Casbeg

BACKGROUND

Please describe your company and your position there.

I'm the CEO at Lerta where we're changing the world of energy by working on decentralized, RES-based and intelligent Virtual Power Plant. We're working with enterprises, local governments and utilities on energy efficiency, smart buildings, RES (solar) and energy flexibility. While saving our customers' money Lerta expands its own VPP portfolio and provides ancillary services to the energy market.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Casbeg?

We were looking to launch a new B2B division within the company, which prior to that was focused on corporate clients. Moving into SMEs space required a new strategy on marketing & sales operations, internal culture change and new competences on board.

What were your goals for this project?

Our goal was to launch the predictable marketing engine as a source of new leads for the sales team and to hire more business developers while having the whole process under control with tools (data) for further optimization.

SOLUTION

How did you select this vendor?

Casbeg was already a well-known brand due to its founders & executives experience & social media presence. Their high-quality content on marketing and sales was very helpful for us before the project, so choosing Casbeg as a strategic partner was a natural choice.

Describe the scope of their work in detail.

Casbeg was responsible for auditing our CRM & process, our sales man and their way of work with clients. After that, they designed a new deal flow within properly set up CRM, launched tools for measuring activities and performance of sales team. From the marketing side, Casbeg launched the inbound pipeline by helping us with Google and Facebook campaigns and significantly improves our outbound (cold mailing) process.

What was the team composition?

We were assigned with 2 consultants (marketing and sales), with active presence of their CEO during the strategic decision making process (eg. hiring Chief Sales Officer). What's great about Casbeg is that they have huge competences within their company, so sometimes they were involving other people to brainstorm some ideas or to ask for a advice.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

• stable lead flow (from 0 to even 100 leads/monthly),
• from no sales to 13% hit ratio,
• data, data, data everywhere,
• new projects & initiatives started
• branding, www, content, social activities etc.

How effective was the workflow between your team and theirs?

Workflow is quite effective with easy to use tools (Google Meet, email, google docs).

What did you find most impressive about this company?

Casbeg managed to create a product from their experience & knowledge, they are very data-driven and focused on goals. They are able to consult us within the majority part of client LTV (marketing -> sales -> customer service).

Are there any areas for improvement?

I think it might be interesting if Casbeg consultants were more involved in the business during client onboarding (eg. sales on their own, joint meetings, understanding the business from the bottom). I'm fully aware this is difficult and not scalable, but it could probably speed up the next steps.

BACKGROUND

Please describe your company and your position there.

I am the CEO of Great Digital. Our team consists of consultants and project managers with several years of experience in the field of developing strategies, implementing and evaluating projects for HR teams.

We develop analysis and research tailored to clients’ needs, measure their effects and analyse results. We are experts at communication and employer branding.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Casbeg?

We needed support in 3 main fields:

• improving our sales process and implementing CRM properly
• increasing the effectiveness of our current lead generation channels
• developing a new way of acquiring corporate clients mainly

What were your goals for this project?

At the end of the day, the most important was an increase in revenue.

SOLUTION

How did you select this vendor?

I took part in the event, where Bartosz Majewski, CEO Casbeg, was giving a talk. I was positively surprised by his knowledge of sales & marketing, so I decided to take advantage of his and his team’s experience.

It was a good choice, especially because I didn’t have anybody in the company responsible for those fields, so I got support in both: deciding what is worth doing in terms of marketing and sales and got a feedback wheater it is done properly or not and how to optimise it.

Describe the scope of their work in detail.

We had been worked together for a couple of months. We were meeting each other on remote consultations almost every week after which I got a detailed summary together with next steps. We always talked about things, that lead to goals set up at the beginning. We worked based on quarterly or monthly plans.

What was the team composition?

There were a few people engaged in our cooperation from Casbeg’s side. I worked mainly with Mateusz (project owner and marketing consultant), Krystian (sales consultant) and Łukasz (new business consultant).

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Together we implemented CRM system and I learnt how to use it properly. Now I know full well what activities bring me more profit and I can easily optimize my sales process.

We conducted two complex outbound campaigns targetted to profile of my ideal clients. I got recommendations related to marketing analytics and inbound marketing activities and also a lot of tips on how to carry out successful B2B negotiations and use events in finding new clients.

How effective was the workflow between your team and theirs?

There were no issues while we cooperated. Everything went smooth. They always were on time and I got all the information I needed. When I had any issues or questions I could always ask them and never waited for answers too long.

What did you find most impressive about this company?

Their team includes many specialists, where everyone is an expert in a particular field. When I had a question, I always got an answer from someone with deep knowledge in the case, no matter what. I think it is their greatest advantage against the competition.

Are there any areas for improvement?

Casbeg team has discussed our cooperation very thoroughly after it has ended and, they were very interested in my feedback.

I would add only one small improvement - it would be helpful not only to discuss all the quarterly and monthly plans but also get back from time to time to goals we have discussed at the beginning of our cooperation. Just to monitor progress in reaching those goals :)

BACKGROUND

Introduce your business and what you do there.

I’m a marketing specialist for a software house.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Casbeg?

Our business was dependent on referrals and lacked order in processing. We brought Casbeg to revamp our sales and performance marketing processes.

SOLUTION

What was the scope of their involvement?

Casbeg reordered and set up our sales processes to have us implement best practices. They held our hand throughout the process, giving us market-proven advice based on their experience with other clients. They also consulted us on best practices to build our website and landing pages. Casbeg helped us with revamping our marketing in the last few months of our cooperation as well.

What is the team composition?

We worked with Krystian (Customer Success Manager, Casbeg) and another person. One managed sales while the other handled performance marketing 

How did you come to work with Casbeg?

I’m not sure. 

How much have you invested with them?

We spent about $10,000.

What is the status of this engagement?

The project ran from February 2018 until December 2019.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Casbeg brought order to our sales system. Before, we only had a basic overview of what we should do. Casbeg gave us a single system that works specifically for our needs. We’re already seeing a few leads come in, and we’ve avoided the mistakes that Casbeg’s previous clients made.

How did Casbeg perform from a project management standpoint?

This was one of their strongest skills. Casbeg delivered everything on time and was responsive to any needs we had during the time we worked together. They earned a perfect score in my opinion.

What did you find most impressive about them?

They got our sales processes going in a good direction. Any company wanting to do sales properly should consider hiring Casbeg for a year or so.

Are there any areas they could improve?

I can’t think of anything I’d want them to do differently.

Any advice for potential customers?

Casbeg held our hand from the beginning to the end. Everything was clear from day one. We never had to worry about getting to them or their presence.

BACKGROUND

Please describe your company and your position there.

I’m a member of the supervisory board in Krawczyk Polska Sp. z o.o. and CEO of isprzęt.pl, e-commerce in the power tools and construction industry with over 10,000 customers served for 8 years and counting.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Casbeg?

The main goal in cooperation between Casbeg and iSprzęt was:

• arranging the sales process
• proper measurement of sales results in sales department
• arranging processes within the company
• setting directions for the company's development and increasing sales

What were your goals for this project?

Among others:

• automation of order processing
• improving communication with the clients and within the company
• arranging the cooperation process at iSprzęt
• strengthening the competences of employees in individual departments
• improving the efficiency of all sales, including business conversations, measuring sales results and generating leads and acquiring new customers.

SOLUTION

How did you select this vendor?

Recommendation from our SEM agency Promo Traffic, which was also Casbeg's customer.

Describe the project and the services they provided in detail.

Casbeg has verified what we were thinking about our problems and what they really are. They diagnosed our needs by checking everything inside our company process and carried out audits.

After that, they drew conclusions and chose what to implement, change, which path to choose, deciding what to do and in what order. They pointed out areas to improve in the organization, our process, team, people - and then listed what to do and what should be the expected results.

What was the team composition?

We worked mostly with Kuba in the marketing department and sales dep. with Jacek + additional help of specialists from Casbeg team if needed for specific tasks.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

• no unhandled orders, parcels lost somewhere in the process
• better work of the warehouse and shipping department
• customer satisfaction has increased 
• helpline inquiries have decreased
• rebuilding sales team
• creating new positions and staff onboarding and job training
• implementation of a new bonus system for sales
• regular workshops with individual sales representatives
• improving the efficiency of sales representatives and sales conversations

How was project management arranged and how effective was it?

Work went flawlessly - we always meet on time, regularly every week and spend time efficiently.

What did you find most impressive about this company?

They take an iterative approach to improving our company, and the solutions aren't based on guesswork. It's a genuine optimal feel about implemented actions with quick results.

Are there any areas for improvement?

N/A

BACKGROUND

Please describe your company and your position there.

I’ve been working as a Head of Business & Customer Experience at Sente based in Wroclaw, Poland. Sente is a IT software house and producer of dedicated ERP, WMS, POS, CRM, MRP systems, which helps clients achieve their business goals, support digital transformation strategy and develop organizational workflows effectively.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Casbeg?

Before our cooperation with Casbeg, we had over 150 clients from Production & Distribution sectors and our company had already been very recognizable in these fields. We wanted to achieve noticeable growth in a number of Retail & E-commerce clients (we had only a few of them). That’s why we decided to cooperate with Casbeg.

What were your goals for this project?

The short-term goal was to lay the foundation for future sales actions. We needed to work on our external communication strategy, buyer personas, decision-makers profiles, UVP/USP and also on elevator pitches. In the long run - we aimed in achieving at least 10 sales-qualified leads and 1 new client worth approx. $500.000

SOLUTION

How did you select this vendor?

As far as we were concerned Casbeg had the biggest consulting experience and knowledge in helping fast-growing technology companies. They worked with big brands and their efficiency was proved by great case studies. That’s what convinced us to choose Casbeg over the competition.

Describe the project in detail.

Our project lasted about 3 months. In the beginning, we filled out a survey with detailed information about our business and needs and gave them access to our analytical tools (e.g. Google Analytics). Before the first meeting, we got a complex audit of our marketing and sales activities with recommendations on how to improve their efficiency quickly. We were meeting for consultations every single week on remote calls via hangout. After every meeting, we got a summary of the call with the most important information, recommendations and also (what’s important) tasks we were required to do. We could always call them or send an e-mail ad hoc to dispel any doubts we had.

What was the team composition?

From Casbeg’s side, we had a dedicated customer success manager, who led the project and made sure everything was going smoothly. There was also another consultant which helped us with more sales-related needs. From Sente’s side, I was engaged in the cooperation and also 2 people from our internal marketing team.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We’ve completed all the goals described earlier 4 months before the deadline.

How effective was the workflow between your team and theirs?

From my point of view, the biggest value was that I was being followed up on all the time. When you cooperate with Casbeg, you get exact deadlines and you need to stick to them. They push you to do your work properly and not postpone the tasks. I call it “positive pressure”. What was also important for our team: transparency in communication, agenda and summary of every call and extra materials, which broadened our knowledge significantly.

What did you find most impressive about this company?

They deliver a huge amount of knowledge, ideas, and solutions out of the box.

Are there any areas for improvement?

Nothing springs to mind at present. Our cooperation was very smooth and let us achieve our goals, so I am fully satisfied.

BACKGROUND

Please describe your company and your position there.

I act as a COO @ Neoteric: a software development company specializing in web app development, AI and product design. We're based in Gdansk and Warsaw. In our work, we focus on 3 main principles: quality, communication, and transparency.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Casbeg?

We’ve worked with Casbeg mainly on digital marketing. We started our cooperation in October 2018.

What were your goals for this project?

We needed to grow a number of new qualified leads by implementing new marketing channels and also increase the conversion rate.

SOLUTION

How did you select this vendor?

We heard a lot about Casbeg from our friends and work partners - we were convinced by recommendations, and also we knew Casbeg’s CEO Bartek Majewski because of his previous work experience.

Describe the scope of their work in detail.

Casbeg supported us in carrying out our PPC campaigns on foreign markets and building our content marketing process, including content funnels, content distribution, promotion, content analytics, etc. The company instructed us how to gain organic reach on quora, helped to choose SEO freelancer for cooperation and develop SEO - this cooperation continues uninterrupted to this day.

We received valuable feedback after the mystery shopping test that Casbeg planned and carried out, which allowed us to increase the efficiency of sales conversations. We organized customer success processes together and implemented customer satisfaction surveys properly. They showed us how to integrate our sales and marketing data.

What was the team composition?

On the Casbeg’s side, there were mainly 2 people involved, in addition, 3 more people appeared on the project on an ad-hoc basis for specific tasks, which were related to consultants’ expertise profile.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Steady growth on our organic outreach and the diversification of our lead acquisition sources. Increased efficiency of sales conversations.

How effective was the workflow between your team and theirs?

Casbeg has always met the deadlines, providing us with further plans and suggestions weekly. One hour of consultation usually meant that for the rest of the week we will have a lot to work on.

What did you find most impressive about this company?

Their communication, proactivity in finding solutions, and timeliness stand out. They speak bluntly, giving you direct feedback about what you are doing wrong.

Are there any areas for improvement?

Not at the moment - I was happy with the service provided.

BACKGROUND

Please describe your company and your position there.

I'm a CEO of Sempai - SEM Agency. My company specialize in performance marketing for e-commerce. We are a Google certified Google Premium Partner. Our employees posses individual Google AdWords and Analytics certificates.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Casbeg?

Along with the development of the Client Service department, we had problems with arranging appropriate processes, developing analytical panels for managers and employees of the department and, in our opinion, the clients' churn was too high.

What were your goals for this project?

Implement processes to improve the department's work. Create analytical dashboards. Perform a customer satisfaction analysis. Reduce churn rate

SOLUTION

How did you select this vendor?

We've worked with the company's CEO Mr. Bartosz Majewski before. We were pleased with the cooperation and I knew that Casbeg would be the best choice. I wasn't looking for alternative offers.

Describe the project in detail.

At the beginning of our cooperation, we were assigned a consultant from the Casbeg company who worked directly with one of Sempai manager. The cooperation included regular online consultations, data and process analysis in our company, and a recovery program.

Casbeg prepared for us a customer satisfaction survey and developed analytical dashboards for managers and the board of the company.

What was the team composition?

We were assigned a client service consultant and a second consultant on new business development

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We have reduced the number of outgoing customers and improved cross-sell sales in the client service department

How effective was the workflow between your team and theirs?

The cooperation was great, Casbeg employees were very experienced and understood our needs thoroughly.

What did you find most impressive about this company?

Huge knowledge and experience of employees. I was impressed by their frankness in communication and their partnership approach to cooperation.

Are there any areas for improvement?

Nothing comes to mind

BACKGROUND

Please describe your company and your position there.

I am a Co-Founder of a software development company headquartered in Poland. With over 70 tech experts on board, our professional teams provide our services across 16 countries, delivering innovative solutions, web technologies and apps.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Casbeg?

We reached out to Casbeg for support in building sales and marketing processes for our company. We wanted to generate more leads and take care of them accordingly. For that, we needed to hire salespeople as well.

What were your goals for this project?

The main focus was on putting marketing and sales in order. Additionally, we needed help in hiring a salesperson.

SOLUTION

How did you select this vendor?

We've worked with Bartosz Majewski (Casbeg’s CEO) before on different projects in his previous company. We were very pleased with that cooperation and satisfied with the results. That is why we decided to contact Casbeg.

Describe the project in detail.

We meet with Casbeg weekly. We set monthly or quarterly plans and work on improving sales and marketing effectiveness in relation to the KPIs set regularly.

What was the team composition?

Our project has an assigned owner. In addition, we cooperate with other CSMs with consultations in a specific field. If we needed support in our inbound marketing process - we met with an advisor in this area. Similarly, if outbound marketing was our challenge - we were presented a plan with another advisor. The owner always supervised everything.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We've increased the efficiency of sales calls and conversations, successfully hired a new sales manager and launched new lead acquisition channels with Casbeg’s help.

How effective was the workflow between your team and theirs?

We always meet in weekly cycles on remote consultations, always on time and without downtime. They always meet their deadlines. We keep in touch by email, and if we have an urgent problem, we can always call them by phone.

What did you find most impressive about this company?

Knowledge and experience in cooperation with companies from our industry, especially B2B technology companies. It is clear that Casbeg encounters and solves the problems working with their clients every day.

Are there any areas for improvement?

Can't find any right now.

BACKGROUND

Please describe your company and your position there.

I am the CEO of Ultracoat. We deliver high-end car care solutions for car detailers and detailing shops across Poland and few countries in Europe. We only operate in B2B.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Casbeg?

- Sale process audit - Marketing audit

What were your goals for this project?

- Increasing monthly number of leads - Getting into new markets abroad Poland - Organizing the sale process - Support hiring new employess - Everyday business consulting

SOLUTION

How did you select this vendor?

I selected Casbeg strictly because their great blog posts which I found really helpfull and suitable to my business.

Describe the scope of their work in detail.

At the very beginning f our cooperation I was properly asked about the details of my business to show the full picture of the current situation. Next, they started the audit which showed full spectrum of the marketing and sale situation. The audit included recomendations for each sector which we implicate since then step by step. What is worth mentioning is that all the planned work have always been done due to the schedule and consultants are very punctual. As the business owner with really busy schedule I really appriciate that!

What was the team composition?

I work with couple consultants from Casbeg. Each of them has the specific skills and experience. I speak with Mateusz about our Social Media accounts and AdWords settings, with Jacek about my CRM and sale process and with Łukasz when I run some newsletter or planning other e-mail campaing. I also have contact with CEO Bartosz to discuss the bigger picture of my business which is really helpful in terms of developing long run goals.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

- 60% growth of sale in 2019 - 100% growth of abroad distributors (had 1 have 2 ;) )

How effective was the workflow between your team and theirs?

The communication is really easy. I can talk with guys not only through online meetings and e-mails but it's also easy to catch-up urgent matters on messenger. Really helpful!

What did you find most impressive about this company?

The knowledge of the guys.

Are there any areas for improvement?

Yes! There are a lot of improvment to be implicated but not in theirs, in my business. I know that after getting all their recommendations! :)

BACKGROUND

Please describe your company and your position there.

I'm a CEO at a digital consultancy with 6 offices in 4 countries (Poland, Norway, Portugal and Germany). We work with clients who want to innovate and drive their competitive advantage with digital transformation, both startups and corporates. We deliver digital strategy, service design, digital product design and delivery and ongoing consulting.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Casbeg?

We were looking to scale our sales processes, expand our sales and marketing teams, hire business development experts and train them to continue growing (having grown from 30 to 60+ employees already).

What were your goals for this project?

We wanted to quickly build self-managing teams in both Sales and Marketing, reporting to the Board, in order to expand both our outbound and inbound marketing capabilities and drive new leads reliably.

SOLUTION

How did you select this vendor?

I have asked friendly C-level people and marketing experts for references, and had a great opinion about Casbeg's CEO, Bartek Majewski (from his previous achievements) I knew that Casbeg will be a great investment for us.

Describe the scope of their work in detail.

Management consulting to establish roles, processes and a solid plan to scale the Sales and Marketing teams. Hiring advisory, including candidate interviews led by Casbeg, assistance in onboarding, and ongoing training of our new staff in multiple marketing-related areas (ads, analytics, outreach, coldmailing, CRM management, inboud and content strategy). C-level coaching.

What was the team composition?

There is a team of 3-5 specialists involved in working with us constantly – some helping us with content, others training our staff, assisting us in hiring and providing C-level coaching.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Built a team of 5 specialists, who are already generating leads for us and closing deals on an ongoing basis. Sales and Marketing maturity of our organization has overall greatly increased thanks to Casbeg's involvement.

How effective was the workflow between your team and theirs?

Great workflow, weekly regular meetings, quarterly roadmap planning and ad hoc telcos always available. All our feedback was taken into account and implemented.

What did you find most impressive about this company?

Ability to advise us and lead us in a wide scope of different services – from strategy, to hiring, sales compensation schemes and team building, client sucess and nurturing, marketing tools selection and training, content creation, UVP/SVP creation, advertising, coaching and more.

Are there any areas for improvement?

No. We're satisfied.