CloudTask

BACKGROUND

Please describe your company and position.

I am the Sales Manager of We Are Social (US)

Describe what your company does in a single sentence.

We are a global socially-led creative agency based out of New York City and Los Angeles with 19 global offices and 1300+ people.

OPPORTUNITY / CHALLENGE

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

• Increased sales
• Access to experts
• Improved cold call quality

SOLUTION

How did you find CloudTask?

Online Search

Why did you select CloudTask over others?

• Pricing fit our budget
• Good value for cost

How many teammates from CloudTask were assigned to this project?

2-5 Employees

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

1. Lead Generation and Sales Augmentation - Engage an outsourced Sales Development Representative (SDR) team to drive lead generation and appointment setting, aiming to enhance sales figures. 
2. Financial Efficiency - To realize cost efficiencies, particularly in areas of recruitment and training expenditures. 
3. Lead and Appointment Quality Enhancement - Leverage the expertise of CloudTask to refine the caliber of leads and appointments, thereby bolstering the potential for successful sales conversions. 
4. Scalable Sales Development Strategy - Enjoy the adaptability provided by an outsourced SDR team, enabling seamless scaling of sales development operations, either intensifying or scaling back as business demands. 
5. Expertise and Best Practices Access - tap into a reservoir of specialist knowledge, availing yourself of contemporary, efficacious methods for lead generation and appointment setting.

RESULTS & FEEDBACK

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

• Lead Generation and Sales Augmentation - A minimum 20% increase in leads generated on a quarterly basis compared to previous records. At least a 15% uptick in the number of appointments set month-on-month.
• Financial Efficiency - Achieve a cost reduction of at least 25% in recruitment and training expenses within the first year of engaging with Cloudtask. Record a 10% decrease in overall sales development operational costs within six months. 
• Lead and Appointment Quality Enhancement - Ensure a 30% rise in the conversion rate of leads to actual sales in the next two quarters. Less than 5% lead attrition rate on a month-to-month basis, indicating high-quality leads. 
• Scalable Sales Development Strategy - Demonstrate the ability to ramp up or reduce the SDR team size with a lead time of no more than 4 weeks, based on client requirements. Implement at least two flexibility measures or strategies to meet client demands within six months. 
• Expertise and Best Practices Access - Incorporate a minimum of three new, proven lead generation or appointment-setting strategies into the client's process within the first year. Achieve a 95% or higher client satisfaction rate regarding the knowledge transfer and best practices shared by Cloudtask by the end of the year.

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

Cloudtask consistently met project milestones and deadlines;Every time we voiced a concern or had a requirement change, Cloudtask was swift to acknowledge and act;Cloudtask utilized state-of-the-art project management tools which gave us real-time insights into the progress of our projects and whenever there was feedback from our side, Cloudtask was receptive and incorporated it in subsequent tasks.

What was your primary form of communication with CloudTask?

• Virtual Meeting
• Email or Messaging App

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

Beyond just completing tasks, Cloudtask's team showed a genuine interest in the results. Their commitment to ensuring the success of our projects made a noticeable difference in the outcomes.

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

No

BACKGROUND

Please describe your company and position.

I am the Global Sales Manager of Inter Continental Exchance

Describe what your company does in a single sentence.

ICE runs futures and over-the-counter (OTC) marketplaces facilitating the trading and clearing of various financial instruments.

OPPORTUNITY / CHALLENGE

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

• Diversify Sales Channels
• Acquire New Customers

SOLUTION

How did you find CloudTask?

Online Search

Why did you select CloudTask over others?

High ratings

How many teammates from CloudTask were assigned to this project?

6-10 Employees

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

Our objective was to outsource the task of setting appointments with inbound prospects who fill out forms on our website. To achieve this, we sought to find an agency capable of handling this responsibility.

RESULTS & FEEDBACK

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

• Increased Appointment Rate: The number of successful appointments set by the agency with inbound prospects to show an improvement compared to the previous approach or baseline. 
• Conversion Rate: Monitoring the conversion rate of prospects who filled out forms on the website to actual appointments can demonstrate the effectiveness of the agency's efforts in engaging and persuading potential customers to commit to appointments. 
• Time Efficiency: Assessing the time taken by the agency to set appointments compared to the in-house process (if any) to reveal any improvements in efficiency. 
• Quality of Appointments: Evaluating the quality of appointments secured by the agency was crucial.

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

The agency promptly acknowledged client inquiries and concerns, demonstrating a commitment to addressing their needs. They were responsive and willing to adapt to changing requirements or circumstances as the project progressed. They actively engage us throughout the project and seek our input and feedback to align their efforts with our vision.

What was your primary form of communication with CloudTask?

• Virtual Meeting
• Email or Messaging App

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

CloudTask is a pioneer in their industry, as they consistently demonstrated leadership and expertise in our partnership.

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

Nothing negative

BACKGROUND

Please describe your company and position.

I am the Law Clerk of Legalytech

Describe what your company does in a single sentence.

We help legal, sales and tech teams optimize legal processes.

OPPORTUNITY / CHALLENGE

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

• Scale the sales process of one of our legal tech products

SOLUTION

How did you find CloudTask?

Referral

Why did you select CloudTask over others?

High ratings

How many teammates from CloudTask were assigned to this project?

Not sure

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

CloudTask helped us work out our pipeline math and meeting requirements in relation to our revenue goal.

RESULTS & FEEDBACK

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

We were able to establisht the no. of viable meetings needed to hit our targets with one particular product in our line of tech.

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

CloudTask has been extremely helpful and offers up a huge knowledge base as well as people resources.

What was your primary form of communication with CloudTask?

Email or Messaging App

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

Their Knowledge

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

I can't say at this time

BACKGROUND

Please describe your company and position.

I am the CEO of LevelUp Leads

Describe what your company does in a single sentence.

We are a B2B lead gen agency.

OPPORTUNITY / CHALLENGE

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

• Source and present talent for me to hire

SOLUTION

How did you find CloudTask?

Referral

Why did you select CloudTask over others?

• Good value for cost
• Referred to me

How many teammates from CloudTask were assigned to this project?

2-5 Employees

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

Source and present talent so we could hire a sales rep fast. They provided various options for us to choose from and interview.

RESULTS & FEEDBACK

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

I was able to hire sales talent and they were actually a good fit. I had a few months to decide this otherwise we could go back to new candidates.

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

Yes. They delivered on time and presented candidates within our budget.

What was your primary form of communication with CloudTask?

Virtual Meeting

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

The fact that I didn't need to put out a job posting or do the heavy lifting. They did it all for me.

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

no

BACKGROUND

Please describe your company and position.

I am the Founder of The Real Estate Sales Academy

Describe what your company does in a single sentence.

Real estate sales coaching

OPPORTUNITY / CHALLENGE

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

• Outsource talent

SOLUTION

How did you find CloudTask?

Referral

Why did you select CloudTask over others?

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

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

I wanted to outsource mybusiness developers and cloudtask was able to help us fill the gap. On their marketplace we found multiple candidates and filled the gap we had.

RESULTS & FEEDBACK

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

• Trained person actually booking appointments.

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

Yes. They were super responsive and resourceful. They got me onboarded and followed up with me to make sure everything was working. site was easy to use. Got a person in a few weeks 👍🏽

What was your primary form of communication with CloudTask?

• Virtual Meeting
• Email or Messaging App

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

We appreciate how responsive they are and how many candidates they have available.

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

No. It was a great experience

BACKGROUND

Please describe your company and position.

I am the Founder of SocialBloom

Describe what your company does in a single sentence.

Our company is an outsourced sales provider.

OPPORTUNITY / CHALLENGE

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

• Source talent/agent for sales team

SOLUTION

How did you find CloudTask?

Referral

Why did you select CloudTask over others?

Referred to me

What was the size of CloudTask’s team?

Other

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

We needed help sourcing and hiring a new rep for cold calling and lead generation. We were looking for someone with past outbound experience. We needed the following:

• A list of possible hires
• Guidance on hiring the correct rep
• Rep payroll management

RESULTS & FEEDBACK

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

• Hire a good fit for the position
• Have payroll services that allow payment for the rep to be on time and the accurate amount
• Guidance when hiring the rep because this was a new position we were hiring for

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

They delivered everything on time. I was even able to travel to their location to meet our hire in person.

What was your primary form of communication with CloudTask?

Virtual Meeting

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

They had a system for me and the knowledge to guide me when making such an essential hire.

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

Nothing that I can think of