LeadIQ

BACKGROUND

Please describe your company and your position there.

The company is a referral marketing platform that enables referral on eCommerce sites. I am an operations manager on the sales side of the business.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire LeadIQ?

We were looking for a solution that could provide data on prospects and push that data into our CRM.

What were your goals for this project?

The main goal of signing on with LeadIQ was to gather quality data on our prospects. This would help us to build out our outbound function and ultimately increase our outbound activity.

SOLUTION

How did you select this vendor?

LeadIQ was referred to me by a consultant. During the evaluation process, we looked into 3 vendors. I was mainly involved in selecting this vendor. The evaluation was then finalized by our COO, based on my recommendation. We chose LeadIQ due to their available integrations and ease of use.

Describe the project in detail.

The project included full-service onboarding and we had a designated account manager. I helped to onboard the team to this technology and set up the integrations and configurations.

What was the team composition?

There were three people that worked with us during the partnership, the sales rep, on-boarding lead and account manager.

RESULTS & FEEDBACK

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

Overall, we were able to increase our outbound function as a department as they provided data on prospects we were contacting - ultimately contributing to our company revenue.

How effective was the workflow between your team and theirs?

There were some issues that we encountered with the platform's integration that we never could quite resolve. Their team was responsive and tried to resolve the matter but it continues to persist. Overall their support team was good at communicating and scheduling.

What did you find most impressive about this company?

Our team enjoyed using the platform due to the ease of use.

Are there any areas for improvement?

Data integrity was an issue, we were experiencing close to a 20-25% bounce rate. There were some integration issues that we were never able to resolve.