagingly and efficiently. Our platform aims to enhance communication within the organization, empower employees, and improve retention of knowledge while decreasing time taken to access data.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Set qualified appointments with decision-makers through outbound prospecting.
• Increase response rates in emails and LinkedIn messaging.
• Create a consistent stream of qualified sales prospects for our internal sales staff.

SOLUTION

How did you find CallingAgency?

• Online Search
• g2.com, Trustpilot.com

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from CallingAgency were assigned to this project?

3

Describe the scope of work in detail. Please include a summary of key deliverables.

While assessing various lead generation providers, we discovered CallingAgency. We saw their positive reputation on Trustpilot first, but then went online to their G2 profile and the company website. Following a conversation with their team, we felt their process and methods of communication aligned well with what we were looking for.

The engaged terms development of a structured out bound programme constituting cold calling, email outreach, and LinkedIn prospecting. We worked closely with CallingAgency to develop our ideal customer profile and improve messaging as well as manage campaigns over time.

Work items included.

• Reaching out to quality prospects via cold calls.

• Custom email communication.

• Finding and engaging prospects on LinkedIn.

• Evaluating Company Leads

• Setting up a meeting.

• Reporting and optimization for campaigns.

Instead of working autonomously, they functioned as a part of our sales team through ongoing communication and flexibility to quickly adapt when campaign priorities shifted.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Building a more consistent pipeline of qualified meetings for the sales team is one of our key objectives, and CallingAgency’s help was the first step towards achieving it.

During this engagement, they booked a total of ~50 qualified meetings. We were pleased to see that our outreach campaigns maintained a response rate of over 10%.  Most importantly, however, the opportunities entering our pipeline were relevant and allowed our sales team to have stronger follow-up conversations.

Outcomes included.

• Generated around 50 qualified appointments
• Reply rate consistent above 10%
• Higher quality sales chances.
• More predictable manufacturer pipeline.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project’s structure was very transparent and well-managed. Every second week, we met to review campaigns, feedback and opportunities. While the meetings were planned, contact was maintained and the team responded quickly to changes that were required.

Deliverables were sent on time, regularly shared updates on campaigns. The project progressed effectively because they were open to changing the message and target audience.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most impressive thing was their disciplined outbound-prospecting approach. They trusted the data from their campaigns and not the assumptions, while they were willing to refine messaging whenever performance allowed them to.

The outreach templates made for our target audience fit well, along with communications during the engagement. Our clear visibility of progress made collaborating easy and efficient.

Are there any areas for improvement or something CallingAgency could have done differently?

Generally, our experience with CallingAgency has a positive one. There are areas that could improve the service, but one especially stands out. Deeper CRM integration would make it even stronger. Currently, there is still some lead information that has to be transferred manually.  The handoff would become even more efficient if you could automate that workflow.

BACKGROUND

Please describe your company and position.

I am the Customer Operations Project Manager of a bank

Describe what your company does in a single sentence.

We are a fintech firm that simplifies the onboarding and compliance of businesses. We offer services in KYC/KYB verification, AML, operational processes and customer onboarding to help clients onboard customers securely and cost-effectively.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Enhance outbound sales via prospecting is a key goal.
• Engage decision-makers by approaching them via email and LinkedIn.
• Create a steady stream of legitimate business opportunities that make money for the company.

SOLUTION

How did you find CallingAgency?

• Online Search
• LinkedIn

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from CallingAgency were assigned to this project?

2

Describe the scope of work in detail. Please include a summary of key deliverables.

While looking for high-rated outsourcing provider, we found CallingAgency. We noticed their excellent client reviews and good reputation and then we had a look at their site and set up a call. Since our first conversation, their team showed a strong understanding of our goals and came up with an outreach strategy to suit our business’ needs.

The project focused around cold calling, personalized emails, and using LinkedIn as channels for outreach to qualified prospects. They took the lead qualification and appointment scheduling so our in-house team could focus on impactful conversations.

Main Outcomes:

• Campaigns of cold calling.
• Sending e-mails.
• Scouting on LinkedIn.
• Generate Leads to get Benefits.
• Appointment setting.
• Campaign report and optimization. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

What are the measurable outcomes from the project that show progress or success?**.

Our outreach performance and business development activities got constant improvement from the engagement.

outcomes:

• Response rates across outreach channels improved.
• Sales meetings of higher quality.
• A better flow of prospects.
• Better consistency in prospect engagement.
• A better quality lead overall.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team stayed coordinated. It consistently adhered to agreed deadlines. Talking to you is easy. They were always available to talk about progress or changes to campaign priorities.

They were very easy to work with because they were flexible and responsive.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

CallingAgency quickly grasped who we were trying to reach and translated that into effective outreach campaigns.  By organizing several communication channels in a mutually coordinated strategy, they produced reliable results.

Highlights:

• Expertise in engaging on various platforms.
• An approach to lead generation at the strategic level.
• Communication responsiveness
• You can depend on it.
• Quality always trumps quantity in our view.

Are there any areas for improvement or something CallingAgency could have done differently?

I can’t think of anything. Since the start up until the given time, the team communication has been professional and responsive. As the partnership develops, we would greatly appreciate additional insight around the campaign and benchmarking experience but overall happy with everything.

BACKGROUND

Please describe your company and position.

I am the Business Onboarding Improvement Analyst of a fintech company

Describe what your company does in a single sentence.

We are offering fintech services which include the onboarding of businesses, KYC KYB verifications, AML verifications and improving operational processes.  Through adoption of a human-centric approach, we want to ease the onboarding journeys of business clients. At the same time, we ensure regulatory compliance (understanding your business perspective) and an optimal customer experience.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• A boost in qualified sales opportunities from cold calling.
• Increase response rates through personalised email outreach
• Develop a stronger relationship with decision-makers using LinkedIn.

SOLUTION

How did you find CallingAgency?

Online Search

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from CallingAgency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

While reading reviews on Trustpilot, we first found CallingAgency to have a great reputation. We searched on the internet to find more information about this company, and we came across their great profile on G2.  After visiting their website, we booked a consultation, and their team reached out to us the next day. The ease with which we decided to work with them was due to their professionalism and clear understanding of our needs.

Ever since then, CallingAgency has been helping us with our outbound growth by cold calling, emailing, and LinkedIn outreach. They ran campaigns for specific prospects, interacted professionally with prospects, and improved their tactics to make it better.

Main Deliverables:

• Campaigns for cold calling.
• Customized email outreach.
• Engaging with prospects on LinkedIn.
• Generating and qualifying B2B Leads.
• Setting up appointments.
• Reports setup and campaign performance optimization.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Ever since the engagement began, we have seeing positive results, and this kind of performance has continued.

Primary Outcomes:

• Response rates across outreach channels increased
• * Meetings with decision makers are more qualified
• * Expecting constant growth in our sales pipeline
• * Improved B2B lead quality.
• * Enhanced Efficiency in Outbound Prospecting

From the initiation of the collaboration, the project/practice has been generating steady value and continues to aid us in our business development efforts.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The CallingAgency's best qualities include communication. They communicated with us at every moment, met the agreed deadlines, and were quick to adapt to our requested adjustments to campaigns.

Their team were easy to reach, engaged and active in ensuring the project kept moving without delay.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The primary difference we noticed was the quickness with which they translated our needs into a viable outreach plan. By integrating cold calling, email campaigns and LinkedIn outreach into one process, they had consistent results.

What captured attention:

• Skilled in multi-channel outreach.
• * Effective communication and follow-through.
• * Execution of campaign quickly.
• * Engaging with prospective clients.
• * Results-oriented mentality.

Are there any areas for improvement or something CallingAgency could have done differently?

Overall, we have had a great time. If there is one area to build on it would be where even greater campaign benchmarking against various industry trends is made.  While that would provide an additional layer of strategic insight, it does not take away anything from the quality of service they have offered.

BACKGROUND

Please describe your company and position.

I am the Sales and Business Development Manager of a consulting firm.

Describe what your company does in a single sentence.

Our firm aids Mid-Market Enterprises companies with consulting and growth advisory services.  Our custom consulting and business development support will help you improve operational performance, develop sales strategies and pursue new market entry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Make outbound prospecting more effective.
• Help our internal sales team with appointments and qualifying leads is the goal.
• Develop a steady stream of B2B leads qualified.

SOLUTION

How did you find CallingAgency?

• Online Search
• Their online reputation is good.

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned
• G2 and Trustpilot ORM Too High

How many teammates from CallingAgency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Through extensive evaluation of multiple outsourcing vendors for several months, we selected CallingAgency as our partner for consistent B2B prospecting support with minimal management overhead internally. The team quickly understood our target market which helped their integration with the existing sales process. 

Their team took on prospect outreach including setting appointments and qualifying the leads. Generated reports on weekly and monthly basis to close sourced opportunities of sales rep.

Main Deliverable

•  B2B prospecting and lead generation 
•  Lead qualification 
•  Appointment scheduling 
•  Outbound calling campaigns 
•  CRM updates 
•  Weekly performance reporting * 
•  Continuous campaign optimization

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Due to CallingAgency we have achieved measurable improvement in business development. We are receiving a consistent flow of qualified potential customers and improving our outreach campaign effectiveness.

Main Findings

Consequently, we have accomplished the following.

1. Leads of B2B qualified.
2. Higher booking rates for appointments.
3. More effective communication with prospects.
4. Make more efficient use of our internal sales team’s time.
5. We steadily increased the amount of sales funnel.

As a result, improved business development performance helped us create more meaningful sales opportunites.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

CallingAgency worked on the project professionally and consistently. They satisfied deadlines and maintained consistent communication with us, keeping us informed the whole way.

Their team was always quick to reply and adjust to our needs whenever we requested a change or extra support.

Features

• Delivering milestones at the right time.
• Effective and timely communication.
• Timely feedback with a quick turnaround.
• They are easy to work with.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The most impressive thing about CallingAgency was that they always managed to get results even when things were changing. Their robust communication and practical, results-oriented approach made us feel like an extension of our internal team, rather than an external provider. 

Most Remarkable Features.

• Regular provision of quality leads.
• Communication takes place when required.
• Willing to work with changing needs.
• Competitively-priced with excellent value.
• Reliable and Trustworthy Team

Are there any areas for improvement or something CallingAgency could have done differently?

Based on our experience, we wouldn’t ask CallingAgency to change very much. This might be tough already but try my best

For the duration of the engagement, the delivery and communication were consistent, and there were no surprises, which was in line with what we expected from the beginning.

As we continue to work with our current team, it would be great if they weighed in with additional strategic recommendations and/or trend analysis.

Having said or even more valuable that would be a surefire winner.

In general, we have been satisfied with partnering with them and would feel confident continuing to work with them.

BACKGROUND

Please describe your company and position.

I am the CIO and CEO of Numen Capital LLP

Describe what your company does in a single sentence.

Numen Capital LLP is a financial service firm specializing in investment management as well as capital advisory and strategic financial advisory services. We assist companies and investors in discovering opportunities for growth, asset management, and financial advice.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Enhance efforts in generating and developing leads.
• We need a boost in qualified leads entering our pipeline.
• Assists with appointment setting, and helps clients reach out better.

SOLUTION

How did you find CallingAgency?

Online Search

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from CallingAgency were assigned to this project?

4

Describe the scope of work in detail. Please include a summary of key deliverables.

Through the CallingAgency, we got more efficient call center outsourcing and sales outsourcing which helped in business development. They helped us reach out to prospects, qualify leads, and schedule appointments. Meanwhile, our internal team was able to focus on more valuable opportunities.

Main Outcomes

DIT provides quality B2B lead generation campaigns, including lead qualification to screen out cold callers, appointment-setting support, outbound calling, CRM, and lead tracking through lead generation services. Furthermore, tracking and continual enhancement.

We offer unique essay writing help on different subjects like Humanities, Management, Media, History, and Health.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The engagement provided tangible enhancements to our outreach and lead management activities.

Primary Findings

• Higher volume of quality leads.
• * There are more appointments with prospective clients.
• * Enhanced activities in sales pipeline.
• * Greater interaction with target audience.
• * Revved up business development efficiency.

As a whole, the project helped us create more opportunities and improve our sales process effectiveness.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project was handled by CallingAgency with professionalism and communication throughout.  They always completed work on time and were quick to respond to any changes or additional help.

Key Features:

• Work delivered on time.
• Had regular conversations.
• I acted on feedback rapidly. 
• Adjusted quickly to altering situations.

Their team was dependable, organized and easy to deal with.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What left us most impressed was their enthusiasm and seriousness to deliver quality output. They rapidly grasped our vision and always kept an eye on creating real business.

Best features

• Well versed in lead generation and sales outsourcing.
• Constant communication
• You can depend on it.
• Centre around lead quality and business outcomes.
• work together in a professional manner

Are there any areas for improvement or something CallingAgency could have done differently?

We found that the engagement was very good with no major areas for improvements identified.

Less important tip.

• Having access to further performance analytics could enhance campaign insights even more.

Overall, CallingAgency has performed well and met our expectations.

BACKGROUND

Please describe your company and position.

I am the Senior Operations Manager

Describe what your company does in a single sentence.

We have a presence in the digital banking sector that provides tech-backed financial services to help the customers manage banking needs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Enhance our outreach for potential leads.
• Enhance Interaction with Future Clients via Email Outreach.
• Back our expansion efforts by putting in place a more uniform outreach strategy.

SOLUTION

How did you find CallingAgency?

Online Search

Why did you select CallingAgency over others?

• High ratings
• Great culture fit
• Good value for cost
• ORM TOO GOOD

How many teammates from CallingAgency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We hired the team to assist in cold calls and email outreach. Reaching out to prospects, qualifying leads, following-up, and assisting with overall business development process.

Our engagement has been on for the last eight months and they keep changing their approach as per our changing needs. Their team maintains consistent contact and provides assistance throughout the entire project.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We now have a cleaner outreach process because of the work done in the project. Better organization in prospect communications and more consistent approach to business development activity has improved. Given that the engagement is still live, we are tracking longer-term progress. However, the feedback has been nice thus far. 

Main results include.

• Increased activities of outreach.
• Improved management of potential client communications.
• Better assistance for business development activities.
• Trustworthy continuous cooperation.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their organization and dependability make their project management reliable. Communication is clear. They respond quickly to adjust for any changes.  They are giving updates frequently. Furthermore, they adapted well to our needs during the engagement.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Prior to reaching out to them, we located them on G2 and noticed positive feedback from audiences; they were all over the reviews including G2 and Trustpilot. We are happy to say our experience has been on cue. The communication, response time, and practical approach have made them easy and effective to work with.

Are there any areas for improvement or something CallingAgency could have done differently?

All in all, we have been quite pleased with the engagement. As the project develops, added reporting insights and period performance reviews can add even more visibility.

BACKGROUND

Please describe your company and position.

I am the Product Manager of Claranet

Describe what your company does in a single sentence.

We deliver network security and cybersecurity solutions to help organizations strengthen and secure their infrastructure, systems, and digital environment with our many security-related services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Support our lead generation efforts through cold calling.
• Improve outreach and communication with prospective clients through email campaigns.
• Build a more consistent and organized business development process.

SOLUTION

How did you find CallingAgency?

• Online Search
• LinedIn

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from CallingAgency were assigned to this project?

3

Describe the scope of work in detail. Please include a summary of key deliverables.

For the last seven months, we have been working with the team on a continuous engagement for cold calling and email outreach. It is their job to get in touch with prospective buyers, help with outreach campaigns, qualification opportunity and assist with business development.

The team also helps ensure we follow a well-structured process for outreach. They do this by getting in touch regularly and changing the way they do things depending on what we require. The engagement remains ongoing, and they are still accommodating requirements that continue to evolve.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our outreach process has become more organized and consistent thanks to the project. Our campaigns have shown consistent engagement and improved workflow that assists in communicating with prospects. Because this engagement is ongoing, we are following up over time but so far have had positive results.

Principle outcomes include:

• Frequent Outreach Activities
• Arrange prospect communication more effectively.
• Enhanced support for corporate development efforts.
• A trustworthy repetitive association.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They have organized and reliable project management. The communication is clear and they respond whenever changes are needed. They have been flexible adjusting to our need, and provide necessary updates on a regular basis.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I have found them good communicators, responsive and practical. Easy to work with and maintain professionalism throughout the project. Along with the services, we appreciate how affordable they have continued to be to help us.

Are there any areas for improvement or something CallingAgency could have done differently?

So far, we are satisfied with his service. As the project gets underway, periodic performance summaries   as well as further reporting   could boost already strong visibility.

BACKGROUND

Please describe your company and position.

I am the Network Security Engineer of Network Security Systems Plus, Inc.

Describe what your company does in a single sentence.

We provide cyber security and network security solutions to safeguard your organization’s infrastructure, systems and data through security tech and services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Support our lead generation efforts through cold calling.
• Improve engagement with prospective clients through email outreach.
• Help create more opportunities for our business development team.

SOLUTION

How did you find CallingAgency?

• Online Search
• LinkedIn and G2

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Good on g2.com

How many teammates from CallingAgency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We employed the support of the team for our outbound lead generation with cold calling and emailing. Getting in touch with prospects, qualifying leads, following up, and appointment-setting support. Since January 2026 the project is running and still going on. They remain in close collaboration with our group to enhance outreach strategies and assist in the development of the business.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The involvement has enabled us to have a consistent outreach process which helped us to reach the probable prospects. The outreach campaigns have received good engagement levels and there are continuous conversations with potential clients. Given that the project is currently underway, we follow up on long-term results.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their​‍​‌‍​‍‌ project management style is very organized and they have been responsive to our needs. The team keeps in touch communicates regularly reports progress and seeks inputs. They have generally finished work on time and been flexible when we changed our ​‍​‌‍​‍‌minds.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

This project stands out for communication, responsiveness, and dedication. Before working with them, we did analyze their profile, including the positive feedback on G2, and our experience until now has been in line with it. They are very proactive and easy to deal with during the engagement.

Are there any areas for improvement or something CallingAgency could have done differently?

Generally,​‍​‌‍​‍‌ we have a very good impression of the project so far. As the work goes on, adding extra campaign reports and performance analysis is something we would really ​‍​‌‍​‍‌appreciate.

BACKGROUND

Please describe your company and position.

I am the Operations of an industrial support services company.

Describe what your company does in a single sentence.

The industrial and operational support services support organizations to improve efficiency, maintenance operations, and project execution across an array of industries.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• Assist our lead generation through cold calling.
• Revamp Communication with Potential Prospects using Email Outreach
• Help with outreach to support our business development efforts.

SOLUTION

How did you find CallingAgency?

Referral

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from CallingAgency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We got the team involved for cold calling and for email outreach activities. The responsibilities of these skilled professionals include reaching out to potential clients, assisting with outreach campaigns, qualifying potential opportunities, and helping set up introductory calls where appropriate. The engagement is on-going, and they continue to support based on our needs.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

This project has made our outreach process more structured and brought more consistency to our prospecting outreach. We have observed continuing engagement from prospective customers and continued outreach activity. Despite the ongoing project, the preliminary results have returned encouraging results.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

In the course of the engagement, the team was organized and responsive. They communicate clearly, provide updates regularly, and are open to feedback. Jobs were mostly done within expected time and adapted well to changing requirements.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their communication and willingness to adjust their approach based on feedback have been particularly valuable. They are easy to work with, responsive, and committed to supporting the project's objectives.

Are there any areas for improvement or something CallingAgency could have done differently?

It has been especially useful how they communicate and change their approach when told to. The professionals are extremely easy to communicate with, responsive, and committed to our goals.

BACKGROUND

Please describe your company and position.

I am the Business Development Manager of a fintech company.

Describe what your company does in a single sentence.

We​‍​‌‍​‍‌ work as a fintech and a payment processing company that are offering safe as well as automated transactions for medium-to-large sized businesses who want to streamline their financial ​‍​‌‍​‍‌operations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CallingAgency to accomplish?

• To generate a consistent and predictable volume of qualified sales appointments in order to keep our pipeline full of people with high intent to purchase our payment processing solutions.
• To offload all manual, time-consuming outbound cold calling and prospecting to enable our internal account managers to just do technical discovery calls and close the deal.
• To penetrate into new business areas much faster than we could on our own by using their specialized SDR team to test and qualify leads in target industries.

SOLUTION

How did you find CallingAgency?

• Online Search
• LinkedIn

Why did you select CallingAgency over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from CallingAgency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Task Overview

The scope of this engagement is high-volume outbound business development to support our Sales Pipeline for our Fintech solution. Calling Agency will act as an extension of our internal team focused on generating demand by identifying and qualifying prospects. This will be an ongoing engagement with continuous list building, cold outreach through telephone, script enhancement and initial qualification to ensure that only high-intent prospects are handed over to our account managers.

Key Deliverables.

• The Calling Agency has provided the following key outputs during his tenure with us.
• Sales Appointment: A consistent volume of pre-qualified appointments scheduled directly into our internal sales calendars on a monthly basis.
• Activity Reports: Daily activity report on the number of calls made, prospects contacted and status of lead.
• Call Recordings: Full audio recordings of every outbound call that we use for quality, script and team training.
• Lead Intelligence: Information collected during cold calls relating to pain points and feedback on service charges.
• Pipeline Updates: Updates on every contact made with prospects that helps us keep our CRM updated with the latest and accurate lead information.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We​‍​‌‍​‍‌ achieved three quantifiable results.

• Pipeline Growth: We regularly get up to 30% extra qualified sales appointments that are scheduled directly to our calendar every month.
• By working on closing deals and high-level strategy instead of manual prospecting, the productivity of our in-house team has significantly risen.
•  Pre-qualified leads have made the final discovery sessions' conversion rate ​‍​‌‍​‍‌higher.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

CallingAgency has proactive project management approach.  The daily reports and call logs are always given on time making sure we are never out of the loop. They respond very well to our particular needs, for example when we want a script changed or an audience focus adjustment. Whenever we send them feedback based on call recordings, they get the changes done immediately. This aspect makes them very flexible. Moreover, the outreach strongly adheres to branding.

What was your primary form of communication with CallingAgency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I was impressed with their pace of onboarding and also their agility. Unlike other agencies that take weeks to scale up, CallingAgency understood our Ideal Customer Profile and technical brand nuances within days of starting things off. It is unique to them to adapt our complex fintech scripts for respective clients and modify their approach as per call recording feedbacks in real-time. More than a vendor, they feel like a member of our internal team. 

Are there any areas for improvement or something CallingAgency could have done differently?

The key area of opportunity is data integration.  We are currently doing this manually as their report lead data is getting transferred to our CRM, which is quite lengthy and time-consuming as the volume increases. If CallingAgency could get direct or more automated integration with our CRM, it would save our administrative effort significantly. Looking beyond that, the service quality has been very consistent.