DemandZEN

BACKGROUND

Please describe your company and your position there.

Publicly traded technology company. I lead software marketing for the Americas.

OPPORTUNITY / CHALLENGE

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

Reached out to DemandZEN to assist us with filling our sales pipeline with qualified opportunities. Current goal is to have 60 qualified meeting with viable prospects that have a need for our solutions.

SOLUTION

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

• Discussions around capabilities
• That all their staff must be in the U.S./Canada and make calls only from the U.S./Canada
• Online rankings
• Reference calls
• Team that would be easy to work with / flexible to accommodate our changing needs

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

We signed with them to get us 60 meetings with qualified retailers with only high-level titles. This included training their team on 3 different high-tech solutions that we sell. They report progress back to us on a weekly basis. They also share detailed notes with our sales team prior to scheduled meetings that they set up for us with our prospects.

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

Feedback has been easy as we have a Customer Success Director who meets with us on a weekly basis to discuss overall progress metrics, objections received, etc. They're a very positive, upbeat, and driven group of individuals.

RESULTS & FEEDBACK

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

With about one-third of the project completed, some meetings have already turned in to opportunities. The sales team is very happy with what they're getting.

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

They manage the entire project through packaged project management tools that are very basic for any of us to use and reference on an on-going basis. The customer success director is available via email, phone, and weekly meetings. Really as smooth as can be.

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

They treat themselves as an extension of our team when it comes to learning about technology, talking to us regularly, interacting with sales, etc.

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

Nothing that I can think of at this moment.

BACKGROUND

Introduce your business and what you do there.

I’m the agency sales manager at Dyad Technology. We provide innovative technology solutions to enhance efficiency and productivity across the insurance distribution chain, serving agencies, wholesalers, MGAs, and carriers.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DemandZEN to accomplish for you?

We needed help booking meetings for our Nexsure AMS.

SOLUTION

What was the scope of their involvement?

DemandZEN has been responsible for learning about the insurance retail agency space, Dyad's language, messaging, and value proposition. The team has also been in charge of scheduling meetings and conducting initial research.

What is the team composition?

We’ve worked with 2–5 teammates from DemandZEN.

How did you come to work with DemandZEN?

Someone referred DemandZEN to me. I chose them over other options because they were a great culture fit and offered good value for the cost.

What is the status of this engagement?

We started working with DemandZEN in April 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

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

DemandZEN has scheduled meetings that have been attended by the desired contacts, which have ultimately led to qualified opportunities. So far, we've had four meetings, and our conversion rate is 25%.

How did DemandZEN perform from a project management standpoint?

DemandZEN has delivered on time so far. We communicate via virtual meetings.

What did you find most impressive about them?

DemandZEN's team is impressive because they communicate very well and are setting meetings with the right people from our ICPs.

Are there any areas they could improve?

They could improve on getting people to show up for meetings they agreed to attend.