SalesRoads

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.

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.

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.

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.

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.

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.

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.

BACKGROUND

Introduce your business and what you do there.

I’m the regional sales executive of an HR and payroll software company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SalesRoads?

We were having difficulties finding new opportunities in setting appointments, so we needed a firm to help us with our go-to marketing strategy.

SOLUTION

What was the scope of their involvement?

SalesRoads provided us with call center services to ramp up our sales efforts. Their responsibilities included scriptwriting, campaign development, analytics tracking, and driving revenue-boosting strategies.

What is the team composition?

Our main point of contact was David (President), but we also worked with about 6–8 people from their team.

How did you come to work with SalesRoads?

Our sales executive found SalesRoads through research.

How much have you invested with them?

We invested somewhere between $100,000–$250,000.

What is the status of this engagement?

We worked together from March 2010–July 2017.

RESULTS & FEEDBACK

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

We never received any negative feedback from our customers, and SalesRoads’ work enabled us to gain hundreds of thousands of dollars in revenue.

How did SalesRoads perform from a project management standpoint?

They were outstanding from a project management perspective and we typically communicated through Microsoft Outlook and phone calls.

What did you find most impressive about them?

What separates them from other providers is their consistent approach to execution.

Are there any areas they could improve?

I can’t think of anything they need to improve on.

Do you have any advice for potential customers?

I don’t have any specific advice, except just to go ahead and hire SalesRoads.

BACKGROUND

Please describe your company and your position there.

I'm the sales and marketing director for a SaaS company providing ben admin and TPA services.

OPPORTUNITY / CHALLENGE

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

We hired SalesRoads to provide lead generation services for our sales reps.

SOLUTION

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

We did a comprehensive search of digital marketing, inside sales, and other organizations for lead generation. I had experience and success working with SalesRoads as a salesperson in a prior role, and included them in the review. They were the best fit for my salespeople as well.

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

The scope of the project was to provide about 100 hours of telemarketing support per month. We needed them to craft a training playbook, distill our story and value proposition, template talk tracks, and be prepared for different types of sales objections.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with 3-4 resources ranging from the President, to a Project Manager, to and Inside Sales Rep.

RESULTS & FEEDBACK

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

The campaign gave us access to some two great enterprise deals and dozens of prospects. It also built awareness in new geographic markets, which we were in need of.

How effective was the workflow between your team and theirs?

Very effective. SalesRoads was able to work quickly.

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

They really tailored their services to our needs and invested a lot of time in managing the campaign and tweaking different elements to maximize success, despite us being a smaller client for them.

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

They could offer a couple of different pricing options - e.g. a per appointment vs. an hourly rate.

BACKGROUND

Introduce your business and what you do there.

I’m a partner of a consumer product company. We have two brands.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SalesRoads?

They’re doing outbound calls to doctors’ offices.

SOLUTION

What was the scope of their involvement?

They created a list of doctors that might need our product for their patients. They’re supposed to make between 1,000–1,500 calls per month. Our sales cycle is pretty long, so they’re involved in getting leads, making calls, sending out samples, and bringing in orders. They’re focused on getting the right people on the phone to generate leads.

What is the team composition?

We have contact with four people, including a senior talent development manager, the president, and two salespeople.

How did you come to work with SalesRoads?

I found them through a friend who had worked with them. When we decided to expand into this new vertical, I decided to reach out and set up a few calls. After speaking with them a few times, we decided they were the right fit.

How much have you invested with them?

We’ve spent $20,000.

What is the status of this engagement?

We started working with them in January 2021 and the partnership is ongoing.

RESULTS & FEEDBACK

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

We’re aiming to get out a certain number of samples and attract a certain amount of leads each month. So far, they’ve met our goals. They’ve sent about 500–600 samples so far and have brought in a bunch of orders. What matters to us is sales, and because of them, our business is growing every month.

How did SalesRoads perform from a project management standpoint?

We normally communicate via email, but we also have weekly Zoom calls. Overall, the team is great. They’re super responsive and are on top of everything. Whenever we have an idea, they execute it immediately.

What did you find most impressive about them?

I liked that they had their president on our first few calls. We can always directly reach out to him via email and he’s happy to help.

Are there any areas they could improve?

Right now, everything is running smoothly, so I don’t think they need to change anything.

Do you have any advice for potential customers?

Set reasonable goals. We had big expectations at the beginning, but they taught us more about the sales process, so we adjusted our strategy.