EBQ

BACKGROUND

Please describe your company and your position there.

We are a SaaS company and I am the Sales Director.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire EBQuickstart?

We partnered with EBQ to help with our sales efforts. EBQ claimed that for the resources we requested they could target approximately 12 sales meetings per month.

SOLUTION

How did you select this firm and what were the deciding factors?

We considered a number of different firms with the intention to compare different services and see which performed best. They were one of our candidates.

Describe the project in detail and walk through their service package.

We provide a list of leads and they run the leads through their process of cold calls and emails. Once they book meetings they put it on our schedule and hand off the lead during the meeting.

How many resources from the vendor's team worked with you, and what were their positions?

Total of 4 resources including 2 people for the outreach efforts, a project manager, and a success manager.

RESULTS & FEEDBACK

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

They claimed an estimate of 12 meetings per month with the resources they offered. They booked 1 meeting per month.

How effective was the workflow between your team and theirs?

We had weekly Zoom calls to go over their progress and discuss success cases. Unfortunately because there were so few booked calls most of the call was just talking about how hard they were working.

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

They agreed to adjust their pricing based on the results so I am reflecting that information in the review.

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

They should adjust their pricing based on their sucecss.

BACKGROUND

Please describe your company and your position there.

I am the VP of Sales for a consultancy which helps companies design, develop, and deploy Medical products

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire EBQuickstart, and what were your goals?

We hired EBQ to help develop and build the front end of the pipeline and established meeting and lead goals focused on the UX/UI persona's in our target market segments

SOLUTION

How did you select this vendor and what were the deciding factors?

We did a search of lead development companies and selected EBQ based on approach, professionalism, and business model

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Lead development and data cleansing

How many people from the vendor's team worked with you, and what were their positions?

Three people on the core team - a Customer Success Manager, Project Manager, and Lead Development Representative

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Met or exceeded the monthly lead/meeting goal in each of the first 10 months of the engagement

Describe their project management style, including communication tools and timeliness.

Bi weekly review meetings

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

I appreciate the team approach to their support model, and their active and transparent communication

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

Additional visibility on the data service

BACKGROUND

Please describe your company and your position there.

DadeSystems provides software to help companies and banks process payments, using advanced AI delivered in as s SaaS solution.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire EBQuickstart?

Hire EBQuickstart initially a couple of years ago to set- up our Pardot environment. Hired them again this year to help with email Campaigns and integration with Salesforce.

What were your goals for this project?

Create a repeatable process to manage campaigns for tradeshows, general nurture, and other segmented events.

SOLUTION

How did you select this vendor?

Prior experience with the firm.

Describe the scope of their work in detail.

Provides maintenance of the Pardot solution, building advanced campaigns we can use today and in the future.

What was the team composition?

Project manager and consultants.

RESULTS & FEEDBACK

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

Early progress generated leads and led to one closing. This was the result of multiple campaigns where we cleansed the Salesforce db after 7 years of leads being entered, without regular follow-up.

How effective was the workflow between your team and theirs?

Excellent, great communication and uses Basecamp to converse on projects

What did you find most impressive about this company?

Excellent people with good skills. They will seek to find the answer if they don't know it.