Strategic Sales & Marketing

OPPORTUNITY / CHALLENGE

Why does your firm need outbound services? Did you use to handle these needs in-house?

It helps with certain things that inbound services can not do.

How many outbound calls did your company handle every day?

We receive five to ten per day but it varies.

What challenge were you trying to address with the service provider?

We want to make more money and expand into different states.

SOLUTION

What was the scope of the service provider's involvement?

We wanted more customers and revenue from their lead generation efforts.

Could you describe the service provider's pricing structure and how they billed you?

They can bill us monthly or yearly.

How did you come to work with this service provider?

I found them on online research.

How would you assess the service provider's abilities to conduct outbound sales calls, generate new business, and handle customer issues?

They are quick to respond and fast at their work.

How much time and money does this service provider save you each month?

We save at best $23,000 per year.

RESULTS & FEEDBACK

What takeaways and measures of success can you share about working with this service provider?

Working with a lead generation company is the best way to grow your business without spending a lot of money on employees.

What are the service provider's strengths?

Their leadership and employees are a strength.

What areas can the service provider improve?

There is no improvement needed.

How long has your company been working with this service provider?

We started with them on March 2, 2000.

How much money do you spend annually with this service provider?

We spend $200,000 to $999,999 in most years.

OPPORTUNITY / CHALLENGE

Why does your firm need outbound services? Did you use to handle these needs in-house?

It is required and very effective to our business.

How many outbound calls did your company handle every day?

A very high percentage of outbound calls.

What challenge were you trying to address with the service provider?

To have a completely useful and very effective customer verification service.

SOLUTION

What was the scope of the service provider's involvement?

They perform professional marketing services for us.

Could you describe the service provider's pricing structure and how they billed you?

We are quite satisfied with it and it is a fair price.

How did you come to work with this service provider?

We found them through a financial advisor.

How would you assess the service provider's abilities to conduct outbound sales calls, generate new business, and handle customer issues?

The service is extremely efficient and provides us with good solutions.

How much time and money does this service provider save you each month?

Thousands of dollars.

RESULTS & FEEDBACK

What takeaways and measures of success can you share about working with this service provider?

It is a very efficient, productive, and an overall great service.

What are the service provider's strengths?

Efficiency and how economical the services are.

What areas can the service provider improve?

By giving deals to their clientele.

How long has your company been working with this service provider?

It's been ongoing since 2015.

How much money do you spend annually with this service provider?

$200,000 to $999,999.