We Help Companies Grow

Our methodology works to unlock your organization's unique value and sales potential. Through our rigorous campaign build-out process we answer these questions to execute your go-to-market strategy:

  • Who are the right prospects to engage?

  • How do they like to be contacted?

  • What captures their attention?

Over 13+ years in business we learned that exponential sales growth happens when these critical directives are in alignment. Below are key milestones in our campaign build-out:

  • A pre-contact success analysis that looks to benchmark campaign potential. The proprietary analysis ensures we only work with clients we know can be successful.

  • A two-hour kickoff meeting that uncovers everything about your organization's challenges, needs, market position, and value. 

  • Your Demand Generation Playbook is a synthesis of the kick-off meeting and our supplementary research. It contains everything from competitor intelligence, to call approaches and objections. This is your living, breathing strategy for sales development success & the playbook is yours to keep.

  • A Rigorous Agent Recruitment & Training that defies the industry standard in every way. Our reps are W2 employees who average 14+ years of sales experience. Your seasoned reps then undergo 3X the conventional training to ensure they can represent your brand with the confidence of an internal team.

After campaign launch we leverage our on-phone learnings to hone in on your sales growth sweet spot, which is the perfect alignment of the right targets, contacting them the right way, and saying the right thing based on prospect characteristics.

OUR CLIENTS

Are B2B companies that have one critical thing in common: an amazing & unique value proposition. Our clients are looking to quickly scale their sales department to capture market share. We will work with you to develop a powerful go-to-market strategy that drives opportunity and revenue.

Awards

  • Chamber of Commerce #1 Lead Gen

  • Clutch 1000

  • INC 5000 

  • Florida Fast 50

  • BBB A+
 
$10,000+
 
Undisclosed
 
50 - 249
 Founded
2007
Show all +
Coral Springs, FL
headquarters
  • 2825 N University Drive, Suite 250,
    Coral Springs, FL 33065
    United States

Portfolio

Key clients: 
Microsoft, Kuebix, Parker Hannifin, Shell, Revel Mobile
Slam-Dunk Appointments for Your Entire Sales Team . Image

Slam-Dunk Appointments for Your Entire Sales Team .

Our Appointments aren't just meetings on a calendar, they're powerful introductions between your sales team and an interested buyer. Through our appointments, your sales team will close learn what resonates with your customers, what pain points your customers experience, and of course -- your team will close more deals! 

 

salesroads.com/appointment-setting 

9.4 Million in Pipeline Created Image

9.4 Million in Pipeline Created

9.4 Million in Pipeline Created over 7 months for manufacturing campaign.

2.4M in Pipeline Created Over 12 Months Image

2.4M in Pipeline Created Over 12 Months

$2.4 Million in Pipeline Created over 12 months for technology-based campaign.

Advanced Lead Gen for Complicated Markets. Image

Advanced Lead Gen for Complicated Markets.

Our Lead Generation campaigns are unlike any other lead gen offering in the industry.

We start by building a representative sample of your Total Addressable Market, then we call each contact one-by-one and ask them critical questions related to your offering. The end product is a detailed list of potential buyers who are hungry for your company's solution -- all you have to do is reach out.

 

salesroads.com/lead-generation

966 Product Demos Scheduled Image

966 Product Demos Scheduled

966 Demos Scheduled, 300% increase in Agent Sales for SaaS campaign.

 

salesroads.com/client-success/

Your Complete Outsourced Sales Team

SalesRoads' focus is on developing and implementing high-quality, professional, business-to-business inside sales teams for our clients with our turn-key solutions.

These include recruiting, training, and retaining highly skilled sales executives, developing powerful call approaches and rebuttal strategies, and leveraging the latest technologies to maximize efficiency and drive performance.

Reviews

Sort by

Outbound Sales for Handwriting Service Company

"They were very quick to build out a whole team of qualified salespeople to assist with this project."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Mar. - May 2019
Project summary: 

SalesRoads provided outbound sales for a handwriting service company. The team brings in 3–5 appointments a week for the client.

The Reviewer
 
11-50 Employees
 
Phoenix, Arizona
CEO, Handwriting Service Company
 
Verified
The Review
Feedback summary: 

The team provided regular appointments for the client, meeting the goals of the internal team. SalesRoads establishes a smooth workflow through clear and effective communication. The team is professional and dedicated.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

Handwrytten is the leading handwriting as a service platform. Make the handwritten note as scalable as email. With our platform you can send 1 handwritten card or 10000 easily. I am the founder and CEO. I have been operating handwrytten since 2014.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SalesRoads?

Outbound sales. We were looking for appointment setting services for a specific vertical.

What were your goals for this project?

New appointments with qualified leads.

SOLUTION

How did you select this vendor?

The reputation of SalesRoads preceeds them. I reviewed a few others but in the end the number of reviews and intros from other colleagues led me to them.

Describe the project in detail.

I was looking to find people to set appointments for my team. Salesroads was able to bring between 3 and 5 appointments to me each week. I was charged a fixed monthly rate for this service.

What was the team composition?

David Krieger was the relationship manager, but he introduced me to a key saleswoman who led the day to day charge. These two people were my key contacts for the entire project.

RESULTS & FEEDBACK

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

Results were very good but any failure to close was my fault as I did not have a chance to cultivate the leads sent to me.

How effective was the workflow between your team and theirs?

We had weekly meetings to discuss progress and re-align goals. Everything was arranged via email, and the sales manager called me directly at the appropriate time.

What did you find most impressive about this company?

They were very quick to build out a whole team of qualified salespeople to assist with this project

Are there any areas for improvement?

None that I can think of

5.0
Overall Score Great job
  • 5.0 Scheduling
    ON TIME / DEADLINES
    Very easy
  • 5.0 Cost
    Value / within estimates
    Fair given their experience
  • 5.0 Quality
    Service & deliverables
    Very good in creating a concise value prop and executing on plan
  • 5.0 NPS
    Willing to refer
    I already have.

Lead Generation for Digital Learning Platform

"Because SalesRoads has an entirely remote team, they can attract even more high-quality talent."

Quality: 
5.0
Schedule: 
4.5
Cost: 
4.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Sep. 2019 - Ongoing
Project summary: 

SalesRoads provides ongoing lead generation for a digital learning platform. They cold-call key decision-makers—US school principals—and set appointments for demos based on the client’s data. 

The Reviewer
 
51-200 Employees
 
Barcelona, Spain
James Dress
Vice President of Sales, Snappet Connected Learning
 
Verified
The Review
Feedback summary: 

The client’s number of appointments has increased while the cost per appointment has dropped. SalesRoads provides quality leads and responsive service thanks to their remote talent. Their responsiveness, reliability, and executive-level involvement stand out.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m a VP of sales at Snappet Connected Learning. We offer a digital learning platform to schools in Europe and the US.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SalesRoads?

We hired SalesRoads to replicate our outbound lead generation process for us as we worked to penetrate the US market.

SOLUTION

What was the scope of their involvement?

SalesRoads cold-calls key decision-makers—principals of US schools—and schedules appointments on behalf of our company’s regional managers (RMs) for demos. Our goal is to fill every RM’s monthly calendar with 2–3 demos per day. We provide a database of targeted school districts and their information—the school’s name, phone number, and principal’s name. SalesRoads then takes the process from there.

What is the team composition?

We have one project manager who’s our daily point of contact. Our first interaction with SalesRoads was with their CEO, and we have a weekly call with about six people for check-ins.

How did you come to work with SalesRoads?

Since we were new to the US market, we hired a broke to introduce us to various call centers. They recommended three, all of which we interviewed. We like SalesRoads best because their prices fell within our budget, and our face-to-face meeting with David (President, SalesRoads) sealed the deal for us. He’s involved in each campaign and stays on top of things, which was a big plus for us.

How much have you invested with them?

We’ve spent about $50,000 so far.

What is the status of this engagement?

The collaboration started in September 2019 and is ongoing.

RESULTS & FEEDBACK

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

Our two most important metrics are how many appointments our RMs are getting from SalesRoads—the volume—and how much it costs to book each visit. We also look at other metrics, such as cancellation and conversion rates. Overall, since we started working with SalesRoads, the volume of appointments has gone up while the cost per appointment has gone down. They’ve fallen within our expectations, even exceeding them in some cases.

How did SalesRoads perform from a project management standpoint?

I’m not sure what goes behind the scenes at SalesRoads. Whenever I have a request for them—such as to focus on one region or to improve cancellation rates—I hand that to the project manager, and she handles it. We tend to see good output from those requests, but if we ever don’t, we talk about it in our weekly call. It’s been a seamless process from our side, which is the best indicator that things are going smoothly and well on SalesRoads’ end.

What did you find most impressive about them?

Because SalesRoads has an entirely remote team, they can attract even more high-quality talent. They aren’t limited to local sources, and I think that’s had an impact on our results.

Are there any areas they could improve?

I’ve said this before to them, but SalesRoads could offer a cleaner reporting set-up. I currently make my own internal report, but I have to rely on two different resources to collect metrics from SalesRoads. It’s not a big deal, but I’d prefer a single source.

Any advice for potential customers?

Bring David into your initial discussions. He provided really helpful insights when our project manager was presenting the project scope as our kick-off. Both the scoping process and David’s involvement impressed us.

4.5
Overall Score
  • 4.5 Scheduling
    ON TIME / DEADLINES
  • 4.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Sales Appointment Setting for CAD Outsourcing Company

"I'm impressed by their work effort, desire to be successful, and willingness to make adjustments."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
Feb. 2019 - Ongoing
Project summary: 

SalesRoad is responsible for reaching out to qualified prospective clients in the telecommunications industry and set up appointments for the internal sales team.

The Reviewer
 
51-200 Employees
 
New York City, New York
Bryan Luoma
CEO, Cadsourcing
 
Verified
The Review
Feedback summary: 

After spending several weeks onboarding, SalesRoad demonstrated a clear understanding of the brand. They've developed a successful sales pitch with internal stakeholders and have met the targeted number of scheduled appointments per month. Effective client communication makes them capable providers.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am the owner and founder of Cadsourcing, LLC. We provide outsourced computer drafting services to architects and engineers throughout the US with an emphasis in the telecom industry.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SalesRoads?

SalesRoads was hired to contact potential clients in the telecom industry, tell them about our services, see if there was a good product fit and if possible setup a follow up meeting with another person on the Cadsourcing sales team.

What were your goals for this project?

Our goal was to increase industry awareness of our services and where possible start a conversation with potential leads and ideally setup a follow up call with a Cadsourcing Account Manager to sign them up for our services.

SOLUTION

How did you select this vendor?

SalesRoads was recommended to me by a colleague of mine.

Describe the project in detail.

Salesroads spent several weeks learning about our company, sales process, existing pitch strategy, past clients and goals for this campaign. They then developed a pitch in coordination with feedback from our office. During the campaign SalesRoads meets with us on a weekly basis to discuss calls made during the week, questions that have come up and any company news that they may want to use in their calls with potential clients.

What was the team composition?

There are 4 people on the SalesRoads team that we interact with. We have one primary sales person making the calls for us and he is supported by additional staff on the team.

RESULTS & FEEDBACK

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

SalesRoads has been able to meet our goal of 9 meetings arranged each month. They have shown an ability to learn our business and communicate that effectively with out clients.

How effective was the workflow between your team and theirs?

Communication and data tracking has been superb and contributed to the success of our campaign.

What did you find most impressive about this company?

I'm impressed by their work effort, desire to be successful, and willingness to make adjustments and changes as suggested by our office to improve their results.

Are there any areas for improvement?

I can't think of any needed areas for improvement.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Lead Generation for Small Business Loans Company

“They were committed partners in working with us to make the program successful.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
4.5
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Jul. 2018 - Feb. 2019
Project summary: 

SalesRoads worked on a phone-based lead generation and lead qualification project for a small business loan provider. They used Salesforce and dialing technology to foster these efforts.

The Reviewer
 
11-50 Employees
 
Reston, Virginia
COO, Streetshares
 
Verified
The Review
Feedback summary: 

SalesRoads successfully helped generate leads and formed a firmer understanding of the market. They displayed impressive flexibility and responsiveness to feedback. They were communicative and provided useful insights throughout the engagement.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the COO of a company that lends money to small businesses and contractors.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SalesRoads?

We were looking to improve lead generation and lead qualification for prospective customers that could use our lending services.

SOLUTION

What was the scope of their involvement?

SalesRoads used Salesforce and dialing technology to generate, investigate, and research leads for our business.

What is the team composition?

We worked with four members of SalesRoads. There were two calling agents and two managers.

How did you come to work with SalesRoads?

The president of SalesRoads is a longtime contact of mine. I knew about the business and they were a good fit. I was confident they could learn our needs quickly and get the program up and running. 

How much have you invested with them?

We paid about $10,000 per month.

What is the status of this engagement?

We worked with them from July 2018–February 2019.

RESULTS & FEEDBACK

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

We learned a lot about our leads and about our market in the course of working with SalesRoads. We had some success in economically generating leads for our business that serves contractors. 

Through the course of the work, we realized we’re in a hard market to reach with phone-based lead generation. However, they were able to quickly understand our business and work iteratively with us. Throughout, they demonstrated a kind of flexibility and a willingness to work with us to make the program successful.

How did Sales Roads perform from a project management standpoint?

They were very responsive to our questions and our needs. They were committed partners in working with us to make the program successful.

What did you find most impressive about them?

They were responsive to feedback from us, our market, and the leads they were calling. They were very collaborative, constructive, and creative in helping to design ways to make the program more effective.

Are there any areas they could improve?

Nothing obvious comes to mind.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 4.5 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Cold Calling for Registered Agent Service Provider

"SalesRoads has been very proactive in their efforts to secure as many new sales as possible."

Quality: 
5.0
Schedule: 
4.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Nov. 2016 - Ongoing
Project summary: 

SalesRoads does cold calls and sets appointments with potential clients of a registered agent and compliance service provider. They facilitate the sales cycle from beginning to end, following-up as necessary.

The Reviewer
 
51 - 200 Employees
 
Palm Beach Gardens, Florida
Account Manager, Registered Agent & Compliance Service Provider
 
Verified
The Review
Feedback summary: 

SalesRoads exhibited a quick knack for identifying clients and making successful pitches. Their efforts have fostered a significant ROI and increased overall business visibility. The team is engaged and customer-oriented, making for an agreeable long-term partnership.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I am the vice president and an account manager at a registered agent and compliance service provider. We offer corporate filings and nationwide registered agent services to entrepreneurs, law firms, and companies in the Fortune 500 and Fortune 1000.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SalesRoads?

Although we are one of the larger companies in our industry, we felt that we were missing a substantial number of potential clients. However, our outreach efforts were not on par with what we needed. We engaged SalesRoads to cold call and set appointments with people on our behalf so that we could potentially win new business.

SOLUTION

What was the scope of their involvement?

We held a kickoff meeting so that we could teach SalesRoads about our services and determine the areas we wanted them to target first. After SalesRoads formulated a basic template of a script, we reviewed it and coached their team in a couple of areas that needed some polishing. We relied on them to identify potential leads, call the appropriate person at those companies, schedule appointments for our product demonstrations, and follow-up on those meetings in an attempt to close the sale.

What is the team composition?

John (Account Executive, SalesRoads) makes a majority of the calls on our behalf, but there are a few other callers, as well. I am unsure of the total team size.

How did you come to work with SalesRoads?

Our CEO met David (President, SalesRoads) at a networking event and had a productive conversation about the pitfalls we were facing in our industry. David provided some insight into possible solutions, and we felt comfortable hiring them to help us.

How much have you invested with them?

So far, we’ve spent more than $100,000.

What is the status of this engagement?

Our engagement began in November 2016 and remains ongoing.

RESULTS & FEEDBACK

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

Within three weeks, we had 20–25 calls scheduled with clients in areas we asked SalesRoads to target. Their team found a lot of success very early on, and our ROI has been substantial. Our internal account managers and salespeople didn’t have the experience to perform these duties, but SalesRoads has capably stepped in to fill an area of need for us. We’ve definitely become more recognizable to a more significant portion of possible clients.

How did SalesRoads perform from a project management standpoint?

They provide thorough reports of their call data and where their billable hours have gone. The sales cycle can sometimes last 6–12 months depending on the size of the client, but all along the way, SalesRoads gives us weekly or monthly updates.

What did you find most impressive about them?

Their greatest ability is identifying potential prospects and getting the correct person on the phone. That’s no small feat because the person who decides to procure our services is different at each company—it may be somebody in the financial, legal, or administrative departments, for example. The tricky part of our sales process is determining the correct person to contact, but SalesRoads is quick to find that information. They also sometimes identify what prospective clients need that they are not currently getting—an assessment they make before they ever reach the client on the phone.

We also sometimes fall into ruts because our sales cycle is so long. We’re still demonstrating our services to potential new clients and still following-up, but we may not close anything because of how long the cycle is. In those times, SalesRoads strives to come up with ideas for how to increase interest. Sometimes that’s deciding on a special promotion or a discount. Once we implement those discounts, SalesRoads returns to people we’ve met and alerts them to our specials. SalesRoads has been very proactive in their efforts to secure as many new sales as possible.

Are there any areas they could improve?

No, they’ve been wonderful to work with.

Do you have any advice for potential customers?

Give SalesRoads the time they need to go through their methods of learning your needs, learning the needs of potential clients, identifying those companies, and contacting them. It’s a time-consuming process, but let them do their jobs, and you won’t be disappointed with the results.  

5.0
Overall Score SalesRoads has been exactly what we were looking for.
  • 4.0 Scheduling
    ON TIME / DEADLINES
    Their calls are sometimes scheduled at inconvenient hours for our East Coast clients.
  • 5.0 Cost
    Value / within estimates
    They are more cost-effective than an in-house team would be with the same responsibilities.
  • 5.0 Quality
    Service & deliverables
    They’ve been very customer-oriented.
  • 5.0 NPS
    Willing to refer
    They’re a great way for companies to improve their footprint.

Lead Generation for Data Backup Company

“They brought in so many leads that we had to hire more people to close the deals.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
2012 - 2014
Project summary: 

SalesRoads managed lead generation by phone. They created a call script and worked closely with the internal team.

The Reviewer
 
1-10 Employees
 
New York Metro Area
Former Founder & CEO, Data Information Backup Company
 
Verified
The Review
Feedback summary: 

SalesRoads was responsive and always available, offering their support whenever needed. The partnership had an impressive ROI because the team focused on providing great service and not just getting through a job. They were passionate and engaged during the entire partnership.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the former founder and CEO of an online data backup and recovery company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SalesRoads?

We wanted more leads.

SOLUTION

What was the scope of their involvement?

SalesRoads created a script for the sales associates and managed our lead generation. They mainly did outbound lead generation by phone.

What is the team composition?

They provided a project manager and team of callers.

How did you come to work with SalesRoads?

We found them through a Google search.

How much have you invested with them?

We spent around $10,000 a month.

What is the status of this engagement?

We worked together from 2012–2014.

RESULTS & FEEDBACK

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

The profits from our partnership was nearly three times more than their price. They brought in so many leads that we had to hire more people to close the deals.

How did SalesRoads perform from a project management standpoint?

They were completely accessible and always available. They kept me updated, and we had weekly conference calls to track progress.

What did you find most impressive about them?

They were passionate about their job and wanted to help our business grow. I’ve worked with other call centers before, and SalesRoads was one of the best. They had a great company culture and worked well with our team.

Are there any areas they could improve?

No.

Do you have any advice for future clients of theirs?

Have a product that works well for cold calling and be involved with them.

5.0
Overall Score Working together was great.
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
    They were expensive, but the value was worth it.
  • 5.0 Quality
    Service & deliverables
    They were great.
  • 5.0 NPS
    Willing to refer

Lead Generation Campaigns for Grant Writing Company

“They’re a team of data-driven salespeople.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$200,000 to $999,999
 
Apr. 2017 - Ongoing
Project summary: 

SalesRoads provides lead generation and sales services through outbound calling campaigns. They developed trainable sales scripts to yield repeatable results. They’re a full-service sales firm.

The Reviewer
 
1-10 Employees
 
Wellington, Florida
Dan Abbate
CEO & Founder, Williams Grant Writing
 
Verified
The Review
Feedback summary: 

SalesRoads delivers significant results on a consistent basis. Their efforts have exponentially increased both a reoccurring customer base and the resulting revenue. Instead of working with any customer, they only engage with companies that complement their methodology and sales strategy.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO and founder of Williams Grant Writing. We write grants and research funding opportunities to help non-profits achieve their goals.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SalesRoads?

While we understood there was a market for our service, we needed an external firm to scale up our lead generation and sales processes. We hired SalesRoads for the project.

SOLUTION

What was the scope of their involvement?

We’re a relatively new company, so we didn’t have sales scripts or formal approaches to offer SalesRoads when we first reached out to them. As a result, we began the engagement by providing them with as much information about our company as possible. They used that information to develop a sort of sales playbook. Once the playbook was complete, they started training people to position and sell our services. We gave them a list of potential clients and they started methodically working through the list via an outbound calling campaign. They perform the entire sales process from cold-calling to closing. We’re still working with them and have every intention of continuing the relationship.

What is the team composition?

We primarily work with a sales manager. She oversees the 2–5 salespeople that are allocated to our account. We also communicate with their owner as needed.

How did you come to work with SalesRoads?

I originally met their owner at an entrepreneurial organization. They had recently achieved a prestigious milestone, so I knew they were a credible company. As a result, I was confident they’d do an excellent job.

How much have you invested with them?

The price goes up and down each month, but we’ve probably spent around $200,000 thus far.

What is the status of this engagement?

We hired them in April 2017 and the engagement is ongoing.

RESULTS & FEEDBACK

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

Our main goal related to lead generation was to build out partnership program client base. That’s our most expensive service and it provides us with reoccurring business. In one year, SalesRoads helped grow that program to include 32 companies. Their efforts have likely brought in around $1 million in revenue.

How did SalesRoads perform from a project management standpoint?

My life would be so much easier if every company we worked with operated as smoothly as SalesRoads. We gave them several sales objectives and they responded with solutions for each goal we laid out. I didn’t have to analyze each suggestion for pitfalls. Instead, they proactively communicate potential issues within each campaign and get ahead of problems. There was a lot of back and forth during the engagement’s early stages as they scrutinized various data points. Their subsequent feedback influenced the way we provide clients with our service. We usually interact via phone or email, but face-to-face meetings with their owner happen occasionally.

What did you find most impressive about them?

They’re a team of data-driven salespeople. Every sales firm makes similar claims, but SalesRoads actually delivers. Their goal is to create scalable campaigns that are repeatable and can facilitate measurable growth. Furthermore, they only accept customers with products or services that meld well with their capabilities.

Are there any areas they could improve?

No. They do great work for us, so I don’t have any significant criticisms.

Do you have any advice for potential customers?

The value they can provide depends on the client’s product or service.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Appointment Setting for Brand Services Company

“They were very professional and results-oriented. They always had our best interests in mind… .”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$200,000 to $999,999
 
Dec. 2014 - Aug. 2017
Project summary: 

Assisting with sales generation, SalesRoads reached out to groups of prospective clients, set up appointments, and arranged educational seminars.

The Reviewer
 
1,001-5,000 Employees
 
Delaware, United States
John Graham
Former Business Development Manager, Brand Services Company
 
Verified
The Review
Feedback summary: 

Their strategies played a vital role in helping the business grow and the sales renewal rate reached 85%. SalesRoads went above and beyond to accomplish all goals, while their ability to become part of a team and adapt to changes made them a go-to partner for future projects.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

When I worked with SalesRoads, I was a business development manager at a Brand services company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SalesRoads?

We needed a company to help us connect with small business owners who were in need of our services.

SOLUTION

What was the scope of their involvement?

They reached out to groups of business owners, set appointments for us, and arranged educational seminars or flash sales. They did most of their work by phone, but we also had a small group of people that knocked on the doors. They adapted quickly to what we needed and were very open to learning and collaborating with us.

What is the team composition?

They assigned about 6–8 members of their team to our project. They also had a supervisor who oversaw them and worked with us directly.

How did you come to work with SalesRoads?

They were recommended to us. We did extensive research into different companies and decided that SalesRoads was the best fit for us.

How much have you invested with them?

We spent around $500,000. They billed us on a monthly basis.

What is the status of this engagement?

We worked with them between December 2014 and August 2017.

RESULTS & FEEDBACK

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

Our metrics were based on sales and whether or not they were renewed. While most customers were renewing at a 60% rate, their customers were renewing at 80–85% rate. That was by far the fastest growing group within the department, quickly becoming the most important and successful part of our company's growth.

How did SalesRoads perform from a project management standpoint?

They were very professional and results-oriented. They always had our best interests in mind and became part of our team.

What did you find most impressive about them?

They're some of the most intelligent people I've worked with. Also, they're very flexible and could easily adapt when we changed things around.

Are there any areas they could improve?

There was nothing over those years that went wrong. We were very much in sync.

Do you have any advice for potential customers?

Keep an open mind. Make sure you communicate clearly and understand what they're communicating to you. I have a startup company right now, and I'll definitely bring SalesRoads in when we're more ready to work with them.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Lead Generation Dialing Campaigns for Hydraulics Manufacturer

“The campaigns have been extremely successful.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
Apr. 2016 - Ongoing
Project summary: 

SalesRoads work on project-based outbound dialing campaigns, working to generate qualified marketing leads for specific projects. They also provide advice on scripts and review techniques.

The Reviewer
 
10,000+ Employees
 
Cleveland, OH
Juanita McGowen
Lead Generation Manager, Parker Hannifin
 
Verified
The Review
Feedback summary: 

The work of the SalesRoads team produces excellent results that both clients and distributors are satisfied with. They provide daily reports with recordings of their calls as well as weekly reports outlining the successes. They are easy to work with and ensure the workflow is smooth.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

We’re a global manufacturer of hydraulics, pneumatics, and electromechanical components. My position E-business Lead Generation Manager and involves driving prospects and lead generation programs globally. We use outbound dialing as part of this.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SalesRoads?

We use them for project-based outbound dialing campaigns.

What were your goals for this project?

To generate marketing qualified leads in geographical and industry-focused projects.

SOLUTION

How did you select this vendor?

We based our decision on their experience in the industrial sector, as well as their ability to support short-term, project-based campaigns on an ongoing, ad-hoc basis.

They were able to provide package pricing based on a set number of hours, in addition to project management and training.

Describe the project in detail.

They began with approximately 142 hours of dialing, which elapsed over three weeks. Their services include project management support and training to dialers on a per-project base.

They also provide advice on our script writing and help conduct reviews with the end client to ensure sanctification. Qualified lead recordings are passed along for quality, training, and sales purposes.

What was the team composition?

Many of the dialers that work on our projects are consistent. That’s been valuable as they almost become an extension of our internal marketing team. There’s also a consistent project manager and account manager.

RESULTS & FEEDBACK

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

The campaigns have been extremely successful. Both our internal clients and distributors have been very happy with the results. We can attribute an ROI to the campaigns and show that to them. The outbound dialing continues to be a valuable tactic in our strategy to grow sales.

How effective was the workflow between your team and theirs?

The workflow is very easy and effective. They provide daily reports with recordings, as well as weekly reviews of the campaign to ensure our objectives are met.

What did you find most impressive about this company?

The ease of doing business with them is impressive. I have a great rapport with our managers.

Are there any areas for improvement?

No.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Appointment Setting and Inside Sales Program for PPO

“They had an organized database as well as strategic research techniques that helped identify leads.”

Quality: 
5.0
Schedule: 
4.5
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Nov. 2016 - Sept. 2017
Project summary: 

SalesRoads helped identify potential leads and provided outbound callers who secured appointments within the sales program, generating qualified pipeline opportunities for a healthcare program.

The Reviewer
 
501-1,000 Employees
 
New York, NY
VP of New Business Development, PPO
 
Verified
The Review
Feedback summary: 

As a testament to their lead generation and research capabilities, their agents replaced the in-house call team entirely. SalesRoads’ collaborative, goal-oriented approach—in addition to their professionalism—garnered overwhelming praise and cultivated an invaluable partnership.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m VP of new business development for a preventive healthcare PPO. We provide comprehensive physical exams for companies, targeting executives and then the total eligible population. In my role, I generate new business and look for potential clients.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SalesRoads?

Originally, we had an internal team of outbound call coordinators who would generate introductory calls for the sales representatives. However, we weren’t happy with the quality of the leads we received. We needed resources to help us generate new leads.

SOLUTION

What was the scope of their involvement?

They assigned outbound call coordinators who generated interest and scheduled phone appointments for potential leads. In particular, we charged them with contacting larger companies with dispersed, self-insured workforces. They spearheaded the outbound prospecting campaign, drawing on their research and database to identify targets. Once they called and secured the appointment dates, they would pass the contacts to our sales representatives, populating our calendars directly with prospective clients.

In terms of the call script, we collaborated with SalesRoads to train the coordinators to solely establish appointments. They didn’t need to know extensive knowledge about our programs; they only needed to know enough to pique the client’s interest. We approached calls geographically so that coordinators could navigate specific market nuances. This ensured that their team understood the script’s content, delivered the key messages, and then allowed our sales representatives to close the deal.

What is the team composition?

While I don’t know the total scope of their involvement, I personally worked with 5–6 sales representatives including a project manager who oversaw the call team. I believe that their team focused on the VP-level calls. I worked with other executive sales directors in charge of different regional markets, but I’m not sure if they used SalesRoads to book their appointments.

How did you come to work with SalesRoads?

I had previously worked with them numerous times for other clients and was impressed by their president’s commitment to producing high-quality prospect analysis. Because I didn’t feel our in-house call coordinators could generate the right leads, I convinced my boss to work with them. Although we don’t work with them today because our pipelines and trajectory have changed, we consider our engagement a valuable partnership.

How much have you invested with them?

As I’ve mentioned before, I’m unsure of the total cost because I don’t know if they’ve worked with other teams. However, I believe we spent more than $50,000.

What is the status of this engagement?

Work lasted from November 2016–September 2017.

RESULTS & FEEDBACK

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

To determine the quantitative metrics, I’d have to examine the conversion rate for their generated leads. Unfortunately, we haven’t generated any reports so far, so I can’t speak on this front.

However, from a qualitative perspective, we value their responsiveness and willingness to do whatever we needed to accomplish our goals. We also built our sales pipeline based on SalesRoads’ contribution. Even now, I continue to recommend that they return to support our newer sales members, and I’ve even referred my personal acquaintances to work at SalesForce.

How did SalesRoads perform from a project management standpoint?

I worked extensively with their project manager who took care of everything. A responsive collaborator, she asked appropriate questions when necessary and made changes quickly. If we found a new lead or if they had an idea, we knew we could call or email them, and they would deliver results.

What did you find most impressive about them?

We appreciated their robust outbound prospecting campaign. They had an organized database as well as strategic research techniques that helped identify leads. As a result, we replaced our internal call coordinators with their team.

On a more personal note, I remember consulting for a tech company that wanted to increase their business. They had some spreadsheets with prospect names but couldn’t analyze them, so I reached out to SalesRoads’ president to review the data. Although my client ultimately didn’t use the information, it moved me how much time and effort SalesRoads invested in the analysis. I believe that they helped me because we had worked together before, and I really appreciated that.

Are there any areas they could improve?

I have nothing but the best to say about SalesRoads.

Do you have any advice for potential customers?

As with any outbound calling company, customers should provide clarity on their target audience and demographic profile including geographic location, age range, and title. This helps identify the best contact within prospective clients. Customers should also collaborate with SalesRoads to train their coordinators, ensuring that everyone understands the key messages and the call goals.

5.0
Overall Score
  • 4.5 Scheduling
    ON TIME / DEADLINES
    There were some ambiguities along the way, but I can’t recall them.
  • 5.0 Cost
    Value / within estimates
    We wouldn’t have brought them on if they weren’t cost-efficient.
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer