Callbox

Please describe your company and your position there.

I am the Business Development Specialist from a Clinical Effective Solutions Company

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

Have telemarketing calls to prospects to maximize our business opportunity

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

We chose this vendor as the project manager had used their services before and we are very confident and satisfied with the results they achieved.

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

They provide client profiling services and weekday 9am to 6pm calls to our prospect. Training was given to agents to ensure they have proper product knowledge and taught agent how to CHAMP qualify prospects. Agent then proceed to secure phone meeting after verifying and passed CHAMP qualification.

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

I worked with APAC Director - Client Services and Sales, manager and agent to achieve the results we wanted. Weekly calls to update progress and random calls made by Agent for QA purpose

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

CallBox helps to streamline actual prospects who fulfills CHAMP qualification before securing phone meeting with client. This had proven very effective as we eliminate the pain of chasing after prospects who has no intention or budget to purchase from us.

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

Weekly online meeting with the managers and agent. Emailing updates and progress before each meeting and they are very adaptable and fast to react when we propose some changes in our strategies

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

They are very fast and persistent in calling all our prospects despite this challenging time, as our clients are mostly doctors. They also ensure the leads passed to us are of good grades where business opportunities are much higher compare to other telemarketing companies .

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

They speak quite fast as they need to comb as many prospects as possible, thus resulting for them to sound a bit robotic when talking to prospects.

Please describe your company and your position there.

Allotrac is a leader in providing innovative software solutions and workflow automation for businesses in the transportation and logistics industries. With cloud-based technology, Allotrac is transforming businesses into modern workspaces with its configurable platform of features and integrations.

Our clients range from SMEs to some of Australia and New Zealand's largest enterprises.

For what projects/services did your company hire Callbox?

Before the introduction of Callbox, all of the leads we generated were from inbound channels. At the time, we didn't have the resources internally to be able to cater for both channels.

So, we went to market for a company to partner with that could scale the companies growth which didn't require any resources from our end.  Callbox provides Allotrac with an outbound sales and marketing team which specialises in account-based marketing.

The multi-channel marketing service includes a combination of call, email and social media marketing.  

What were your goals for this project?

The main objective for our project with Callbox was to generate sales qualified leads from outbound channels which could then be handed over to our team of Account Executives. 

How did you select Callbox?

We conducted extensive research on multiple vendors specialising in B2B lead management services over a 3 month period. We decided to partner with Callbox as they had the resources to scale our business and flexibility to pivot, should we wanted to expand our agreement.

The main reason we decided to partner with Callbox was that they could guarantee a minimum quantity and quality of sales qualified leads at a cost-effective price.  

Describe the project in detail.

Callbox creates and executes a number of outbound sales and marketing campaigns by leveraging a combination of email and social marketing in conjunction with direct calls to generate appointments for our Account Executives.

The handover to our team is seamless as the Callbox agent provides an overview of the lead to our Account Executive who is then able to suggest a solution on the initial call.

The campaigns are reevaluated each quarter aligned to our services agreement, along with call scripts, cadences and other sales enablement materials.

What was the team composition?

We work with Callbox’s Service, Success and Production Manager, as well as three more resources, including a Content Writer and a QA. The Client Success Manager acts as a Project Manager for all of our campaigns and there’s a Production Manager who schedules appointments and tweaks messaging for campaigns.

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

Callbox has generated discussions with blue-chip prospects which we otherwise wouldn't have approached or wouldn't have been able to get in touch with. Callbox has been successful in achieving its goals and increasing our pipeline as a result.

We will continue our partnership with Callbox as we look to scale our business in the future.

How effective was the workflow between your team and theirs?

The workflow has been excellent. Callbox is responsive and acts as though they are an extended part of our company which is exactly the model we convey in our business to our clients.

The integration into our CRM was seamless as Callbox was able to adapt to our lead qualification process. The ability to have that information on hand for reporting purposes has been invaluable.

What did you find most impressive about this company?

The most impressive attribute of Callbox was their understanding of our business and the prospects we were targeting. Callbox took the time to learn our features and were able to articulate the benefits of our software with prospects in different industries.

Are there any areas for improvement?

As with any business relationship, there are always areas where both parties can improve their processes. At the moment, there isn't any constructive criticism that I can share. I feel Callbox are doing everything we are paying them to do.

Please describe your company and your position there.

I am the Regional Marketing Analyst with Crown Equipment Southeast Asia.

For what projects/services did your company hire Callbox?

We have been building up our customer database contacts through cold-visiting by our sales team over the past five years across Southeast Asia and due to the COVID-19 movement restrictions, we have sourced for Callbox to support the continuous efforts to grow our database.

What were your goals for this project?

1. To grow our database through acquiring new contacts. 2. To cleanse our existing database through validating and updating / adding mobile contacts. 2. To generate leads from the contacts.

How did you select Callbox?

We searched for the agencies that can support our above objectives and came down to finalists - for which Callbox appears to be able to support more countries within the SEA region that we cover than the competing agencies.

Describe the project in detail.

(See project objectives)

What was the team composition?

We have an account manager, Mitos, as well as: 1. a database research / sourcing team. 2. a outbound calling team. 3. a lead-gen QA team.

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

1. We have grown market awareness towards our brand from 31% to 61%. 2. We have generated an average of 20 leads per month over the three-month project. 3.

How effective was the workflow between your team and theirs?

Mitos, our account manager, was easy to work with and could quickly grasp our questions, needs and requirements. Through her coordination and management of the team, we adjusted and improved our workflow and communications flow over the three months.

What did you find most impressive about this company?

Has an extensive knowledge and detailed process flow for database research, sourcing, cleansing, through to customer lead generation, qualification, nurturing and follow-up activities.

Are there any areas for improvement?

The reporting metrics could be refined further, as well as process flow could be tighter and communcations flow could be more proactive, that said we are very pleased with the vast improvements in this second campaign from the first campaign.

Please describe your company and your position there.

We partner Oracle Netsuite to provide a complete cloud ERP system for customers in Malaysia to grow their local and global businesses. As Head of Sales & Marketing, responsible for revenue generation and new business development.

For what projects/services did your company hire Callbox?

We hired Callbox for providing Simplify consulting with sales qualified leads by helping us implement customer-centric demand generation initiatives through multiple channels. Specifically we needed services related to event management, inside sales, and digital marketing.

What were your goals for this project?

Increase sale of Oracle Netsuite Cloud ERP, and build brand of Simplify Consulting

How did you select Callbox?

We invited proposals from multiple vendors and finally selected Callbox to provide us the required services. Deciding factor was the packaged demand gen services across multiple channels for a fixed price.

Describe the project in detail.

Assigning a dedicated Account manager & Campaign Manager, Sharing with us targeted list of prospects Helping us with content development for demand gen initiatives Lead management Sales enablement and support being the most important service for us.

What was the team composition?

Our Go-To persons at Callbox with whom we interact regularly are Account Manager (Client Success Manager) & Campaign Manager (Production Manager) The size of the team is scaled up as and when required; for webinar etc.,

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

Callbox team have set up appointments with prospects after qualifying the leads.

How effective was the workflow between your team and theirs?

Kara & Isabel from Callbox are performing quite well from project management standpoint. Both of them are good at communication, scheduling, and executing the marketing initiatives. They always take feedback positively and are remarkable at following up.

What did you find most impressive about this company?

Multi-touch and multi-channel demand gen services all bundled together with the Account Manager & Campaign Manager updating the progress on weekly basis.

Are there any areas for improvement?

Be customers advocate and proactively suggest consumption of services for which Callbox's services are hired.

Please describe your company and your position there.

We partner Oracle Netsuite to provide a complete cloud ERP system for companies in Malaysia to grow their local and global businesses.

For what projects/services did your company hire Callbox?

We hired Callbox for providing Simplify consulting with sales qualified leads by helping us implement customer-centric demand generation initiatives through multiple channels. Specifically we needed services related to event management, inside sales, and digital marketing.

What were your goals for this project?

Increase sale of Oracle Netsuite Cloud ERP, and build brand of Simplify Consulting

How did you select Callbox?

We invited proposals from multiple vendors and finally selected Callbox to provide us the required services. Deciding factor was the packaged demand gen services across multiple channels for a fixed price.

Describe the scope of their work in detail.

1. Assigning a dedicated Account manager & Campaign Manager,
2. Sharing with us targeted list of prospects
3. Helping us with content development for demand gen initiatives
4. Lead management
5. Sales enablement and support being the most important service for us.

What was the team composition?

Our Go-To persons at Callbox with whom we interact regularly are Account Manager (Client Success Manager) & Campaign Manager (Production Manager) The size of the team is scaled up as and when required; for webinar etc.,

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

Qualifying the lead and setting up of appointment with prospect.

How effective was the workflow between your team and theirs?

Kara & Isabel are performing quite well from project management standpoint. Both of them are good at communication, scheduling, and executing the marketing initiatives. They have always taken feedback positively and are remarkable at following up.

What did you find most impressive about this company?

Multi-touch and multi-channel demand gen services all bundled together with the Account Manager & Campaign Manager updating the progress on weekly basis.

Are there any areas for improvement?

Be customers advocate and proactively suggest consumption of services for which Callbox's services are hired.

Introduce your business and what you do there.

I’m a partner at CQNS. We’re a marketing agency specializing in marketing for economic development and tourism organizations.

What challenge were you trying to address with Callbox?

We wanted to create some consistency in our sales pipeline.

What was the scope of their involvement?

Primarily, we wanted to utilize Callbox for some appointment setting and lead generation. They built a program that uses social media and online advertising to create some awareness. They were doing call-outs to qualified candidates to qualify them for sales and set appointments for our team to follow up with. The most important deliverable was appointments.

What is the team composition?

We work with a client services manager and someone over operations.

How did you come to work with Callbox?

We found them through an online search. I selected them because they had a great case study with a company similar to ours. Their process was very clear. Their team did a good job of helping me understand what the steps would be and what would happen. Ultimately, they were priced very competitively.

How much have you invested with them?

We’ve invested about $30,000.

What is the status of this engagement?

Our ongoing engagement started in August 2020.

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

Over the engagement, they’ve booked us 125 appointments and generated close to 300 marketing qualified leads. That’s exactly what we were looking for, to improve our pipeline. We see now that we have many more ongoing conversations with our target audience about the kinds of services we offer.

Even if those aren’t instantly turning over to opportunities or sales, they’re doing a great job for awareness. We’re hearing throughout the industry and when we talk to other people that they know our name and who we are. It’s been good for our brand as well.

How did Callbox perform from a project management standpoint?

All of our correspondence is online. They’ve done a great job with that. We have regular Zoom call status meetings. The Callbox team is always prepared and has reports ready to show us the number of emails sent and calls made; as well as the number of ads served and people we connected with. Their data is really great.

They’re very responsive. Whenever we ask for something, they take care of it right away and always close the loop by communicating back with us. Their project management skills are excellent. Callbox is consistently on time, on budget, and on delivery. They’re doing the things that we need.

What did you find most impressive about them?

They quickly internalized our story and what we do. We’re pretty niche. The kinds of services we offer aren’t mass market, they’re for a very specific kind of audience. It takes a bit of understanding of how we spin a marketing story for such a specific audience. Callbox does a great job of taking notes and feedback from us. They’re turning it into scripts and ads.

Are there any areas they could improve?

Make sure we’re showing an evolution of the program. It’s not that they don’t do that, it just isn’t always top of mind. There’s a focus on doing what’s been required, which is rightfully so, but every now and then they tell me about new and interesting things which is great. Callbox could certainly do more of that.

Do you have any advice for potential customers?

Have a conversation with their team so you can get a sense of the experience. Because they do a lot of things online, you could go pretty far in the process without ever really talking to someone. That would probably be to your detriment.

You want to meet them. That’ll give you a better sense of what it’s like to be on the phone with them which feeds into what it’d be like for your prospects to be on the phone with them. For me, it was all very positive. The vibes they gave me off those calls gave me a lot of confidence going forward.

Please describe your company and your position there.

IT-HenHouse is an Information Technology company that helps businesses grow and streamline their business operations using business software technology. As the Vice-President, I am responsible for developing and facilitating marketing strategies that create new business deals and enhance our existing customer retention.

In my strategic role, I uncover opportunities to expand our services, capabilities, and geographic footprint.

For what projects/services did your company hire Callbox?

IT-HenHouse faced two challenges. We are a new company and we are competing in a crowded marketplace. We have a lot of technical experience and very minimal sales experience. In addition, we have a small staff wearing many hats.

We had an Opportunity for Callbox to help generate qualified leads for IT-Henhouse and be among the first to Introduce IT-Henhouse to the marketplace.

What were your goals for this project?

Our main objectives were to develop qualified leads that would be nurtured and get appointments scheduled that would allow us to introduce IT-HenHouse and present our services. We anticipate leads that would increase our revenue by at least 100%. We are starting at ground zero.

How did you select Callbox?

We started with an internet search. We tried other types of inbound marketing with absolutely no success. We looked at a couple of outbound marketing companies that were very good, but extremely expensive for us at the time. Callbox was out of reach for us financially at the beginning of our journey.

But we eventually positioned ourselves to make the investment. Our sales rep. was sooooo patient. Gary Sia. He followed up and it took us 3 years before we finally closed on the deal.

Describe the project in detail.

The initial meeting was amazing with the sales and marketing team. They are extremely organized and methodical. I was impressed and felt at ease immediately. The began with establishing the target audience and developing an understanding of our company tone, voice, and brand identity.

CallBox took the time to learn about our services. They collaborated with me on scripts and email templates being careful to strike a balance between my words and what they know works well. The package is a complete sales solution. A combination of emails, social media, and phone calls. We signed up for a 6-month package and we paid upfront.

What was the team composition?

There are at least 5 or 6 people involved on the team. Most of them work in the background but 3 of the team members interact with me directly on a daily/ weekly basis. The responsibilities of the team were encompassing. Callbox has every aspect of the project covered.

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

Callbox is like having a sales and marketing team. We have at least 4-6 appointments scheduled per week. We capture at least 4-6 Market qualified leads per week. I have time to work on other aspects of our newly started company. And there are alot of aspects.

CallBox is very professional and has a respected name in the marketplace, so that takes a weight off of my shoulder knowing that they take my business very seriously and that they are committed to the success of IT-HenHouse.

How effective was the workflow between your team and theirs?

The workflow between CallBox and IT-HenHouse is great. I am amazed at how thorough they are. They schedule appointments, send out invites to the leads and follow up with reminders on the day of the meeting. During the scheduled appointment Callbox gets on the call to provide a warm hand-off. One of the software tools that CallBox uses is Hubspot.

In Hubspot the lead information is captured and synced to my Zoho CRM. In my Zoho CRM, I am able to nurture the leads through to close. We meet weekly to go over the metrics of contacts made, no answers, appointments made etc.

What did you find most impressive about this company?

The most impressive thing about Callbox is that they are kind. They are very patient and IT-HenHouse can be a handful. So they are really patient. They are extremely organized and methodical. Process is important to me. I believe that a sound proccess leads to a sound product.

They listen to my ideas but make recommendations when they see the need and I like that because every idea that a customer has is not a good idea. And that is the truth.

Are there any areas for improvement?

I wonder if there is a method to engage leads that are not interested.

Please describe your company and your position there.

DV8 Infosystems is a global Information Technology services company delivering cutting edge web, mobile and Cloud solutions for our customers. We also have an emphasis on Machine Learning & Artificial Intelligence systems to help our customers move from a reactive to a more pro-active business model.

I am the CTO at DV8 and it is my job to ensure that our customers get the very best-of-breed solutions in a timely and cost controlled budget with the very highest degree of quality and satisfaction.

For what projects/services did your company hire Callbox?

We hired Callbox to help us with B2B lead generation, appointment setting and initial contact with new prospects.

What were your goals for this project?

Our goals were to fill our business development executive's calendar's with appointments with qualified prospects.

How did you select Callbox?

We conducted extensive research on firms such as Callbox and eventually we decided to go with Callbox because they had the most methodical process to help us achieve our goals and the team they put in place were all very professional and results oriented.

Describe the scope of their work in detail.

Callbox creates and executes an inside sales campaign by leveraging tele-sales, email marketing and social media to generate leads, appointments and webinars. They prospect for DV8 and qualify prospects and eventually book meetings for our business development team.

For prospects that they are unable to book meetings with, Callbox sends out emails on behalf of DV8 and follows up with those prospects and continues to try to get a meeting booked. They also create webinars for us in which we can showcase our services and capabilities to potential customers.

What was the team composition?

An account manager, an business development executive, a marketing QA analyst and a social media expert.

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

Overall Callbox has proven themselves as a worthy partner for DV8. They have been very successful in achieving their goals and we are very happy with the service they provide. We will continue to use Callbox as we grow in the future.

How effective was the workflow between your team and theirs?

The workflow between us has been very smooth. From inception the process was discussed and defined very clearly between our two companies and we have been following that process ever since Every now and then we have to tweak the process to garner more efficiencies and each time the process becomes more effective.

What did you find most impressive about this company?

I found their level of professionalism and dedication to our efforts the most impressive. They have always been very flexible with us and have made a lot of effort to understand our business mode, USP and goals. Their processes are well documents and managed. I always know what to expect with Callbox.

Are there any areas for improvement?

As with any business relationship there are always areas where both parties can improve their processes. At the moment there isn't anything in particular that I can share about what more Callbox can do. I feel that they are doing everything we are paying them to do.

Please describe your company and your position there.

I am the Managing Director of The East Asia office at my company, Industrial Info Resources. We supply "hard to find" intelligence on projects, plants, and industrial assets.

For what projects/services did your company hire Callbox?

We have been looking for a way to augment our marketing due to the challenges presented by Covid 19, and Callbox fitted in well with our overall strategy. Callbox called and contacted a list of prospective clients on our behalf.

What were your goals for this project?

Our goal was (and still is) to increase awareness of our services within the Asia Pacific region.

How did you select Callbox?

We researched several agencies, and gauged them primarily on their ability to understand what we do (which is quite niche) and their ability to adapt to change and challenge that would come up.

Describe the scope of their work in detail.

Callbox called and spoke to clients on our behalf using their own datasets, and our lists of prospective clients, as well as engaged with them on social media. Furthermore, Callbox helped us to arrange and promote webinars.

What was the team composition?

I am not sure how many members of the team are involved, but we have a weekly meeting that usually includes at least 3 members from Callbox. This helps to give proper guidance to ensure that we are contacting the right sorts of clients.

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

Our sales cycles are very long, and so there have been few sales yet - however we have been able to build a healthy pipeline based on Callbox's activities that we expect will yield results soon.

How effective was the workflow between your team and theirs?

Very effective. We knew that the first few weeks (or possibly months) could be a rocky road considering the niche nature of our business, however with modifying processes and workflows we were able to change this much quicker than expected.

What did you find most impressive about this company?

I was (and still am) very impressed with the ability of the Callbox team to adapt to the needs of clients.

Are there any areas for improvement?

It would be great if the same services were offered in languages other than English (e.g. Korean, Japanese, Chinese, etc.)

Introduce your business and what you do there.

We’re a consultancy firm that provides services to economic development organizations. That includes strategy, marketing, and design services for North American companies.

What challenge were you trying to address with Callbox?

We wanted to implement a proactive marketing campaign, especially given how greatly economic development agencies, cities, and municipalities have been affected by COVID-19. We decided to reach out to an external team to run the campaign targeted at our key sectors.

What was the scope of their involvement?

Initially, we spent some time identifying who our targets were. At the beginning of the process, it was important to educate them on who our real customers were. Economic development has targets at regional, municipal, state, provincial, and even federal levels. They collected that information and did some list building to make the project run as smoothly as possible. We also supplied them with more targeted lists and parameters around who we were looking to connect with through the campaign.  

Then, they proceeded to develop content for the marketing campaign, which was going to be a direct email and calling program. We’re currently up to about 10,000 contacts in the campaign program. 

What is the team composition?

We have several members of the team handling the calling program. Most of the communication runs through two team members.

How did you come to work with Callbox?

We did a Google search and researched potential firms that could provide the size of the campaign we were looking for. It was important to find a company that could handle massive amounts of contacts because we knew this would be a large-scale effort. They were able to integrate with our internal platforms, including HubSpot. We felt that the plan they provided was economical. They scheduled the engagement over a 12-month period, inviting us to renew our contract on a quarterly basis.

How much have you invested with them?

The total project will be about $80,000 CAD (approximately $64,000 USD).

What is the status of this engagement?

We’ve been working with them since June 2020. We committed to 12 months of work with them, so we’ll begin discussing the possibility for renewal in the near future.

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

They’ve done everything exactly as we’ve anticipated, reaching out to organizations and targeted individuals. They’ve been great at appointment setting, which has generated some good sales calls and appointments on our end. We’re happy with their work. There’s a little bit of a learning curve for our industry, but once they got up to speed, they’ve been fantastic.  

On a weekly basis, we review the number of calls, number of successful contacts, and number of appointments. In our industry, we have a long sales cycle, so it’s a little early to discuss metrics. We haven’t won a contract, but we’re very close on closing a couple. Their team is providing tons of information regarding prospects and succeeding in their work. 

How did Callbox perform from a project management standpoint?

They hold very professional meetings on a weekly basis. Our great project manager is able to address any question we have or issues that need to be dealt with. She’s always right on it. They’ve been good about meeting deadlines and accommodating when we wanted to suspend certain aspects of the project. For instance, we didn’t foresee any success by continuing the program during the week of Thanksgiving and Christmas. They were understanding and added extra time to the end of our contract. 

What did you find most impressive about them?

They spent time working with us to build a relationship and understand our business. I remember the day when everything clicked for them, and they understood what we were all about. From there, it was off to the races for them. They weren’t a typical marketing agency that just wanted to get a list from us and immediately get going. They took time to understand us. 

Are there any areas they could improve?

The reporting and work ethic have been great. Going into the next phase, we’ll see how they are with follow-up and tasks of that nature. We haven’t worked with them in that capacity, so we’ll see if they can take their services to the next level. Based on what they’ve demonstrated so far, I’m confident they will. 

Do you have any advice for potential customers?

With any firm you engage with, it’s important to spend time at the start of the process planning and orienting their team around your business and goals. Spending time building a level of comfort around your business will make sure they can work on your behalf more effectively and efficiently.