Sales Outsourcing for Financial Services Company

5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"We were most impressed by Belkins' consistent delivery of high-quality leads and proactive approach to understanding and meeting our specific business needs."

Jul 23, 2024
Chief Revenue Officer, Pinnacle Minds
Rob Domenico
Verified

A financial services company hired Belkins to generate qualified leads and provide appointment-setting support. This involved identifying qualified leads and scheduling meetings.

Belkins successfully generated 15 highly qualified leads for the client, resulting in increased brand awareness and a significant expansion of their business opportunities pipeline. The team delivered on time and maintained seamless communication. Their proactive approach to meeting needs stood out.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Chief Revenue Officer of Pinnacle Minds

Describe what your company does in a single sentence.


Pinnacle Minds assists small business owners and operators with identifying and obtaining tax incentives, government grants, government loans, other capital, and lower merchant services rates that they are entitled to.

OPPORTUNITY / CHALLENGE

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

  • We hired Belkins to generate highly qualified leads, raise brand awareness, and broaden our pipeline of business prospects.

SOLUTION

How did you find Belkins?

Referral

Why did you select Belkins over others?

  • High ratings
  • Pricing fit our budget
  • Referred to me
  • Company values aligned

How many teammates from Belkins were assigned to this project?

2-5 Employees

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

Belkins provided comprehensive appointment setting services, such as identifying and qualifying leads, scheduling meetings, and providing progress updates and reports. Their primary deliverables included the generation of over 15 highly qualified leads and ongoing communication to ensure alignment with our business objectives.

RESULTS & FEEDBACK

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

The measurable results included the generation of over 15 highly qualified leads, increased brand awareness, and a significant expansion of our business opportunities pipeline.

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

Their project management was superb. They consistently delivered on time and were extremely responsive to our needs, resulting in seamless communication and integration with our 

What was your primary form of communication with Belkins?

  • Virtual Meeting
  • Email or Messaging App

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

We were most impressed by Belkins' consistent delivery of high-quality leads and proactive approach to understanding and meeting our specific business needs.

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

None that I can think of.

RATINGS

5.0
  • Quality

    5.0

    Service & Deliverables

  • Schedule

    5.0

    On time / deadlines

  • Cost

    5.0

    Value / within estimates

  • Willing to Refer

    5.0

    NPS