Purple Sales

BACKGROUND

Please describe your company and position.

I am a regional director at Ortec Environment Services

Describe what your company does in a single sentence.

Industrial Cleaning

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Purple Sales to accomplish?

• Generate qualified appointments in the regions where OES is established that could turn into PO or Sales

SOLUTION

How did you find Purple Sales?

• Online Search
• Clutch Site

Why did you select Purple Sales over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget

How many teammates from Purple Sales were assigned to this project?

2-5 Employees

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

Sourcing companies and contacts in 3 regions where OES is establishe, i.e. Sarnia, London and Hamilton.

Define call and email scripts with the technical help of OES experts

Make qualified appointments for OES Managers (5-10 per month)

Adjust the messaging to improve reach and efficacy

RESULTS & FEEDBACK

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

steady number of appointments over the contract period

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

Apart from the results obtained in terms of appointments booked directly by Purple Sales SDR, we had a weekly online meeting between Purple Team and OES Managers, where the current activities and Hubspot pielines were discussed.

Besides, for specific matters, we communicated via Slack

What was your primary form of communication with Purple Sales?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

The efficiency of their SDR Amanda and the way she could capture the technicality of our industrial activities.

Their capabilities in sourcing clients and contacts with their AI tool.

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

So far they have been up to our expectations

BACKGROUND

Please describe your company and position.

I am the CEO of Catalyzr, Inc.

Describe what your company does in a single sentence.

Catalyzr creates software for technology companies that identifies candidates who match their best revenue generators to drive growth.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Purple Sales to accomplish?

• Redesign of Website

SOLUTION

How did you find Purple Sales?

Referral

Why did you select Purple Sales over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Purple Sales 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 Purple Sales team to help Cayalyzr rework our branding. This included: A set of brand guidelines, redesigning our website, and the creation of templates for our PowerPoint presentations, case studies, brochures, and one-pagers. 

RESULTS & FEEDBACK

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

Surveys of our customers found that they had an easier time understanding what Catalyzr does and navigating our site with the redesign.  Purple Sales also set up branded landing pages to collect marketing and lead-generation data for visitors who downloaded our materials, increasing the number of leads generated by inbound marketing campaigns by 2-3x. 

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

Purple Sales was very responsive to our needs and went above and beyond to make sure we hit our initial timelines, which were tied to a trade show that we were attending. 

What was your primary form of communication with Purple Sales?

• Virtual Meeting
• Email or Messaging App

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

The company is exceptionally customer-focused and went above and beyond to help us find the right design concepts for our site, even helping us to refine our go-to-market thinking and messaging. 

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

No, they were great. 

BACKGROUND

Please describe your company and position.

 I am the Director of an it services company 

Describe what your company does in a single sentence.

We werefounded in 2005 with a vision of offering unparalleled service for enterprises and governments when it comes to cyber security & intelligence.  

Our mission is to empower companies worldwide with in-depth cyber security care.

We strive to redefine industry norms, lead with visionary solutions, and set a new standard for excellence, shaping a secure and resilient digital landscape for the future.

Our vision extends beyond innovation; it’s a culture of courage that empowers us to explore unconventional solutions and transform them into new standards. By leveraging the data intelligence of leaked credentials, vulnerability scanning, SecureDNS requests, cloud security and overarching bank security models, we aspire to set unprecedented benchmarks.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Purple Sales to accomplish?

Collaborate to enhance and promote our cybersecurity solutions by making high qualified appointments.

SOLUTION

How did you find Purple Sales?

Online Search

Why did you select Purple Sales over others?

• Great culture fit
• Company values aligned

How many teammates from Purple Sales were assigned to this project?

2-5 Employees

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

To support our expansion efforts, we began searching for a professional sales company to handle outbound calls for our solution, Secutec SecureDNS.

The biggest challenge was simplifying the marketing and storytelling to present the solution in a way that the audience could easily understand.  

RESULTS & FEEDBACK

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

They helped us with business and marketing growth by launching the Secutec SecureDNS campaign, working on the content of landing page and lead follow up. 

Their ability to critically analyze their work and propose improvements instills confidence in us as we look to expand our business.

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

They assisted us in defining the scope, following up on content and lead generation. Weekly syncs were scheduled to discuss reports, callbacks, appointments scheduled, and more.

What was your primary form of communication with Purple Sales?

Virtual Meeting

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

It`s a highly professional company that assists in strategizing, executing, and following up on agreed-upon outcomes.

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

It’s still too early to tell.

BACKGROUND

Please describe your company and position.

I am the President and CEO of Cyberspective

Describe what your company does in a single sentence.

Cybersecurity Professional Services, Consulting and Advisory

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Purple Sales to accomplish?

• Help us define and build our outbound sales strategy
• Identify and bring us new qualified sales meetings on a montlhy basis.

SOLUTION

How did you find Purple Sales?

Online Search

Why did you select Purple Sales over others?

• Great culture fit
• Company values aligned

How many teammates from Purple Sales were assigned to this project?

2-5 Employees

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

Scope covered our branding, messaging, tech stack, and outreach strategy for our core cybersecurity consulting and advisory services. Target deliverables included a branding guideline and tools to support sales (i.e pitch deck). CRM and e-mail infrastructure setup. Lead generation and qualification from chosen customer profile segment. Meeting booking with qualified prospects.

RESULTS & FEEDBACK

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

Campaigns metrics show improving results. Meetings with qualified prospects are getting booked. We are closing sales using the tools designed by them.

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

Project management was tight. Each step was clearly defined prior execution and delivered on time. No bad surprises on our end. They adapted our requests and changes promptly to their plans and delivered as agreed on time.

What was your primary form of communication with Purple Sales?

• Virtual Meeting
• Email or Messaging App

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

They really take the time to understand their customer. They don't play the know-it-all expert game. We always feel that they want us to win just like any teammate would.

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

Hard to tell. Perhaps they should invite me for Champagne once in while at their office in Toronto! But more seriously I don't see much to improve that would significantly impact our current work.

BACKGROUND

Please describe your company and position.

I am the Director, Operations 

Describe what your company does in a single sentence.

We are a member-based association that represents Canadian mortgage professionals.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Purple Sales to accomplish?

• Implement new marketing software
• Migrate legacy content and data to new marketing software
• Optimize new marketing software

SOLUTION

How did you find Purple Sales?

Referral

Why did you select Purple Sales over others?

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

How many teammates from Purple Sales were assigned to this project?

2-5 Employees

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

Implementation of a new marketing platform. This consisted of configuring the new platform to meet our business needs and to be able to store our migrated legacy data fields. Migrating our user data from the old platform to the new one, setting up new user lists, email templates and landing pages.

RESULTS & FEEDBACK

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

A working marketing platform with our data successfully loaded into it. The creation of email templates and user lists that we could use to send our communications out to.

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

They were good at keeping up with project deliverables and maintaining open communication throughout the duration of the project to ensure work was being done on time, as expected. We had regular virtual meetings to review completed items and any outstanding work. They constantly asked us for feedback on how things were going to ensure they were in line with expectations.

What was your primary form of communication with Purple Sales?

• Virtual Meeting
• Email or Messaging App

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

Their level of care for their customer impressed us. They seemed to really care about our needs, what we wanted, how we wanted it, and when we wanted it and ensured to deliver as expected. They were always on top of things which made working with them really easy.

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

None that I can think of.

BACKGROUND

Introduce your business and what you do there.

I’m an executive for a SaaS startup focused on bringing visibility and collaboration to the supply chain.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Purple Sales?

We were trying to acquire best practices on complex calls because our product is a complex solution.

SOLUTION

What was the scope of their involvement?

Our primary work has been focused on the marketing and sales side. We collaborated with Purple Sales to come up with the initial documentation, and the first part of the mandate was to define the marketing material. We spent three months defining a brochure, a website, and a pitch deck. We jointly crafted the key messaging, illustrations, and how we wanted to simplify our complex solution. 

They’ve also been helping us with lead generation, identifying the right targets and personnel, and engagement. Purple Sales has taken us through a sales cycle with lead generation, prospects, interest, sales, and contract confirmation. 

We’re currently working on creating a list of the top 50 companies in our industry to target and use HubSpot to help frame the research and process. We also collaborate on customized scripts for reaching out to each company. 

What is the team composition?

We work with Sam (Founder & CEO), and our main point of contact is Romain (Business Development Director).

How did you come to work with Purple Sales?

We knew Sam because we belong to the same network; we chose Purple Sales because we trusted Sam. 

How much have you invested with them?

We’ve invested around €30,000 (approximately $32,000 USD). 

What is the status of this engagement?

We started working together in July 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We measure success based on feedback from customers, partners, and investors. Before starting with Purple Sales, we had a very poor presentation, but we were able to refine the marketing material and the narrative with their help. We’ve been able to improve our traction and have been receiving positive feedback.

We’re not able to measure the success of the lead generation yet, but Purple Sales acts as a sales extension for our company. We have a very challenging solution, and managing the complexity has been difficult, but we are very happy with everything we’ve done together so far. 

How did Purple Sales perform from a project management standpoint?

Their project management is agile and responsive; we use Slack and Google Drive for communication and project tracking. 

What did you find most impressive about them?

They are experts in lead generation and have a very good understanding of complex sales cycles, which is very valuable. We know that software sales are not a simple area to navigate, but they have a lot of experience with it. 

Are there any areas they could improve?

Stepping into this next phase of work, we’re hoping they can drive lead generation. 

Do you have any advice for potential customers?

Embrace the collaboration; the more you put into it, the more you will get out of it. You need to align regularly to make sure you’re on the same page.

BACKGROUND

Please describe your company and your position there.

I'm the CEO of Relequint. We're a growth strategy firm delivering inbound marketing for B2B clients in tech, healthcare, manufacturing, and professional service firms.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Purple Sales?

We partnered with Purple Sales to develop integrated inbound and outbound marketing strategies for Relequint promoting our Growth Catalyst Framework™. From lead generation and appointment setting to follow-up calls and dedicated SDRs.

SOLUTION

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

We had trouble finding sales partners that were reliable and provided consistent service. We have had partners that would start strong then the results would diminish over time. We found Purple Sales through a LinkedIn connection and we initially used them on client accounts.

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

Our work with Purple Sales began with diagnostics about our ICP (Ideal Customer Profile) and buyer personas we had built, they focused on the specific offerings for our campaigns. They additionally spoke to several key members of our team and developed a tailored sales plan for that included the channels we had requested along with strategic recommendations. We started with lead generation and appointment setting and this led to follow-up calls and eventually dedicated SDRs.

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

While we have worked closely with their Director of Sales, Director of Marketing, and our dedicated SDRs, but we have also had access to and received recommendations on challenging prospects from their CEO.

RESULTS & FEEDBACK

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

Within the first quarter of working with Purple Sales we were able to reach our new retainer goal for the year. We were impressed with their ability to quickly understand our business and develop an active pipeline.

How effective was the workflow between your team and theirs?

Purple Sales developed a workflow with us that was tailored to how we work and out own sales process. We have weekly touch-base meetings with their team to go over progress and next steps for each buyer persona. We also communicate over Slack and email for questions and updates. They are very well organized, attentive, and their communications are clear.

We work very collaboratively with them on email and messaging copy and they follow our brand guidelines. Thanks to their timeliness our pipeline is remaining consistent.

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

Our team has a lot of respect for their experience, strategic thinking, and the logic behind their process. They have provided excellent enterprise B2B sales guidance. Their focus on continuous improvement shows in the results of our campaigns. When something goes off-track, they dig into the source of the problem.

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

We are very happy with our partnership with Purple Sales. We are actually looking for ways that we can further integrate our services with theirs for a combined offering.

BACKGROUND

Please describe your company and your position there.

I am the director of business development and responsible for revenue generation, marketing efforts and account management for the company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Purple Sales?

We hired Purple to assist with our adoption of Hubspot CRM for our sales development efforts and to track our deals in our revenue pipeline. We also hired them to manage outbound email/call efforts for an existing target market as well as developing a new campaign aimed at new target customers.

SOLUTION

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

They had already done good work with us in migrating from a different CRM to Hubspot so we decided to continue employing them for outbound sales development efforts (taking over an existing campaign and launching a new campaign targeting a new vertical).

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

We wanted a partner who could work quickly to adopt an existing campaign being run inside our Hubspot CRM. This allowed us to seamlessly move a process previously being run by an internal staff member to them.

And we also had a need to pursue a new target market (through email and discovery/exploration calls) with new messaging in the hopes of booking meetings with us. Purple Sales offered us a team of content, data, email/phone experts to help get the project rolling.

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

We've worked with an account manager and 2 other email/call experts. Behind the scenes we know they've also used some internal content and data experts.

RESULTS & FEEDBACK

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

They've been able to book meetings for us in our existing campaign sequence and have worked diligently to optimize the new campaign to secure meetings for us. They've been able to push a large volume of prospecting emails out for us exceeding our past records for volume substantially (50%+)

How effective was the workflow between your team and theirs?

We have 2 weekly meetings to review progress and/or any blockers or new ideas. They have been responsive and helpful.

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

They are active problem-solvers and are open to experimentation in order to optimize results. They also offer their best practice expertise to enhance scripts and messaging.

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

Ideally, even more best practices/recommendations could be brought to bear in suggesting adjustments to workflows, timing and scripts.

BACKGROUND

Introduce your business and what you do there.

I’m part of the sales team, and I work for a software company that sells solutions to brokers that helps them communicate efficiently with carriers.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Purple Sales?

We were a very young startup, with a sales team with just a few representatives. As a result, we were looking for Purple Sales with our lead generation efforts.

SOLUTION

What was the scope of their involvement?

We shared our ideal client profile with Purple Sales including positions of people that would be effective clients for us. If I remember correctly, the starting list we gave them includes the top 500 brokers in the US.

Purple Sales have two primary tasks which include identifying potential customers and marketing to them. Their main goal is to provide us with qualified appointments so their work involves email campaigning, following up with customers to find us leads, and more. HubSpot is one of the tools they use. Beyond that, they’ve got some marketing stuff that I’m not familiar with.

What is the team composition?

We have a couple of people working on our project, but we primarily communicate with Doorvesh (Sales & Strategic Partnership Manager) who serves as our project manager. He’s basically taken on every role, and he provides us with weekly updates.

How did you come to work with Purple Sales?

I wasn’t sure how we found them, but I think it was based on a personal relationship.

How much have you invested with them?

We spend $3,000–$5,000 a month.

What is the status of this engagement?

Our ongoing collaboration began in June 2020.

RESULTS & FEEDBACK

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

We base their performance on the clicks of our email campaigns, and we’re hovering in the 20%–%30 range. As a result, we have a list with around 8,000 names, so we’ve been able to get the word out. We also measure their success based on the appointments they’ve gotten us; so far, we’ve had a good number of appointments. Overall, Purple Sales have been able to tackle our marketing and lead-related needs. In fact, they’ve gone above and beyond to deliver our requests, which makes them great. 

How did Purple Sales perform from a project management standpoint?

They have an excellent project management process, and they’re always spot on with their weekly updates as well as with our requests. They also give us access to their outputs through a shared drive. Overall, I’m very satisfied with our partnership.

What did you find most impressive about them?

They’ve been extremely willing to work on our ad hoc requests even if they’re outside the scope of our contract. More importantly, they finish it quickly.

Are there any areas they could improve?

I want to have more leads. However, I don’t think there’s a salesperson anywhere that will say they have enough leads.

Do you have any advice for potential customers?

Ensure that you understand your value proposition and the differentiators of your product. Furthermore, have a very clear understanding of your ideal clients.