SalesRoads is an award-winning B2B sales outsourcing firm providing appointment setting and lead generation services. We empower businesses of all sizes to reach their goals by providing targeted leads, a predictable pipeline, and stronger revenue.
👉 INDUSTRY FOCUS:
🔸SaaS & Tech
🔸Manufacturing Tech
🔸Industrial Tech
🔸Logistics
🔸Construction
🔸Transportation
🔸SLED Market
👉 OUR METHODOLOGY:
We don't have a single outreach approach. We use front-line data to find an approach that drives sustainable results for your business.
🔷Discover
A comprehensive understanding of your business, goals, marketplace, and challenges empowers us to find an approach that works for your business.
🔷Strategize
We don't have a template for building your sales program. We have 15+ years of experience in forming the strategy for your campaign.
🔷Test
We believe in results-measured testing. We send our initial strategy live and listen for important feedback from our SDRs and campaign metrics.
🔷Accelerate
We accelerate your campaign strategy as we iterate with new approaches informed by our initial outreach and results.
👉 OUR RESULTS:
🔸17+ Years in Business
🔸500+ Happy Customers
🔸Over 100,000 Appointments Set
🔸The Best SDRs
🔸The Leader in the Industry
🔸Clutch Global Top 1000 Companies 2021
Say 'No' to zero-data campaigns, spammy practices, and anonymous SDRs. Scale your company faster and skip the prospecting process with SalesRoads. 🚀
SalesRoads is known for providing good value for cost, with clients reporting satisfaction regarding pricing and outcomes. Costs vary, with some clients investing $10,000 to over $200,000, often resulting in significant ROI through increased leads and appointments.
SalesRoads has consistently helped clients increase sales volume and achieve significant ROI through effective lead generation strategies. Their efforts have been instrumental in building sales pipelines and securing appointments with qualified leads.
Room for Reporting Improvement
While clients are generally satisfied with SalesRoads, some have noted that reporting could be more streamlined. A single source for metrics and insights would enhance the client experience.
Strong Project Management
Clients praise SalesRoads for their excellent project management skills, noting their ability to meet deadlines, communicate effectively, and adapt to client needs. Their team is responsive and proactive in addressing issues, ensuring smooth project execution.
Commitment to Client Success
SalesRoads is committed to their clients' success, often going above and beyond to ensure positive outcomes. This dedication is reflected in their long-term partnerships and high client satisfaction.
High-Quality Appointments
SalesRoads excels in setting high-quality appointments by targeting the right decision-makers and understanding client needs. This capability has led to a significant increase in sales opportunities and customer engagement for their clients.
Positive Team Dynamics
Clients appreciate the positive team dynamics at SalesRoads, noting their professional yet personable approach. The team's enthusiasm and commitment to excellence contribute to successful project outcomes.
"Salesroads is hands down the best outsourced sales organization I have worked with."
Mar 25, 2021
Founder and CEO, Crewhu
Stephen Spiegel
Human Resources
Boca Raton, Florida
11-50 Employees
Online Review
Verified
A B2B SaaS company hired SalesRoads to augment their demand generation strategy. The goal is to set up online discovery calls for their account executives and achieve a 100% ROI.
The client was happy with the progress and SalesRoads' performance as they exceeded the 100% ROI goal. The team continued to raise the bar despite consistently hitting the goals. Their meeting rhythm and KPI reporting were great in maintaining the process improvement and accountability.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
I am the founder and CEO of a B2B SaaS company that helps our clients focus on the metrics that matter to crush their customer service and sales goals.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire SalesRoads?
We hired sales roads to augment our demand generation strategy. We specifically wanted them to help us set up online discovery calls for our Account Executives.
What were your goals for this project?
We were looking for 100% ROI which they have exceeded.
SOLUTION
How did you select SalesRoads?
We have been through 2 other outsourced companies in the past that did not work out and we determined that the failure was due to lack of a complete understanding of our market and product. At this point we were deciding to bring the SDR role in-house or outsource.
We looked at what Salesroads offered and we were impressed with the amount of work they invested to understand our market, core client and product. They created a very impressive play book, KPIs to measure weekly performance and a weekly rhythm to make adjustment and continuously improve the process.
Their focus on the process is what they do much better than other providers I have used and which has resulted in success where other providers failed. Based on my experience even if I brought the SDR in-house they will always complement my team to add redundancy to the process as well as an expert perspective to our ever changing process which is critical to our success.
Describe the project in detail.
We have a Customer Success Manager, a Sales Manager, an Optimization Specialist and Appointment Setters assigned to our account. For onboarding they created the best demand generation playbook that I have ever worked with, complete with talk tracks, product info, core client info, objections, and competitors that was pulled from an initial interview with me followed by multiple reviews. Once the playbook was completed the sales team was trained for a week and then they launched with call lists that they curated that specifically targeted our ideal core client.
What was the team composition?
Customer Success Manager, Sales Manager, Optimization Specialist, and Appointment Setters.
RESULTS & FEEDBACK
Can you share any outcomes from the project that demonstrate progress or success?
We are very happy with the progress. They have exceeded our goal of 100% ROI. What separates Salesroads from my other experiences is their upfront work to understand our core client and to work with us weekly to improve results.
Even though they are hitting their goals they still challenge themselves to see how they can raise the bar for us. I do not consider Salesroads a vendor, but instead, a strategic partner.
How effective was the workflow between your team and theirs?
It is amazing. They have a channel on my Slack workgroup and they normally answer my requests immediately. Our meeting rhythm and KPI reporting is also great which has helped us maintain process improvement and accountability on both sides.
What did you find most impressive about this company?
Their people and their processes and as mentioned above their amazing sales playbook that was customized for my company.
Are there any areas for improvement?
No. We both believe we can always improve and we challenge ourselves during our weekly meetings to get to continuous improvement. Salesroads is hands down the best outsourced sales organization I have worked with and will continue to work with in the months and years to come.
RATINGS
5.0
"They are BADASS!"
Quality
5.0
Service & Deliverables
"Process, team, playbook, meeting rhythm"
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
"Good ROI"
Willing to Refer
5.0
NPS
"I enthusiastically recommend Salesroads
Lead Generation Services for Label Manufacturing Company
Sales Outsourcing
Confidential
July 2024 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"This is our first run at outsourcing lead generation, and I'm blown away by SalesRoads. We improve together every day."
Oct 29, 2024
VP of Operations, Label Manufacturing Company
Anonymous
Manufacturing
Hesperia, Michigan
1-10 Employees
Online Review
Verified
SalesRoads provides lead generation services for a label manufacturing company. The team is responsible for developing a sales funnel of qualified leads for the client.
SalesRoads has increased the client's ratio of outbound calls to qualified leads that accepted a follow-up call. The team has demonstrated excellent project management by meeting deadlines, being highly responsive to the client's requests and expectations, and showcasing interest in their company.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the VP of Operations of a label manufacturing company
Describe what your company does in a single sentence.
Manufactures product labels
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire SalesRoads to accomplish?
Develop a sales funnel of qualified leads
SOLUTION
How did you find SalesRoads?
Online Search
Why did you select SalesRoads over others?
High ratings
Great culture fit
Good value for cost
Company values aligned
How many teammates from SalesRoads were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Our goal with hiring sales roads was to have them kickstart lead generation for our company. Sales had not been a large part of our process until then and we needed help getting our sales person qualified leads. We wanted to start on a path to grow our topline and we found that they had the right strategy for lead gen to be able to help us.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Ratio of outbound calls to qualified leads that accepted another call
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project Management has been incredible. Their team has been extremely responsive to anything we ask of them and manage our expectations very well when it comes to due dates on changes/additions to the project. Everyone on the Salesroads team that I have come across is not only personable, but also very invested and interested in our company as a whole.
What was your primary form of communication with SalesRoads?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
The most impressive thing about Salesroads is their people. Everyone has been a pleasure to work with and seems to have a genuine interest in our company.
Are there any areas for improvement or something SalesRoads could have done differently?
This is our first run at outsourcing lead generation, and I'm blown away by SalesRoads. We improve together every day.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Lead Generation for Risk Management Software Company
Marketing StrategySales Outsourcing
Confidential
Jan. 2023 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"It is clear that SalesRoads is always trying to find new ways to increase efficiencies and exceed targets."
Oct 2, 2024
Business Development Manager, Protecht Group, Inc.
Ryan Manley
Software
Los Angeles, California
51-200 Employees
Online Review
Verified
SalesRoads provides lead generation services for a risk management software company. They call the client's inbound leads, prospect additional contacts within those accounts, and conduct outbound practices.
SalesRoads' success is measured by the number of dials per day, week, month, and quarter, the number of appointments booked, and the number of appointments held. The team meets deadlines, takes the initiative to get ahead of identified trends, and maintains clear and timely communication.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Business Development Manager of Protecht Group, Inc.
Describe what your company does in a single sentence.
We are an Enterprise Risk Management Software company.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire SalesRoads to accomplish?
Prospect potential customers
Build brand awareness
SOLUTION
How did you find SalesRoads?
Online Search
Why did you select SalesRoads over others?
High ratings
Pricing fit our budget
Great culture fit
Good value for cost
Company values aligned
How many teammates from SalesRoads were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
SalesRoads has helped our organization in many ways but most importantly by:
Calling all of our Inbound leads
Prospecting other contacts within those accounts
Conducting their own outbound prospecting activities to organizations that fit our target market
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The measurable outcomes included:
Number of dials per day/week/month/quarter
RPC's contacted
Number of appointments booked per week/month/quarter
Number of appointments held per week/month/quarter
Describe their project management. Did they deliver items on time? How did they respond to your needs?
SalesRoads has been terrific with responding to items on time
They take initiative with getting ahead of certain trends that have been identified by both our organization and theirs.
Communication has always been clear and timely
What was your primary form of communication with SalesRoads?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
I find the organization's resiliency most impressive. In a very difficult market, they never let challenges or roadblocks effect performance or culture. It is clear that SalesRoads is always trying to find new ways to increase efficiencies and exceed targets.
Are there any areas for improvement or something SalesRoads could have done differently?
I have no suggestions. The management and senior management team at SalesRoads have always done an amazing job at continuously looking for new strategies and consulting with us on ways to improve.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Market Research & Call Center Services for Home Appraisal Co
Call Center ServicesMarket Research
Confidential
June 2024 - Ongoing
4.0
Quality
4.0
Schedule
4.5
Cost
4.0
Willing to Refer
4.0
"SalesRoads is fast, efficient, and has gotten to know our product offering as much as possible."
Aug 16, 2024
Marketing Enablement Manager, True Footage
Sarah Holden
Real estate
Houston, Texas
51-200 Employees
Online Review
Verified
SalesRoads provides market research and call center services for a home appraisal company. The team helps the client find agents, increase awareness, and do market research surveys for the client's users.
SalesRoads has provided qualified leads and booked demos of the client's product. The team is efficient and has an impressive knowledge of our product offering. SalesRoads delivers work on time and helps the client keep the project on track, being quick to implement changes and provide feedback.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Enablement Manager of True Footage
Describe what your company does in a single sentence.
We provide home appraisals, tech for appraisers, and tools to aid real estate agents.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire SalesRoads to accomplish?
Recruit appraisers to use our tool and collect market research
Recruit real estate agents to use our tool and collect market research
SOLUTION
How did you find SalesRoads?
Online Search
Why did you select SalesRoads over others?
Pricing fit our budget
Good value for cost
How many teammates from SalesRoads were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
After we created a tool for agents to list housings and make offer management easier, SalesRoads helped us find agents and increase awareness. When we shifted gears, they then helped us complete market research surveys. We also have one of their team members doing market research surveys and trying to get past and new users on one of our appraisal tech tools.
Their weekly updates have been helpful, and they've worked collaboratively and closely with us to make sure we're addressing value props, common push-backs, and helping us get survey data back.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Real Estate agents: Demos booked to preview the product, and right person contacts. Number of survey responses, and qualified leads we could reach out to afterward
Appraiser: pending, but it will be number of users who sign up for the free trial or tutorial
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes, items were delivered on time and they helped keep us on track as well when they needed items. They've been quick to implement changes as needed or requested, and they've helped provide thoughtful feedback.
What was your primary form of communication with SalesRoads?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
SalesRoads is fast, efficient, and has gotten to know our product offering as much as possible.
Are there any areas for improvement or something SalesRoads could have done differently?
Onboarding and initial implementation was rough. It's fully remote/virtual, so that contributes; the initial set up of not knowing who was going to be on the team was tedius as we created and warmed then deactivated email addresses, but it worked out okay in the end.
RATINGS
4.0
Quality
4.0
Service & Deliverables
"Some pitch decs should have more initial collaboration with the company they're for; it would help decrease the amount of time spent editing and reviewing on our end."
Schedule
4.5
On time / deadlines
Cost
4.0
Value / within estimates
Willing to Refer
4.0
NPS
Sales Prospecting & Lead Generation for Robotics Company
Sales Outsourcing
$10,000 to $49,999
Mar. - June 2024
5.0
Quality
4.5
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Whether it is reacting to a request from our team or following up with prospective customers, VSA Prospecting excels."
May 3, 2024
CEO, Robotics Company
Anonymous
Manufacturing
Columbia, South Carolina
11-50 Employees
Online Review
Verified
SalesRoads (formerly VSA Prospecting) provides sales prospecting services for a robotics company. The team finds and generates leads, does outbound calling and appointment booking, and provides data on their calls and emails.
SalesRoads (formerly VSA Prospecting) has exceeded the expected number of calls, emails sent, and meetings booked several times during the project. Their project management has been professional and strategic, ensuring requests are timely met. The team is quick to make required changes and pays close attention to detail.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of a robotics company
Describe what your company does in a single sentence.
We build and sell AI-enabled robots for K-12 students
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire VSA Prospecting to accomplish?
Find more leads
Book more meetings for our sales reps
Increase awareness about our solution
SOLUTION
How did you find VSA Prospecting?
Referral
Why did you select VSA Prospecting over others?
High ratings
Good value for cost
Referred to me
How many teammates from VSA Prospecting were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
With a call and email list provided along with a set of email/phone scripts, VSA Prospecting initiated calls and emails to book appointments for members of our sales team. Deliverables included a rich data set with number of calls placed/emails sent, number of referrals, voicemails left, number of messages left with gatekeepers, etc and number of appointments booked each week.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
VSA Prospecting did a phenomenal job of meeting our expectations for number of calls placed/emails sent, tracking the outcomes of each attempted contact, and number of booked meetings. VSA exceeded the number of meetings several times during the course of the project.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
VSA's project management was very professional and strategic. Their team went above and beyond to ensure that our initial requests were met, in a timely way. VSA also qas quick to make changes to scripts and cadence, upon our request, with no loss in productivity! Their service and attention to detail far exceeds any other prospecting service we have used.
What was your primary form of communication with VSA Prospecting?
Virtual Meeting
What did you find most impressive or unique about this company?
VSA's commitment to excellence in all areas - preparation, execution and follow up - is evident in all of their interactions. Whether it is reacting to a request from our team or following up with prospective customers, VSA Prospecting excels.
Are there any areas for improvement or something VSA Prospecting could have done differently?
N/A
RATINGS
5.0
Quality
4.5
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Outbound Calls Services for Concierge Medicine Co
Sales Outsourcing
Confidential
Aug. 2023 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
“Although it’s a hard industry to access, SalesRoads does exactly what they promise.”
Nov 6, 2023
Head of sales, SignatureMD
Jordan Sternberg
Healthcare
Boca Raton, Florida
11-50 Employees
Phone Interview
Verified
SalesRoads provides outbound SDR services for a concierge medicine company. The team works remotely and is responsible for setting quality meetings for the internal team.
Thanks to SalesRoads’ efforts, the client has had 37 meetings in three months. The team is transparent, responsive, and communicative through Zoom and emails. Moreover, they provide constant updates, deliver excellent results, and are easy to work with. Customers can expect a great experience.
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 head of sales of SignatureMD. We’re one of the largest concierge medicine groups in the country. We work with independent doctors to keep them separate by transitioning to concierge medicine.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with SalesRoads?
We were looking to compare apples to apples. We wanted to see if we could be more successful using a third-party outbound team versus an internal team by comparing both.
SOLUTION
What was the scope of their involvement?
SalesRoads provides outbound SDR services; they set meetings for our field team. We initially met David (President), who walked us through the organization, what they do, and how they do it. SalesRoads looked at data for us and analyzed what could be successful. They set proper expectations before we agreed to engage and give it a shot.
They work remotely; integrating them has been easy and straightforward. They know what they need to be successful on our end, so we’ve had no issues.
What is the team composition?
Kasey (Client Success Manager) runs the operation. Additionally, two team members are doing the work.
How did you come to work with SalesRoads?
We found them through a referral.
What is the status of this engagement?
We started working with them in August 2023, and our relationship is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
SalesRoads has provided us with a tracker. They’ve set 37 meetings for us in three months, and the quality is improving.
How did SalesRoads perform from a project management standpoint?
Project management is excellent. They’re very responsive, and the team does everything they say they’ll do. We communicate through Zoom and emails.
Are there any employees from the service provider's team that you would like to give a shout-out to in this review?
Kasey is our main point of contact and has been a pleasure to work with. They’re very transparent in their reporting and a true partner in working with our organization. They ensure we see the value daily.
What did you find most impressive about them?
The results speak for themselves. Although it’s a hard industry to access, SalesRoads does exactly what they promise. Not many companies can set meetings in the primary care space.
Are there any areas they could improve?
No, they should continue what they’re doing. If they repeat their value statement, they’ll keep getting better.
Do you have any advice for potential customers?
Make sure your sales team provides feedback. SalesRoads is very receptive to feedback and ideas, so we’ve had a successful partnership. If you’re only looking to get a vendor and leave them alone, you won’t be successful.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Sales Outsourcing Services for Investment Management Company
Other MarketingSales Outsourcing
$50,000 to $199,999
Sep. 2022 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They truly have our best interest at heart. They want to understand us and look at us in a holistic way."
Oct 31, 2023
CEO, Elay Ventures, Inc
Oswaldo Alvarez
Financial services
Miami, Florida
1-10 Employees
Online Review
Verified
SalesRoads has been hired by an investment management company to help with their sales process. The team has developed the client's strategy and messaging to reach customers, enhance leads, and increase sales.
Thanks to SalesRoads, the client has achieved their sales goals and aligned their strategy to keep building their business. They lead the project with a hands-on approach and are very responsive to the client's needs. Moreover, they act like a true partner and stand out for their strategic vision.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of Elay Ventures, Inc
Describe what your company does in a single sentence.
Elay Ventures, Inc is an investment management company.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire SalesRoads to accomplish?
Grow Pipeline
Create and Enhance Leads
Increase Sales
SOLUTION
How did you find SalesRoads?
Referral
Why did you select SalesRoads over others?
Great culture fit
Company values aligned
How many teammates from SalesRoads were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
SalesRoads has helped me to think through my sales process to build my business. We went through a full methodology of how to think through my value proposition for my clients, who my ideal clients are and the best strategies tactics and messaging to reach out to these clients.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Demand Generation
Strategy Allignment
Sales Goals Achieved
Describe their project management. Did they deliver items on time? How did they respond to your needs?
SalesRoads has an amazing hands on approach to building a strategic program. I even sat down for Lunch with the President, David, to discuss and strategize how to build one of my businesses. We discussed my current sales methodology what was working and not working and what I needed to do to hit my aggressive sales targets. Since then he has also been very responsive to my needs discussing the strategy and any new initiatives that might redefine that strategy.
What was your primary form of communication with SalesRoads?
In-Person Meeting
Virtual Meeting
What did you find most impressive or unique about this company?
How hands on and strategic they are. They truly have our best interest at heart. They want to understand us and look at us in a holistic way to ensure we're achieving our sales and company goals.
Are there any areas for improvement or something SalesRoads could have done differently?
No not really.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Call Center Services for Managed Service Provider
Call Center Services
$10,000 to $49,999
July 2023 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"We were very pleased with the results."
Oct 19, 2023
CEO, 4IT
Raymond Mobayed
Information technology
Miami, Florida
11-50 Employees
Online Review
Verified
SalesRoads provides call center and lead generation services for a managed service provider. They optimize a list of internal contacts and targeted companies and craft a targeted list for potential clients.
Thanks to SalesRoads, the client has experienced measurable outcomes regarding qualified leads and scheduled appointments. SalesRoads has ensured an organized process, guiding the client throughout the engagement. Their success-orientedness, depth of resources, and knowledge are commendable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of 4IT
Describe what your company does in a single sentence.
4IT Is a Managed Service Provider helping companies manage their internal IT infrastructure.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire SalesRoads to accomplish?
Create and Enhance Leads
Increase Sales
Grow Pipeline
SOLUTION
How did you find SalesRoads?
Referral
Why did you select SalesRoads over others?
High ratings
Great culture fit
Good value for cost
Company values aligned
How many teammates from SalesRoads were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
SalesRoads took a list of internal contacts and targeted companies and helped strategically enhance them so that we could have a targeted list to prospect into prospective clients. They both enhanced the current contacts and provided net new contacts for this target list.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Number of Qualified Leads
Number of Held Appointments
Describe their project management. Did they deliver items on time? How did they respond to your needs?
SalesRoads has an amazingly organized process to be able to help you with your lead generation. Even if you don’t understand this market and don’t have a sales operations team you can tap into their team as if it is your own to help you generate the leads you need and help guide you through the full process to help you build your pipeline. Their team truly cares about your success and making sure you get what you need out of the relationship.
What was your primary form of communication with SalesRoads?
Virtual Meeting
What did you find most impressive or unique about this company?
Their organization and depth of resources and knowledge about lead generation. They have an amazing number of tools at their disposal to build the type of prospect list you need and execute on the overall needs of the program
Are there any areas for improvement or something SalesRoads could have done differently?
No. We were very pleased with the results.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Sales Outsourcing for SaaS Provider
Call Center ServicesSales Outsourcing
$50,000 to $199,999
Dec. 2020 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They work with us to grasp our ideal customer profile, buyer personas, and the type of leads that will drive revenue."
Oct 17, 2023
VP of Sales, Crewhu
Ryan Denning
Software
Boca Raton, Florida
11-50 Employees
Online Review
Verified
SalesRoads provides sales outsourcing support to a SaaS provider. They develop the client's targeted lead lists, enhance their current lead lists from intent data, generate leads, and book appointments.
SalesRoads has helped the client increase the number of qualified leads and appointments they've generated. Their team meticulously develops targeted lists from multiple sources, ensuring they're prospecting into the right market. They're also creative, responsive, and communicative via meetings.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the VP Sales of Crewhu
Describe what your company does in a single sentence.
Crewhu is a SaaS employee recognition and customer satisfaction platform built specifically for MSPs.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire SalesRoads to accomplish?
Grow Sales
Generate Pipeline
Develop Leads
SOLUTION
How did you find SalesRoads?
Referral
Why did you select SalesRoads over others?
High ratings
Great culture fit
Good value for cost
Company values aligned
How many teammates from SalesRoads were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
SalesRoads develops targeted lead lists for our target market and enhances our current lead lists from tradeshows and intent data. SalesRoads also has worked to generate appointments and leads for our AE’s and internal SDR.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Number of Qualified Leads
Number of Held Appointments
Describe their project management. Did they deliver items on time? How did they respond to your needs?
SalesRoads has an amazing project management program. Led by a Client Success Manager, they work with us to grasp our ideal customer profile, buyer personas, and the type of leads that will drive revenue for our team.
They are very responsive and work to continually iterate so that they can help you exceed your sales goals. They operate as part of your organization from both a strategy and execution standpoint, and you can tell they really care about driving results for their clients.
What was your primary form of communication with SalesRoads?
Virtual Meeting
What did you find most impressive or unique about this company?
They really care about driving results. Your goals are their goals, and they will work to drive those results through a creative approach but also by finding amazing talent to prospect for your organization. They work hard to develop very targeted lead lists drawing from multiple sources to make sure that they are prospecting into the right people at the right organizations at the right time.
Are there any areas for improvement or something SalesRoads could have done differently?
Not really. We have worked with other SDR outsourcing companies, and they are by far the gold standard in the industry.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Sales Outsourcing & Lead Generation Services for Nonprofit
Call Center Services
$50,000 to $199,999
Dec. 2019 - Dec. 2020
5.0
Quality
5.0
Schedule
5.0
Cost
4.0
Willing to Refer
5.0
“The quality of contacts was like no other, so we had to do less work with SalesRoads than with other solutions.”
Nov 22, 2022
Executive Director, InnSure
Charlie Sidoti
Nonprofit
Cambridge, Massachusetts
11-50 Employees
Phone Interview
Verified
SalesRoads provided sales outsourcing services for an insurance nonprofit. They created a target list and script, made cold calls, and set appointments to attract companies as sponsors and partners.
The client was satisfied with SalesRoads’ high volume of calls, close rate, and quality of appointments. The team reviewed the metrics every week and provided reports for the client. Communication was excellent, and they were prompt and well-organized in their project management.
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 executive director of InnSure, a nonprofit. Our mission is to foster innovation in insurance; a lot of what we do is related to helping the insurance industry address climate change. We typically support innovation initiatives, connect companies to startups and entrepreneurs, and help them engage in external ecosystems.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with SalesRoads?
As a relatively new organization, we were trying to get senior leaders in the insurance industry to explain what we do and who we are.
SOLUTION
What was the scope of their involvement?
We initially explained our business to SalesRoads’ team and worked together to create a script to explain who we are and what we do. They did cold calls for us to set appointments. They worked on the people’s profiles and positions we wanted to engage with to create target lists. Then, SalesRoads called and engaged with them until they set up appointments with the interested parties. Ultimately, the goal was to get companies to sponsor and work with us.
We supplied a few names and worked with the team over the weeks to fine-tune how they were filtering the target list. They kept to their script; if people asked questions outside it, they set up calls with me or somebody on my staff. Additionally, SalesRoads engaged in email outreach.
What is the team composition?
We worked with four team members in total. We had one manager and two people doing the calls. Additionally, halfway through the engagement, they added a new person.
How did you come to work with SalesRoads?
Someone referred them to me. We compared 2–3 services and liked SalesRoads’ people, their processes, and the results they presented. Also, they were more willing to work with us than others.
How much have you invested with them?
We spent about $60,000–$70,000.
What is the status of this engagement?
We worked with them from December 2019–December 2020.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
They reviewed the call list, call activity, and how often they connected and converted to an appointment on a weekly basis. The two most significant metrics were the calls-to-close ratio and the quality of the appointments. We ranked if the people they reached were the type of people we were looking for. Additionally, we also tracked how many of those we closed, but that had less to do with SalesRoads’ service and more with our product.
How did SalesRoads perform from a project management standpoint?
Communication was fantastic. They didn’t miss any deadlines; the team was a well-oiled machine. Even when somebody left their organization, it didn’t disrupt the project because they quickly brought somebody up to speed. The supervisors also made phone calls during the transition, so there was no service interruption.
We used Google Suite and a CRM. SalesRoadas gave us reports, and we could review them at any time.
What did you find most impressive about them?
They did a high volume of calls and had a good close rate. Moreover, the quality of contacts was like no other, so we had to do less work with SalesRoads than with other solutions.
Are there any areas they could improve?
They could incorporate email more effectively, but we didn’t purchase it as part of our service.
Do you have any advice for potential customers?
Work with them upfront to get the scripts right and stick with it for an extended period because it builds up over time.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.0
Value / within estimates
Willing to Refer
5.0
NPS
Outreach Campaigns for Manufacturing Firm
Call Center Services
$50,000 to $199,999
Jan. 2022 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I found their hands-on approach impressive."
Oct 19, 2022
CEO, Manufacturing Firm
Len Weinstein
Manufacturing
Chicago, Illinois
1-10 Employees
Online Review
Verified
SalesRoads has been hired to manage outreach campaigns for a manufacturing firm. The team reaches out to non-users to set up real-time appointments and sends in-depth campaign metrics to the client.
SalesRoads has surpassed the client's expectations; they've completed the required number of calls, number of contacts, and number of leads. They have a hands-on project management approach. In addition, problems are resolved immediately, and the client is available for more complicated issues.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
I was the consultant for a fortune 500 manufacturing firm.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire SalesRoads, and what were your goals??
SalesRoads was hired to contact Non-users that had purchasing frequency in a large box store for their supplies. The initial calling goals were to contact approximately 100 K of these non-user clients.
SOLUTION
How did you select this vendor and what were the deciding factors?
We interviewed three vendors. The selection criteria was based on: experience within the industry that we were attacking, technology that would be interfacing with our internal systems and cost. SalesRoads exceeded our expectations on all three.
Describe the project in detail and walk through their service package, including any calling tools used.
The SalesRoads team was to set up real time appointments and send the invites to the contractor and to the client sales person. A lead sheet was sent to each client with notes of the conversation with the contractor. Weekly customized dashboards were set up with in-depth campaign metrics. Short term CSV files were sent daily with all activity and contact updates.
Long-term work out of clients were performed in the manufacturing company‘s Salesforce instance to generate needed productivity. My client needed to have a sales enablement platform on top of Salesforce for dialing.
Who did you work with and what was the feedback process like?
Most of the work was done with the team that was set up to handle the account. Specifically: David, Kacey, Jane and the outbound team.
RESULTS & FEEDBACK
Can you share any measurable outcomes of the project or general feedback about the service?
SalesRoads exceeded our expectations with the defined metrics: number of calls, number of contacts, number of leads passed. Also, SalesRoads was very good at adjusting the plan as needed.
Describe their project management style, including communication tools and timeliness.
The Salesroads project management team was extremely hands-on and available as needed. Most issues were resolved in an extremely timely manner. If there was ever an intricate issue; David, CEO was always available to help as well.
What did you find most impressive or unique about this company?
I found their hands-on approach impressive. We consider SalesRoads an extension of the teams that we were deriving leads for. SalesRoads is very much a can-do company and spends time with the client in order to figure out ways to accomplish the client’s goals.
Are there any areas for improvement or something they could have done differently?
Not that I can think of.
RATINGS
5.0
Quality
5.0
Service & Deliverables
"Salesroads exceeded our expectations with the number of leads transferred to us, new leads, total contacts, total calls And of course their results"
Schedule
5.0
On time / deadlines
"Scheduling was easy. They are easy to work with and eager to get the job done correctly."
Cost
5.0
Value / within estimates
"Salesroads was in line versus the cost of competition."
Willing to Refer
5.0
NPS
"I have already attempted to refer business to SalesRoads.
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