SeeResponse

BACKGROUND

Please describe your company and your position there.

A wealth and estate platform that enables financial advisors to build deeper relationships with their clients and empowers clients to develop and protect their legacy. From robust and easy-to-understand visualizations of complex estates, detailed diagrams of how assets transfer to future generations, to ongoing estate monitoring, we are reinventing the estate planning experience, end-to-end.

OPPORTUNITY / CHALLENGE

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

We wanted a systematic approach to email marketing and was looking for guidance and insights on how to build/scale that.

SOLUTION

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

A high level of expertise and advising services were a must. Another important factor includes referral recommendations.

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

First, we wanted to. establish what are the possibilities in scaling our emailing marketing efforts and better understand the inefficiencies in our current email marketing efforts. Then, from there we can build on top of what we have and streamline our approach to make it more effective and efficient.

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

Two, both co-founders at SeeResponse.

RESULTS & FEEDBACK

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

During the few months we've worked with SeeResponse we were able to scale our email send from a few hundred per month to a few thousand per month without triggering any email spam filters.

How effective was the workflow between your team and theirs?

Between both teams, it was highly effective. Communications were great and the service from SeeResponse was always prompt.

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

They're a small team but highly effective in what they did. Prompt communication was a plus too.

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

More time could be spent discussing ideal customer profiles in the beginning but overall we still experienced good results.

BACKGROUND

Please describe your company and your position there.

I am the Co-Founder and CMO of Glew - An Exclusive Marketplace for Brands & Creators. I am in charge of all of the day to day operations with marketing, management, and business development

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SeeResponse?

We were struggling to run our own Email Campaigns and when we first found SeeResponse it was an instant hit. Sheena and Mukesh are so intelligent, work on their feet so fast, and are so thorough and everything they do not only at SeeResponse but with any and every marketing solution I've came to them with.

We hired them to run our Email Campaigns, find prospective new clients, and create these marketing funnels for us.

SOLUTION

How did you select SeeResponse and what were the deciding factors?

They are absolutely amazing at what they do. We haven't had a single problem and are so so so satisfied with our results thus far!

Describe the project in detail and walk through the stages of the project.

I created a marketing campaign for email, wrote out the copy, sent it to SeeResponse, we did a bunch of back and forth as they helped me better the script, then SeeResponse found me a list of thousands of prospective clients and we broke it down so we send our 5 step email drip campaign out to 1000 clients a week.

They helped me set up and manage a new email, they helped me set up a Calendly, and we have been getting demo call interest after demo call interest. It's a great funnel.

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

Sheena is my main point of contact (a Co-Founder) and Mukesh is my other point of contact (another Co-Founder)

RESULTS & FEEDBACK

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

Every week I get an update on how the campaigns are doing with numbers, percentages, stats, etc. We have already gotten 50 new clients for our App + WebPlatform in the past week!

How effective was the workflow between your team and theirs?

Amazing, top tier. They respond within minutes any and every time.

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

Their ability to execute such amazing tasks without any traffic and confusion and delays have been impressive.

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

I have none, and if I had any I could just go directly to them and present these issues. They're so nice and friendly and a great help to our team!

BACKGROUND

Please describe your company and your position there.

I lead marketing and communications at SCALE Physician Group, a healthcare management services company.

Our mission to help physicians achieve success in a challenging marketplace. SCALE’s team of healthcare professionals pair unrivaled business management expertise with comprehensive clinical specialty knowledge to provide tailored solutions that help physician groups grow and thrive.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SeeResponse?

We did not have any video content and wanted to create an explainer video to live on the homepage of our website. We hired SeeResponse as we do not have internal resources to complete this project.

What were your goals for this project?

The goal of the video was to build brand awareness and trust in the brand as well as to improve our SEO. We were looking to perfect our elevator pitch and produce a beautiful video that would quickly explain SCALE's value proposition.

SOLUTION

How did you select SeeResponse?

We had engaged SeeResponse on a number of initiatives and were always pleased with the level of their work and professionalism. Mukesh is a pleasure to work with; very calm and reassuring and always prepared with tangible solutions for our challenges.

When he told me they offered video production I immediately included them as one of the vendors I was considering. We ultimately chose SeeResponse because they guaranteed a quick turnaround, were very transparent with how the process would work, and their price was very competitive.

I knew from my experience working with Mukesh that the visuals would be sophisticated and consistent with our branding.

Describe the video(s) and the process in detail.

The process was very collaborative. We first started by identifying the challenges SCALE's clients face. From there we worked together to build, edit, and refine a script. We then went through the storyboard process and refined the script even further.

I saw a first round of the video animation and we made some edits to the styling and graphics. Mukesh provided me with three VO options as well as background music options and I made a selection from each in the first round. It only took 2-3 rounds of edits before the video was in a place I was very proud of.

It was such a seamless and painless experience. I felt like they took my direction very well and also pushed back when they didn't agree, Mukesh kept the project moving at a steady pace and we were thrilled with the final product.

What was your vendors' project management or feedback process?

I worked directly with Mukesh and he managed the team on his end. We were back and forth pretty consistently over the course of 4 weeks, but it never felt overwhelming or that the project was going in the wrong direction. In total there were approximately 4 rounds before the final product.

RESULTS & FEEDBACK

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

The month we updated our website with our video, we saw the highest number of new users on the website. Our Co-Founders were thrilled with the product and have asked to start our next one with SeeResponse. We intend to produce many more videos with them.

How effective was the workflow between your team and theirs?

Extremely effective. We used Google docs for making revisions to the script and storyboard and Mukesh kept us on schedule through scheduling meetings through Zoom where he would share his screen and record our conversations to be able to reference when communicating to his team internally. He also used Trello for task management.

What did you find most impressive about this company?

Their quick turnaround and balanced collaboration.

Are there any areas for improvement?

Nope.

BACKGROUND

Please describe your company and your position there.

We do software implementations for larger enterprise accounts. I lead sales to get meetings with key financial department contacts.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SeeResponse?

We are a small company with no brand recognition and no support staff. We needed help finding leads at target accounts and to put together and manage lead generation campaigns to get meetings booked.

What were your goals for this project?

Increase our contact database with validated leads and launch email campaigns with active tracking and monitoring. Ultimate goal to generate new prospect meetings leading to increased sales.

SOLUTION

How did you select this vendor?

I was familiar with the work SeeResponse has done at other companies and knew it was what I needed. It was much less expensive to outsource this work than to hire additional internal resources.

Describe the scope of their work in detail.

We provided a list of target companies and job titles and SeeResponse found the contacts we needed. These were feed into multiple email campaigns that were closely monitored and nurtured by SeeResponse. Once we got going our staff was only needed when a response we received and then our sales team could engage.

What was the team composition?

Project manager, account manager, multiple lead generation resources.

RESULTS & FEEDBACK

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

Many leads have been generated, unfortunately we had to pause the campaign during the pandemic shutdown but look forward to starting again soon.

How effective was the workflow between your team and theirs?

No issues communicating with our main contact.

What did you find most impressive about this company?

Most companies just offer the lead generation services or provide tools for marketing automation. SeeResponse actually does the hard and busy work needed to create and send the emails and monitor the results. It's a very unique service.

Are there any areas for improvement?

Getting started took awhile, but that was mostly our fault to clearly define target companies and personas. We will be better prepared next time and they should be prepared to help new clients understand what is needed.

BACKGROUND

Please describe your company and your position there.

Education technology company supporting K-12 schools in the U.S. Vice President of Sales

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SeeResponse?

We have a small team and needed help launching and administering multi-stage email marketing campaigns. We asked see response to build a custom list of contacts and to manage the marketing campaign and responses.

What were your goals for this project?

Our goals were to promote our product to potential buyers and to add new opportunities to our pipeline. We also needed to reduce the time our team spent managing these campaigns on our own so that they could focus on moving opportunities down the funnel and closing business.

SOLUTION

How did you select this vendor?

We chose this vendor based on past experience working with the business owners. We considered several companies and chose this team due to their experience working with SaaS companies and our prior relationship with them.

Describe the scope of their work in detail.

1. Setup of multi-stage email campaigns
2. Consulting on best practices and messaging to drive a better response
3. Custom contact list building -Setup of eMarketing software
4. A/B testing
5. Inbox management

What was the team composition?

We spoke directly with the 2 founders and there were several employees who helped build our list and setup the campaigns. We had plenty of support the entire time and weekly calls kept the project moving.

RESULTS & FEEDBACK

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

We were able to build a list of verified contacts with minimal bounces. Bounces were replaced with new contacts. The email marketing campaign resulted in new deals in our pipeline.

How effective was the workflow between your team and theirs?

The workflow worked very well and communication was frequent and clear.

What did you find most impressive about this company?

The knowledge of the team impressed us. As well as the responsiveness to changes and adjustments made as we continued to learn about our target market and messaging.

Are there any areas for improvement?

Not at this time.

BACKGROUND

Please describe your company and your position there.

Ximplifi specializes in helping small to medium sized businesses simplify accounting through selection and implementation of accounting systems, outsourced accounting services and CFO advisory. I am the founder and CXO of the company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SeeResponse?

I hired SeeResponse to help me develop a digital marketing strategy for my company.

What were your goals for this project?

I wanted to develop a digital marketing strategy to increase sales that was as automated as possible with effective tools.

SOLUTION

How did you select this vendor?

I am a partner of Sage Intacct who has a list of preferred vendors for different types of marketing activities. SeeResponse is on the list. After contacting the company and exploring the different services they offered, I decided they were a good fit for my company.

Describe the scope of their work in detail.

SeeResponse helped my company successfully implement Hubspot, prospect the right target clients, and create well designed landing pages for webinars and target markets. They have also helped me automate website form submissions and create effective email campaigns to our prospects.

What was the team composition?

I work closely with two different consultants. They have been my primary points of contact and have been very responsive to all of my needs. They have also worked with others on my team.

RESULTS & FEEDBACK

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

Since beginning our work with SeeResponse, our processes are much more automated and easily tracked. We have also increased sales significantly and have several leads contacting us per week.

How effective was the workflow between your team and theirs?

Both consultants we worked with have been very responsive and timely with all projects we have tasked them with. They have also been very helpful and offered great feedback and suggestions to our team.

What did you find most impressive about this company?

I have been very impressed by this company overall. They are very knowledgeable about marketing strategy and took the time to really understand my industry and needs to help me successfully achieve my goals.

Are there any areas for improvement?

We are still currently working with this company and are very happy.

BACKGROUND

Introduce your business and what you do there.

I’m the COO of a cybersecurity company. We developed an innovative platform to secure enterprise data.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SeeResponse?

We wanted to identify points of contact for potential channel distribution partners.

SOLUTION

What was the scope of their involvement?

We provided a list of companies that we hoped to contact. SeeResponse created a list with points of contact according to our specific criteria such as officer titles, roles, and responsibilities for each of the companies that we identified.

What is the team composition?

We had a primary point of contact who farmed responsibilities to her team, so I don’t know how many people from SeeResponse have worked on our account over the course of our numerous engagements.

How did you come to work with SeeResponse?

SeeResponse reached out to us on LinkedIn. Their team was persistent, but not pushy or aggressive. They continued to offer their services in the event that we needed them. It happened to be that over the course of months, we found a need and attained their services. They're good, so we've retained them on a couple of occasions.

How much have you invested with them?

We spent less than $5,000 with them thus far. I don’t anticipate spending more than a couple thousand dollars a year at most.

What is the status of this engagement?

We began our engagement in October 2018 and continue to work together as needed.

RESULTS & FEEDBACK

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

They found the right contacts at our potential clients efficiently. Their team was helpful in identifying specific individuals to whom we can reach. In terms of the impact on our business, they made the sales process more direct and efficient for our sales development team.

How did SeeResponse perform from a project management standpoint?

We used an Excel spreadsheet for our list of companies. Then, they sent an updated list with contacts. They communicated clearly and efficiently. The project manager always responded quickly with updates when we had questions about the project. They delivered on schedule and hit their targets.

What did you find most impressive about them?

The consistency of the relationship stands out. Since the beginning, we’ve had the same point of contact. When we reach out to SeeResponse, we know who will respond and she’s always great. In the service industry, there’s a lot of churn, so it’s nice to have one point of contact that we know.

Are there any areas they could improve?

I don’t think there’s anything that they need to improve. Frankly, we’ve been happy with their service. On occasion, there are small issues with the data but we point them out and their team corrects them quickly.

Do you have any advice for potential customers?

Communication is crucial. SeeResponse will provide exactly what’s asked of them. If you’re looking for a specific type of information, let them know exactly what you want because they will work hard to give you what you requested.

BACKGROUND

Please describe your company and your position there.

I am the Sales Engagement Specialist at Curacubby, a software company that serves early childhood learning centers and private schools.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SeeResponse?

We hired SeeResponse to help us generate leads. Due to the nature of our product, we are not yet in a position to serve the entire market. This meant that I had to present SeeResponse with a complex list of suppression requirements.

What were your goals for this project?

We currently require SeeResponse to deliver at least 500 viable leads per week, and that number is rising fast as our sales team grows.

SOLUTION

How did you select this vendor?

It was our CEO who selected SeeResponse, and to be honest, I am not certain how he connected with them. I do know we had been very disappointed with the other vendors we had tried. We had resorted to doing lead generation entirely in-house, and it was proving to be an unsustainable solution.

Describe the project in detail.

This project was quite straightforward. We delivered the suppression lists to SeeResponse, and they delivered a stream of viable leads.

What was the team composition?

We are a very small company. I am responsible for lead generation with the oversight of our CEO, and I am supported by a part-time intern.

RESULTS & FEEDBACK

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

The first batch of leads we received was not quite what we wanted. It included several contacts at many of the unique schools, and as we mostly do cold calls by phone at this stage, we require fewer contacts at a greater number of unique schools.

There were also a number of schools that were not a good fit for us at this time. I was able to work with Sheena, my contact at SeeResponse, to refine our suppression list and requirements, and the second batch of leads was infinitely better!

How effective was the workflow between your team and theirs?

The workflow with SeeResponse is effortless. We place our batch orders, they deliver. If the results need refinement, negotiations are friendly and effective.

What did you find most impressive about this company?

I find SeeResponse's flexibility and willingness to adapt remarkable. I don't know exactly what combination of tech and human wizardry they are using to find leads, but I do know that the results are impressive.

Are there any areas for improvement?

Our process is to order large batches - say two or three thousand leads - and have them delivered piecemeal over the course of a few weeks. Sometimes the weekly delivery doesn't hit the 500 we want, but SeeResponse always delivers the complete batch (with a few extra to account for closed schools, etc.) by the final due date.

UPDATED REVIEW

This review was updated by Steven Khuong (CEO, Curacubby) on July 23, 2020. The original star ratings were: Overall - 4.5, Quality - 4, Schedule - 5, Cost - 4, NPS - 5. New content is below:

BACKGROUND

Please describe your company and your position there.

I'm the CEO of Curacubby, an integrated payments and workflow platform for schools of all sizes.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SeeResponse?

Our sales team needed quality market research for prospecting and GTM execution. We hired SeeResponse to help with these efforts.

What were your goals for this project?

To identify key targets based on our GTM initiatives.

SOLUTION

How did you select this vendor?

We choose SeeResponse based on quality, speed of delivery, and cost to ROI value.

Describe the project in detail.

SeeResponse was tasked with generating target audiences across segments and delivery those to our sales and marketing team.

What was the team composition?

SeeResponse provided the research team comprised of 5-10 people depending on the market segment target for the week.

RESULTS & FEEDBACK

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

SeeResponse was able to provide target leads on time and a very minimal rate of error.

How effective was the workflow between your team and theirs?

We meet with the SeeResponse team on a weekly basis. Sheena was a great listener and accommodated our fluctuating needs.

What did you find most impressive about this company?

SeeResponse had a very expeditious response rate. Emails were always returned within hours or minutes.

Are there any areas for improvement?

One small area of improvement would be a double-checking of duplicates across various segmentations.

BACKGROUND

Introduce your business and what you do there.

We’re a media company, and I'm in charge of marketing.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SeeResponse?

Our team was looking for trainers with a specific set of skills that may benefit from our product. They’re helping us find these leads.

SOLUTION

What was the scope of their involvement?

They helped us with marketing and sales. We provided them with an idea of our ideal audience candidate. They scanned their list of existing contacts and reached out to those that aligned with our needs. The team also called other potential customers on our behalf to discuss our product. Once those people were interested, they were set up on a demo call for our product.  

What is the team composition?

I’m in contact with two people, but I’m sure there are others working in the background.

How did you come to work with SeeResponse?

They reached out to us and delivered their service pitch very effectively. Based on their ability to do that, we figured that they’re able to do their job well. After running a test case with them, they delivered the results we were looking for. That encouraged us to hire them.

How much have you invested with them?

We’ve spent between $5,000–$10,000 on their work.

What is the status of this engagement?

We started the collaboration in July 2019, and the work is ongoing.

RESULTS & FEEDBACK

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

After three months, we’ve received an increase in leads as a response to their efforts. We have a custom panel for them to book demos directly with our sales reps, and that system has worked well.

The quality of the leads has improved over the course of the engagement, too. Initially, we had to do some poking and prodding to get things right. However, after some early feedback, they were able to make adjustments on the fly and conquer that learning curve.  

How did SeeResponse perform from a project management standpoint?

They’re always very responsive, which has been helpful in our efforts to integrate them into our workflow. They were very communicative, providing us a Trello board containing status updates, feedback, and tasks. We’re doing things with them that they haven’t done before, but it’s still easy to manage because of this system. 

What did you find most impressive about them?

Their willingness to try new things has really helped us out. We offer different services than they’re used to, and they were willing to give it a shot. They’ve been working hard to make the engagement a win-win situation for us both.

Are there any areas they could improve?

We have an upcoming meeting with them where we’ll discuss how to ramp up even more. Our team wants to increase our volume with them.

Do you have any advice for potential customers?

Do a trial run with them and let the results speak for themselves.

BACKGROUND

Please describe your company and your position there.

I lead ABM efforts at VWO, world's leading Experience Optimization suite.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SeeResponse?

We were looking to build an ABM & Outbound Marketing machinery from scratch. A sturdy research framework was crucial for success of this high-visibility project. After vetting 7 vendors, we went with SeeResponse.

What were your goals for this project?

• Build a sales & marketing battlesheet for our named accounts by uncovering intelligence around their Conversion Rate Optimization (CRO) function.
• Build an accurate data framework for our named accounts

SOLUTION

How did you select this vendor?

Seeresponse had delivered projects of similar nature for other products in affinity categories like Marketing Automation. We selected them after vetting 6 vendors.

Describe the scope of their work in detail.

They were tasked with:

• Primary and secondary research around each of our named accounts to build credible battlesheets for our sales and marketing function.
• Build exhaustive contact data repositories of all buying committee members in these accounts

What was the team composition?

I worked directly with Mukesh, the co-founder.

RESULTS & FEEDBACK

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

Because of accurate intelligence, our ABM pitches resonated with prospects and we were able to initiate conversations with 40% of our named accounts.

How effective was the workflow between your team and theirs?

Seamless. Mukhesh and I communicated almost everyday. They built a real time information sharing communication protocol that helped us stay agile.

What did you find most impressive about this company?

Their on-time delivery coupled with strategic smarts was impressive.

Are there any areas for improvement?

A little expensive but worth the dime :)