Caret

BACKGROUND

Please describe your company and your position there.

We're a software as a service (SaaS) company specializing in Facilities Management. I'm the CEO and one of the co-founders.

OPPORTUNITY / CHALLENGE

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

We were looking to get our outbound efforts launched. We wanted to get independence from paid demand generation.

SOLUTION

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

The principal was clearly driven, hard-working, and a man of integrity. We set out aggressive goals that they consistently met.

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

The principal of Caret helped get our outbound sales engine working. They were instrumental in implementing Outreach and Salesforce for our organization.

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

I worked with their principal, Josh. Feedback was presented through real-time dashboards and quarterly reviews.

RESULTS & FEEDBACK

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

We grew our business over 5x in our time working with them. We also established an outbound sales engine that continues to thrive.

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

They have a strategic vision but are grounded in bottoms-up tactical approaches. The communication style is direct, usually through email, and timeliness is impeccable.

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

The level of personal commitment and integrity we received from Caret's team was impeccable.

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

They did very well, future improvement areas would be a more wholistic approach with all departments of the company. (Engineering, Product, etc.) We had coordination but primarily with Marketing and Customer Success.