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.
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.
Adaptability to Client Needs
SalesRoads demonstrates a high level of adaptability, tailoring their services to meet specific client objectives and adjusting their strategies as required. This flexibility has been a key factor in their clients' success.
Comprehensive Sales Playbook
SalesRoads creates detailed sales playbooks, including scripts and strategies, to ensure consistent and effective messaging. Clients appreciate the depth of preparation and training provided to their team.
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.
Effective Lead Generation
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.
Effective Communication
SalesRoads is praised for their effective communication, providing regular updates and being readily available to address client inquiries. Their transparency fosters trust and collaboration with clients.
“They brought in so many leads that we had to hire more people to close the deals.”
Oct 24, 2018
Former Founder & CEO, Data Information Backup Company
Anonymous
IT Services
New York, United States
1-10 Employees
Phone Interview
Verified
SalesRoads managed lead generation by phone. They created a call script and worked closely with the internal team.
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.
RATINGS
5.0
"Working together was great."
Quality
5.0
Service & Deliverables
"They were great."
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
"They were expensive, but the value was worth it."
Willing to Refer
5.0
NPS
Lead Generation Campaigns for Grant Writing Company
Call Center Services
$200,000 to $999,999
Apr. 2017 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
“They’re a team of data-driven salespeople.”
Oct 23, 2018
CEO & Founder, Williams Grant Writing
Dan Abbate
Business services
Wellington, Florida
1-10 Employees
Phone Interview
Verified
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.
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.
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
Appointment Setting for Brand Services Company
Call Center Services
$200,000 to $999,999
Dec. 2014 - Aug. 2017
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
“They were very professional and results-oriented. They always had our best interests in mind… .”
Oct 22, 2018
Former Business Development Manager, Brand Services Company
John Graham
Legal
Bear, Delaware
1,001-5,000 Employees
Phone Interview
Verified
Assisting with sales generation, SalesRoads reached out to groups of prospective clients, set up appointments, and arranged educational seminars.
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.
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 Dialing Campaigns for Hydraulics Manufacturer
Call Center Services
$10,000 to $49,999
Apr. 2016 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
“The campaigns have been extremely successful.”
Oct 22, 2018
Lead Generation Manager, Parker Hannifin
Juanita McGowen
Advertising & marketing
Cleveland, Ohio
10,001+ Employees
Online Review
Verified
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 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.
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
Appointment Setting and Inside Sales Program for PPO
Call Center Services
$50,000 to $199,999
Nov. 2016 - Sep. 2017
5.0
Quality
5.0
Schedule
4.5
Cost
5.0
Willing to Refer
5.0
“They had an organized database as well as strategic research techniques that helped identify leads.”
Apr 9, 2018
VP of New Business Development, PPO
Anonymous
Healthcare
Albany, New York
501-1,000 Employees
Phone Interview
Verified
SalesRoads helped identify potential leads and provided outbound callers who secured appointments within the sales program, generating qualified pipeline opportunities for a healthcare program.
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.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
4.5
On time / deadlines
"There were some ambiguities along the way, but I can’t recall them."
Cost
5.0
Value / within estimates
"We wouldn’t have brought them on if they weren’t cost-efficient."
Willing to Refer
5.0
NPS
Outbound Lead Generation for Marketing Services
Advertising
$10,000 to $49,999
Feb. 2016 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
“No other vendor has been able to match what SalesRoads has done for us.”
Feb 1, 2018
Sales Director, Automata
Andrew Melchiorri
Advertising & marketing
Boston, Massachusetts
11-50 Employees
Online Review
Verified
SalesRoads helps generate new prospects via outbound calls and appointment setting. The team also provides up-to-date reports on current campaigns.
SalesRoads’ work has proven immensely valuable, contributing to a dramatic increase in sales in the past two years. Their thoroughness, transparency, and efficiency have led to a long-term engagement.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
We're a marketing agency that focuses on data analytics and insights, helping our clients attract new customers using custom-set trigger points. I'm the sales director responsible for new client acquisition.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire SalesRoads?
We're always looking for new opportunities and clients, so we reached out to SalesRoads to help with prospect identification and lead generation via their outbound calling services.
What were your goals for this project?
Our main goal was to increase sales, but we also wanted to build out a real pipeline for the first time. Another goal was to increase awareness of our brand in our market.
SOLUTION
How did you select this vendor?
Initially, we did test runs of three different vendors. SalesRoads was superior in terms of quality of work, customer service, and attention to detail when it came to delivering our message to target prospects.
Describe the scope of their work in detail.
SalesRoads is an end-to-end partner, which is one of the biggest positives in working with them. They take several steps pre-launch, including educational calls to learn about our business, prospects, goals, etc. From that information, they would build out a custom call script and approach. They report on results on a regular basis as programs are run, making sure we are satisfied with results at the completion of each campaign that we've worked on together.
What was the team composition?
Their president, David, is accessible, along with several program managers that I have worked with. There are at least 5–10 different individuals who have helped out on our programs over the last two years, but David is available as well to help with whatever is necessary.
RESULTS & FEEDBACK
Can you share any outcomes from the project that demonstrate progress or success?
This is the only company we have worked with that we have been able to prove ROI from our engagement. Overall, sales have increased in triple digits since the start of our collaboration. SalesRoads remains a consistent partner that we task with our outbound appointment setting.
How effective was the workflow between your team and theirs?
I have gotten to know my program manager personally over the time we have spent working together, so the workflow back and forth is seamless. From the start, SalesRoads has done a good job of making sure pertinent details are shared openly. Our communication has been strong.
What did you find most impressive about this company?
I‘ve always been impressed with their attention to detail, from the discovery phase to actual program execution and results reporting.
Are there any areas for improvement?
No other vendor has been able to match what SalesRoads has done for us in terms of outbound lead generation and appointment setting.
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
Appointment Setting for Accounting Firm
Sales Outsourcing
$50,000 to $199,999
Aug. 2023 - Mar. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They were committed to staffing exceptional talent, and it showed in every element of their work."
May 9, 2024
Founder, Accounting Firm
Anonymous
Financial services
Milwaukee, Wisconsin
1-10 Employees
Online Review
Verified
SalesRoads led an accounting firm's appointment setting campaign and created a playbook filled with strategies and templates for calls and emails. They then hired sales representatives to execute the playbook.
For around eight months, SalesRoads consistently set appointments, several of which led to qualified sales opportunities and new deals. Their team impressed the client with their prompt responses and commitment to staffing exceptional sales representatives. They also communicated well via email.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Founder of a financial services company
Describe what your company does in a single sentence.
Finance support for ambitious businesses
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire SalesRoads to accomplish?
Drive additional leads
SOLUTION
How did you find SalesRoads?
Online Search
Referral
Why did you select SalesRoads over others?
High ratings
Referred to me
Strong case studies
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.
I contracted salesroads to build an appointment setting campaign for my business. The engagement started with a playbook that contained some strategy as well as call and email templates. After approving the playbook, they staffed sales reps to execute the playbook. The key deliverable / goal was the appointments set but the playbook was also a major milestone.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Salesroads set consistent appointments over ~8 months. Many of the appointments lead to qualified sales opportunities and new deals.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Salesroads was very prompt and responsive
What was your primary form of communication with SalesRoads?
In-Person Meeting
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
They were committed to staffing exceptional talent, and it showed in every element of their work.
Are there any areas for improvement or something SalesRoads could have done differently?
nothing comes to mind
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
"Exceptional sales talent
Appointment-Setting Services for Design Agency
Call Center Services
$10,000 to $49,999
Oct. 2023 - Apr. 2024
4.0
Quality
3.0
Schedule
4.0
Cost
3.0
Willing to Refer
3.0
"I was impressed with their ability to synthesize our information and translate it into sales vocabulary."
May 6, 2024
VP Marketing, Design Agency
Anonymous
Design
Nashville, Tennessee
11-50 Employees
Online Review
Verified
A design agency hired SalesRoads (formerly VSA Prospecting) to book at least two appointments per week for them.
SalesRoads (formerly VSA Prospecting) booked two meetings per week for the client, meeting expectations. The team managed the engagement effectively; they facilitated weekly meetings and provided regular summaries of the meetings. Their resources were also able to translate the client’s information into sales vocabulary.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the VP of marketing of a design agency.
Describe what your company does in a single sentence.
We are a research driven story telling agency.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire VSA Prospecting to accomplish?
Book Appointments
SOLUTION
How did you find VSA Prospecting?
Referral
Why did you select VSA Prospecting over others?
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.
Book at least two appointments per week.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Two meetings per week
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They provided weekly summaries and weekly meetings.
What was your primary form of communication with VSA Prospecting?
Virtual Meeting
What did you find most impressive or unique about this company?
I was impressed with their ability to synthesize our information and translate it into sales vocabulary.
Are there any areas for improvement or something VSA Prospecting could have done differently?
Nothing tangible.
RATINGS
4.0
Quality
3.0
Service & Deliverables
Schedule
4.0
On time / deadlines
Cost
3.0
Value / within estimates
Willing to Refer
3.0
NPS
Sales Outsourcing for FinTech Company
Email MarketingSales Outsourcing
$200,000 to $999,999
Jan. 2021 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"We're very happy with our ongoing partnership with them."
May 1, 2024
Co-Founder, FundStreet Technologies
Ben McCrery
Financial services
Miami, Florida
201-500 Employees
Online Review
Verified
SalesRoads provides sales outsourcing services for a financial technology firm. The team is tasked with creating email campaigns to set appointments with qualified leads.
Since working with SalesRoads, the client has seen a significant increase in sales. By following a hands-on approach, the team offers a personal touch when addressing the client's needs. What's been most impressive about SalesRoads is their results-driven mindset and dedication to the project.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Co-founder of FundStreet Technologies
Describe what your company does in a single sentence.
Financing for Small Businesses
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire SalesRoads to accomplish?
B2B Appointment Setting
SOLUTION
How did you find SalesRoads?
Referral
Why did you select SalesRoads over others?
Close to my geographic location
Great culture fit
Referred to me
How many teammates from SalesRoads were assigned to this project?
6-10 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Salesroads has been a trusted partner helping us generate and qualify leads for business financing products since 2021.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Salesroads outpeformed our internal center and drove much higher sales as we were scaling back up after Covid.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project Management Team was very responsive, even had a high level of involvement from the owner.
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?
What is unique about Salesroads is their committment to deeply understanding our success metrics and focus on delivering ROI / Performance.
Are there any areas for improvement or something SalesRoads could have done differently?
Not really that we've seen. We're very happy with our ongoing partnership with them.
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
Staff Augmentation for Commercial Janitorial Services Firm
Sales Outsourcing
$10,000 to $49,999
Feb. 2015 - Feb. 2016
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I was impressed with SalesRoad's communication and execution."
Feb 28, 2023
CEO, Skyline Building Care
Randall Martin
Business services
Walnut Creek, California
1-10 Employees
Online Review
Verified
SalesRoads was hired by Skyline Building Care to create sales appointments for their sales team. They created multiple face to face appointments with B2B prospects to offer free quotes.
The client appreciated how involved the SalesRoads leadership was at the beginning and stayed involved throughout the entire project. The client was most impressed with the vendor's communication and execution.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of Skyline Building Care
Describe what your company does in a single sentence.
Skyline Building Care provides commercial janitorial services.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire SalesRoads to accomplish?
Create face to face appointments for our sales team
SOLUTION
How did you find SalesRoads?
Referral
Why did you select SalesRoads over others?
High ratings, Great culture fit, Referred to me
What was the size of SalesRoads’s team?
2-5 Employees
What was your primary form of communication with SalesRoads?
Virtual Meeting
Describe the scope of work in detail. Please include a summary of key deliverables.
SalesRoads was hired by Skyline Building Care to create sales appointments for our sales team. They created multiple face to face appointments with B2B prospects to offer a free quotation to offer our commercial janitorial services.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Appointments
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The CEO David was involved at the beginning and stayed involved throughout the entire project. David brought in various team members to set up and execute the project.
What did you find most impressive or unique about this company?
I was impressed with SalesRoad's communication and execution.
Are there any areas for improvement or something {provider_name} could have done differently?
I was happy with the outcomes!
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
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