SalesRoads

BACKGROUND

Introduce your business and what you do there.

I'm a department head at Paypro Workforce Management. We're an expert implementation and value-added reseller of the award-winning UKG Ready HCM platform.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SalesRoads?

We wanted to generate more meetings and high-quality opportunities.

SOLUTION

What was the scope of their involvement?

SalesRoads deployed SDRs on our team's behalf to book meetings with potential partners where our organization could add value. The SDRs did list building and strategic engagement via email campaigns and phone calls.

What is the team composition?

We worked with 4 to 6 teammates from SalesRoads, depending on the time.

How did you come to work with SalesRoads?

We found SalesRoads through a referral. We had tried numerous options in the space, and someone on our team highly recommended SalesRoads after having a good experience with them.

What is the status of this engagement?

We worked together from May 2021 to May 2025.

RESULTS & FEEDBACK

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

The program was ROI positive and generally averaged between 3–5 meetings per month for our team. The number of leads and recurring revenue driven from SalesRoads was around 10% over the full period.

How did SalesRoads perform from a project management standpoint?

Yes, SalesRoads was a really good partner. When needed, the whole organization leaned in from the top down. We communicated through weekly meetings and email.

What did you find most impressive about them?

Their ability to engage with us and help solve problems was impressive. There were a lot of environmental changes during the period we worked together from the post-COVID-19 world, and SalesRoads was an adaptable partner.

Are there any areas they could improve?

No, there was nothing I could think of.

BACKGROUND

Please describe your company and position.

 I am the Founder of a financial services company 

Describe what your company does in a single sentence.

Finance support for ambitious businesses

OPPORTUNITY / CHALLENGE

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

Drive additional leads

SOLUTION

How did you find SalesRoads?

• Online Search
• Referral

Why did you select SalesRoads over others?

• High ratings
• Referred to me
• Strong case studies

How many teammates from SalesRoads were assigned to this project?

2-5 Employees

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

I contracted salesroads to build an appointment setting campaign for my business. The engagement started with a playbook that contained some strategy as well as call and email templates. After approving the playbook, they staffed sales reps to execute the playbook. The key deliverable / goal was the appointments set but the playbook was also a major milestone. 

RESULTS & FEEDBACK

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

Salesroads set consistent appointments over ~8 months. Many of the appointments lead to qualified sales opportunities and new deals.

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

Salesroads was very prompt and responsive

What was your primary form of communication with SalesRoads?

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

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

They were committed to staffing exceptional talent, and it showed in every element of their work.

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

nothing comes to mind

BACKGROUND

Please describe your company and position.

I am the VP of marketing of a design agency.

Describe what your company does in a single sentence.

We are a research driven story telling agency.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire VSA Prospecting to accomplish?

• Book Appointments

SOLUTION

How did you find VSA Prospecting?

Referral

Why did you select VSA Prospecting over others?

Referred to me

How many teammates from VSA Prospecting were assigned to this project?

2-5 Employees

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

• Book at least two appointments per week.

RESULTS & FEEDBACK

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

• Two meetings per week

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

They provided weekly summaries and weekly meetings.

What was your primary form of communication with VSA Prospecting?

Virtual Meeting

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

I was impressed with their ability to synthesize our information and translate it into sales vocabulary.

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

Nothing tangible.

BACKGROUND

Please describe your company and position.

I am the Co-founder of FundStreet Technologies

Describe what your company does in a single sentence.

Financing for Small Businesses

OPPORTUNITY / CHALLENGE

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

• B2B Appointment Setting

SOLUTION

How did you find SalesRoads?

Referral

Why did you select SalesRoads over others?

• Close to my geographic location
• Great culture fit
• Referred to me

How many teammates from SalesRoads were assigned to this project?

6-10 Employees

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

Salesroads has been a trusted partner helping us generate and qualify leads for business financing products since 2021.

RESULTS & FEEDBACK

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

Salesroads outpeformed our internal center and drove much higher sales as we were scaling back up after Covid.

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

Project Management Team was very responsive, even had a high level of involvement from the owner.

What was your primary form of communication with SalesRoads?

• Virtual Meeting
• Email or Messaging App

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

What is unique about Salesroads is their committment to deeply understanding our success metrics and focus on delivering ROI / Performance.

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

Not really that we've seen. We're very happy with our ongoing partnership with them.

BACKGROUND

Please describe your company and position.

I am the CEO of Skyline Building Care

Describe what your company does in a single sentence.

Skyline Building Care provides commercial janitorial services.

OPPORTUNITY / CHALLENGE

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

• Create face to face appointments for our sales team

SOLUTION

How did you find SalesRoads?

Referral

Why did you select SalesRoads over others?

High ratings, Great culture fit, Referred to me

What was the size of SalesRoads’s team?

2-5 Employees

What was your primary form of communication with SalesRoads?

Virtual Meeting

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

SalesRoads was hired by Skyline Building Care to create sales appointments for our sales team. They created multiple face to face appointments with B2B prospects to offer a free quotation to offer our commercial janitorial services.

RESULTS & FEEDBACK

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

• Appointments

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

The CEO David was involved at the beginning and stayed involved throughout the entire project. David brought in various team members to set up and execute the project.

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

I was impressed with SalesRoad's communication and execution.

Are there any areas for improvement or something {provider_name} could have done differently?

I was happy with the outcomes!

BACKGROUND

Please describe your company and your position there.

Sales Consulting and Execution, North American Practice Leader

OPPORTUNITY / CHALLENGE

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

Engaging with construction, painting, and remodeling companies and advocating for brand expansion by influencing teams to a national big box store. Advocating on behalf of the manufacture to drive increased purchase amount and basket size purchases.

SOLUTION

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

10 Lead Development resources working nationally to engage with past and new customers on behalf of Internation Manahfacture. Worked with inside and outside sales teams to grow the book of existing business and cultivate new business, 400 meetings per month.

Describe the project in detail and walk through their service package, including any calling tools used.

Program Management & Oversight, sourcing of Lead Dev Reps, light reporting, and analytics.

Who did you work with and what was the feedback process like?

We worked with David and the team to execute a national project and were very satisfied with the results. 5 star rating.

RESULTS & FEEDBACK

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

Drove over 15 million $ in qualified pipeline opportunities.

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

Weekly communication, daily updates, metrics measurement and KPI attainment.

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

We were impressed with their consistency execution of deliverables.

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

none.

BACKGROUND

Please describe your company and your position there.

The company was an AI software provider and I was in charge of the Inside Sales function.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SalesRoads?

Outbound cold calling and appointment setting services.

What were your goals for this project?

Increase the volume of customer interactions and accelerate revenue growth.

SOLUTION

How did you select SalesRoads?

We conducted an extensive search and interviews with multiple companies and found SalesRoads to be the most competent.

Describe the project in detail.

SalesRoads recruited and retained two SDR teams to engage in related projects on our behalf. Both campaigns were outbound cold calling campaigns looking to generate top of funnel opportunities, although one campaign deployed a targeted account approach.

What was the team composition?

SalesRoads retained two SDR teams who were overseen by a dedicated program manager. SalesRoads President, David Kreiger, was involved in the project as needed to ensure success.

RESULTS & FEEDBACK

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

By working with SalesRoads we were able to 3X our appointment volume and the quality of those appointments was significantly better.

How effective was the workflow between your team and theirs?

Very strong. Their management team is responsive and knowledgeable. They joined our Slack channels and were available literally on a seconds notice - even while on the call with a customer.

What did you find most impressive about this company?

The quality of sales executives they have on staff is unmatched.

Are there any areas for improvement?

None that I can think of.

OPPORTUNITY / CHALLENGE

Why does your firm need outbound services? Did you use to handle these needs in-house?

This is a necessary process for us and important to all members of our company.

How many outbound calls did your company handle every day?

It is about 700.

What challenge were you trying to address with the service provider?

We have many objectives, their experience is the most important factor.

SOLUTION

What was the scope of the service provider's involvement?

They provide more opportunities for our team.

Could you describe the service provider's pricing structure and how they billed you?

They provide a very good billing structure.

How did you come to work with this service provider?

I don't know.

How would you assess the service provider's abilities to conduct outbound sales calls, generate new business, and handle customer issues?

This service is very important and they can do it well.

How much time and money does this service provider save you each month?

It saves maybe $500 per month.

RESULTS & FEEDBACK

What takeaways and measures of success can you share about working with this service provider?

They work well.

What are the service provider's strengths?

They are excellent overall.

What areas can the service provider improve?

Yes, they can improve.

How long has your company been working with this service provider?

We have worked with them for five years.

How much money do you spend annually with this service provider?

This is confidential.