Callbox

BACKGROUND

Please describe your company and your position there.

We are a software healthcare company, We sell, support/service healthcare software for clients all across country. My position is Director of sales.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Callbox?

We use Callbox to market our software and services via Web campaigns and telemarketing campaigns.

What were your goals for this project?

To provide new business leads for the sales team.

SOLUTION

How did you select Callbox?

We researched several companies and were impressed with Callbox

Describe the scope of their work in detail.

The team created a website/Landing page Promoting our software and services and provided marketing campaigns through several sources such as LinkedIn. The team also provided telemarketing services across the country providing the sales team with new business opportunities.

What was the team composition?

I work closely with the telemarketing team who brought us new business leads.

RESULTS & FEEDBACK

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

The telemarketing team was very successful in providing us numerous appointments and leads to work. The team has been very responsive to all of our requests, emails, etc. That was very impressive.

How effective was the workflow between your team and theirs?

The workflow between our two companies was fantastic. When we made some changes or tweaks to the process they were able to implement it right away and communicate to their team.

What did you find most impressive about this company?

Their aggressiveness to bring in new business leads and extremely effective communication between us and Callbox

Are there any areas for improvement?

I really can't think of anything for areas of improvement except eventually exploring new markets such as start up businesses. And finding ways to target that area of need.

BACKGROUND

Introduce your business and what you do there.

I handle client strategy and development for LUX interactive, a custom and strategic software firm. We help organizations build applications, redesign their website, and develop mobile initiatives.  

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Callbox?

In the past, we’ve relied on word-of-mouth referrals and have never had an inbound or outbound marketing campaign. Last year, we decided we were going to target specific audiences. We brought on Callbox to act as our sales and marketing entity. In partnering with them, our goal is to schedule appointments with qualified leads.

SOLUTION

What was the scope of their involvement?

At the beginning of the project, they spent a significant amount of time learning about our business. Then they created an outreach campaign that involves everything from LinkedIn messaging to phone calls and traditional emails.

They’re constantly sending out marketing materials to attract potential clients. They reach out to people through a wide variety of channels because they understand how different approaches resonate with different audiences.

Then they qualify leads and schedule calls with those who would be a good fit for our business. When they schedule an appointment, I get a calendar invite to a sales call.

Before I call the leads, Callbox is responsible for providing information that will help me be successful in our introduction calls. Usually, they compile 4-6 lines that summarize who the person is, what assistance they’re looking for, and what kind of organizations they have.  

What is the team composition?

There’s an account manager that I work hand-in-hand with and she has a few people working for her that I don’t interact with directly.

How did you come to work with Callbox?

They reached out to me.

How much have you invested with them?

We spend $12,000 each quarter (approximately $24,000 so far).

What is the status of this engagement?

We started working together in September 2020 and our partnership is ongoing.

RESULTS & FEEDBACK

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

They’re generating a few leads every week. They’re dedicated to learning about our business and have worked hard to educate themselves. They can navigate the language of our industry well, which allows them to have quality conversations that convert to scheduled appointments.

How did Callbox perform from a project management standpoint?

They’re very good at staying in touch and they follow a structured process. We meet every other week to discuss strategy, what they’ve produced, and new ideas. We also go over data to determine how many leads actually produced a quality conversation. We also communicate via phone and email.

What did you find most impressive about them?

They take the time to understand our business. Other companies I’ve worked with just dump lists of contacts into sequences and hope that it generates leads. In comparison, Callbox follows a multi-pronged approach. They don’t just make phone calls, but they’re also trying to generate traction through LinkedIn and emails at the same time.

Are there any areas they could improve?

I’d like to see a little more variety in their messaging. Right now, they’re working on making a video to include in our outreach emails. It was a great idea, and I’d love to see more of their ideas.

Do you have any advice for potential customers?

New clients have to be ready to dedicate themselves to the partnership as well. It’s not a set it and forget it experience. They need to participate and hold themselves accountable. For example, if they’re noticing a decrease in the number of scheduled appointments, it’s time to change the messaging or target audience. To do that, the client needs to be actively involved.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Capital Bankcard Option. We provide an online patient payment and reporting platform that utilizes key technologies to simplify the payment process for both patients and staff, making it more convenient and efficient.

Similar systems are designed for larger health care practices and are much more expensive, while our ideal customers are small to midsize medical practices.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Callbox?

Our company needed marketing and sales support to grow our outreach and revenue.

SOLUTION

What was the scope of their involvement?

They provide a lead management program that includes outreach, qualifying buyers, and setting up appointments. They also manage PPC and social media marketing on LinkedIn.  

What is the team composition?

There are 4–5 people on the team, including an account manager, a campaign manager, appointment qualifiers, and callers.

How did you come to work with Callbox?

I was cold-called by one of their account representatives and he was able to answer a lot of my questions. After talking to him, I felt confident that they had the resources we needed to help my business.

What is the status of this engagement?

My engagements with Callbox began around mid-October 2020 and is ongoing.

RESULTS & FEEDBACK

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

Healthcare isn’t an easy market, but they do an excellent job setting up appointments and qualifying potential buyers ahead of time. Once their team understood our business, they increased the number of appointments booked by 400%.

How did Callbox perform from a project management standpoint?

They use Hub Planner to manage the project.

What did you find most impressive about them?

They listen to and incorporating my feedback into their daily talk tracks and presentations. Callbox provides a comprehensive service that no other company I talked to offered.

Are there any areas they could improve?

There isn’t anything they specifically need to improve on.

Do you have any advice for potential customers?

Anybody working with Callbox should be able to provide enough information for them to do their jobs. At the beginning of the project, I could have done a better job of sharing content with them about my industry. They would have had better initial results had I been more prepared.

BACKGROUND

Introduce your business and what you do there.

I’m the former VP of Sales at Pulsecheck. We provided emergency department software for hospitals.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Callbox?

We wanted to get back into the new account marketplace and establish a brand.

SOLUTION

What was the scope of their involvement?

At the start of the engagement, I gave Callbox a list of names to call and the script, and they would reach out to the contacts. Usually, those contacts were people in the managerial level of emergency departments in hospitals. 

What is the team composition?

Melissa was our account manager, and there were at least one or two other people involved.

How did you come to work with Callbox?

I received a call from them in 2014, and while I didn’t have the opportunity to work with them for awhile after that, I’d always thought of them. I figured if they were able to get me on the phone, they’d certainly be able to get the prospects. 

How much have you invested with them?

The cost was around $15,000 per month. 

What is the status of this engagement?

We worked together from June 2017–June 2018.

RESULTS & FEEDBACK

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

With Callbox, we wanted to achieve two or three appointments per week, which is what we were aiming for. We filled up our sales pipeline with that. We were pleased with the amount of prospects that were coming to us. Callbox did their job as far as getting us qualified prospects.

How did Callbox perform from a project management standpoint?

They were very good. Melisa was excellent. They did special reports for us which included the information we requested from them. If there were ever any issues they were extremely supportive. Callbox did everything they could to support us.

What did you find most impressive about them?

The most impressive thing to me is how they got me on the phone. That’s what originally generated interest in me. 

Callbox has a desire to satisfy their customers’ needs. They were always there to do all they could do and to address whatever requirements we needed. 

Are there any areas they could improve?

There was a small issue with one of their reporting systems that made it a little bit tougher for me to get information.

Do you have any advice for potential customers?

You have to know who your target customers are: you’ve got to be able to tell Callbox who you want to reach. It will make the process a lot more effective.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Strategy Leaders, a business consulting firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Callbox?

We needed to rebuild volume after experiencing losses in our clientele related to the COVID-19 pandemic.

SOLUTION

What was the scope of their involvement?

Callbox formulated a strategy for approaching owners of private, small businesses—our target audience. Their team developed and tested a calling approach. Their team is responsible for calling our target market. They provide a list of leads and note contact information in a database we provide. Their team then pursues those leads.

They also helped us develop a webinar series as a marketing strategy and continue to provide us with design and copy support as needed. Callbox also manages our Google Ads, LinkedIn profile, and website chatbot as well as sends outbound emails.

What is the team composition?

We have three main points of contact: a customer service relationship manager, a sales representative, and a team manager. In total, we directly work with 6–8 people.

How did you come to work with Callbox?

Callbox sent us emails, and we decided to look into them during the COVID-19 pandemic. After checking their references, we ultimately decided to hire them.

How much have you invested with them?

We spent about $12,500 per quarter.

What is the status of this engagement?

We began working together around October 2020, and it’s ongoing.

RESULTS & FEEDBACK

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

Their team helps fill our database with qualified companies and weeds out disqualified ones. Companies in the pipeline should generate enough revenue to cover the cost of Callbox’s services. We have several more prospects ready to process.

How did Callbox perform from a project management standpoint?

Callbox keeps us on track, provides weekly progress reports, and meets all deadlines. They’re willing to do any task we request of them. We communicate via email, phone, and weekly meetings.

What did you find most impressive about them?

Their quality assurance team is dedicated to meeting our qualified lead generation goals.

Are there any areas they could improve?

There’s nothing I would ask them to do differently.

Do you have any advice for potential customers?

Invest the time to ensure the project stays on track. Listen to Callbox. Also, communicate the project’s progress and how it lines up with what you want to see.

BACKGROUND

Introduce your business and what you do there.

I am the director of marketing for a bank security company. We specialize in physical security, but we’ve also expanded into electronic security.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Callbox?

We engaged Callbox to provide outbound voice services for our company.

SOLUTION

What was the scope of their involvement?

We’ve worked with Callbox for three separate initiatives—an initial agreement and then two more that ran concurrently. It was not difficult to introduce Callbox to our company. After the first instance, we had a better idea of what we needed to provide their team so that we can onboard them properly.

For each initiative, we provide Callbox with some target qualifications and some guidelines regarding the make-up of our audience. We worked together to develop a comprehensive list of companies that currently operate within and outside of our footprint. We’ve worked through extensive scripting processes so that we provide our team of callers with the appropriate responses to customer objections or challenges.

What is the team composition?

We work with less than a half-dozen people per campaign, and the team is different each time. We were initially assigned a talented project manager, but he, unfortunately, left the company. We are now splitting project management responsibilities between two people, which has been somewhat difficult to coordinate.

How did you come to work with Callbox?

In our research, we looked at a couple of different methods to outbound calling, and it seemed like Callbox featured a hybrid skill set that combined the best industry practices. Their price point was extremely competitive, and we learned that they had worked in our industry before. That experience was attractive to us because it meant that we wouldn’t have to start from Point A.

What is the status of this engagement?

Our engagement began in September 2018 and remains ongoing.

RESULTS & FEEDBACK

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

Overall, we’re pleased with the results gleaned from their efforts.

How did Callbox perform from a project management standpoint?

Callbox provides us with detailed reports ahead of our weekly update calls, and we also have access to a dashboard where we can view our results at all times.

What did you find most impressive about them?

I have nothing else to add to what I’ve already stated.

Are there any areas they could improve?

In reference to the changes in the project manager role, it’s important for every company to try to make every transition as smooth as possible.

Do you have any advice for potential customers?

I’d advise future clients to make sure they foster a collaborative partnership and follow Callbox’s results carefully so that you can identify opportunities for growth.

BACKGROUND

Please describe your company and position.

I am the Sales Operations of a proptech company

Describe what your company does in a single sentence.

Propertytech and helping all parties to an easier and more transparent rental process.

OPPORTUNITY / CHALLENGE

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

• Going through existing internal database to collect additional information
• Generating leads

SOLUTION

How did you find Callbox?

Referral

Why did you select Callbox over others?

• High ratings
• Great culture fit

How many teammates from Callbox were assigned to this project?

2-5 Employees

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

Going through our database to collect additional information and help to generate leads.

RESULTS & FEEDBACK

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

So far, healthy lead generation and effective outreach to potential customers.

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

They are communicative, reliable, and transparent.

What was your primary form of communication with Callbox?

• Virtual Meeting
• Email or Messaging App

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

Fast responses and flexible approach to suit our requirements.

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

A better API integration into our Hubspot CRM would have made things even easier.

BACKGROUND

Please describe your company and position.

I am the Operations Manager of Parker Software Inc

Describe what your company does in a single sentence.

Parker Software is a leading developer of AI enabled Business Process Automation (ThinkAutomation) and Enterprise Live Chat software (WhosOn).

OPPORTUNITY / CHALLENGE

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

• Increase in outbound business opportunities in the US
• Brand Awareness across the US

SOLUTION

How did you find Callbox?

Online Search

Why did you select Callbox over others?

• High ratings
• Pricing fit our budget

How many teammates from Callbox were assigned to this project?

2-5 Employees

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

We required Callbox to reach out to our target audience within the US, to discuss our products and USPs, to then arrange a meeting for our Sales consultant to demonstrate the software. 

RESULTS & FEEDBACK

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

Revenue Growth

Customer Aquisition

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

Headed by a lead project manager who ensured we were happy with the materials and messaging before execution of the project. Responded in a timely and professional manner

What was your primary form of communication with Callbox?

• Virtual Meeting
• Email or Messaging App

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

They worked collaboratively with us to understand our business, present the right tone and message etc

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

The customer support team and the intended audience might not have the same culture. So a call centre in the UK/US with people who know the local rules, changes in tech and customs could help customers understand what they want and talk to them better.

BACKGROUND

Please describe your company and position.

I am the Marketing of a cybersecurity solutions provider

Describe what your company does in a single sentence.

Leading cybersecurity solution provider

OPPORTUNITY / CHALLENGE

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

• constantly generate new leads
• getting mid of funnel SQL

SOLUTION

How did you find Callbox?

• Online Search
• Other

Why did you select Callbox over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Good project management

How many teammates from Callbox were assigned to this project?

2-5 Employees

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

Reach out to white space ICP, and kick starts conversation to understand their pain points and needs, arouse prospects' interests in our solutions, setup appointment for sales.

RESULTS & FEEDBACK

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

numbers of NNL generated.

numbers of SQL generated. (appointment setting)

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

We have bi-weekly status meeting to catch up, Callbox team helps to drive registrations for our webinars, continuously working on social media to reach out on white space ICP.

As a client, I also provide feedbacks on every appointment to improve for next appointment.

What was your primary form of communication with Callbox?

• Virtual Meeting
• Email or Messaging App

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

Callbox's dedication to providing all-around marketing services and their positive, can-do attitude are impressive.

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

n/a

BACKGROUND

Please describe your company and position.

I am the Marketing of an IT solutions provider

Describe what your company does in a single sentence.

IT Solutions Provider, System Integrator and Managed Services Provider

OPPORTUNITY / CHALLENGE

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

• Demand Generation
• Leads Appointments

SOLUTION

How did you find Callbox?

Clutch Site

Why did you select Callbox over others?

Referred to me

How many teammates from Callbox were assigned to this project?

2-5 Employees

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

Demand Generation, Leads Appointments, Customer engagements

RESULTS & FEEDBACK

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

MQL conversions to SQL.

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

Responses have been prompt though yet to be ideal.

What was your primary form of communication with Callbox?

Virtual Meeting

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

Callbox's customer engagement services were impressive.

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

Delegation of staff and buddy up during employee absence