TaskDrive

BACKGROUND

Please describe your company and your position there.

The company at which I work sells digital advertising to law firms. I am responsible for outbound outreach in our sales department. The leads I contact come directly from TaskDrive's endevours.

OPPORTUNITY / CHALLENGE

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

We hired TaskDrive to obtain information on potential leads for sales development in our agency.

SOLUTION

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

They have a fantastic reputation and have proven to be a credible resource for our agency.

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

I send a request regarding the information I need from TaskDrive and the results I expect to yield. The team makes sure to specify any details before they begin to research. I am given an expected end date for the project, which has always been met.

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

I work with someone on the operations team.

RESULTS & FEEDBACK

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

Every lead list I have received has been accurate and delivered quickly. I know I can count on TaskDrive to fill in the gaps when I need more leads.

Describe their project management style, including communication tools and timeliness.

Meetings are easy to schedule, even on short notice. TaskDrive employees come to meetings with an agenda and use the time carefully. Communication is clear and direct via zoom video, phone call, and email. As for leads, I receive an updated list once weekly.

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

Their operations team is incredibly kind and helpful. They care about their clients genuinely.

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

I am more than happy with the work completed at TaskDrive.

BACKGROUND

Introduce your business and what you do there.

I’m an authorized representative at Capitol Enquiry, a reference product company for people looking to engage with state and local government at the city and county levels.

If people want to contact someone who represents them in government, they may go online and find information about them. While they make a form or a generic email address public, they don’t publish their full staff rosters and contact information because they’d get inundated with messages.

Our company has put together books and a web application that keeps the contact information database for people who do this kind of work professionally.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with TaskDrive?

We needed help with IT support and data appending.

SOLUTION

What was the scope of their involvement?

We initially hired TaskDrive to help with some tech support issues for some of our customers. Then, we expanded into data appending on contact lists for prospective customers. Now, they provide level-one tech support on a web app SaaS product. TaskDrive interfaces with the customer before we escalate issues to more senior team members within the company.

From a data appending perspective, we provide them incomplete lists. They have generic information from the internet, like our target customers. We need that information appended much more accurately so people can be reached.

What is the team composition?

At this point, we work with about eight people on their side. It’s about six on IT support and two on data appending.

How did you come to work with TaskDrive?

A business partner of another venture referred them to me. He recommended giving them a try.

How much have you invested with them?

We’ve spent $10,000.

What is the status of this engagement?

We started working together in June 2021, and our relationship is ongoing.

RESULTS & FEEDBACK

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

During the onboarding process, we recorded different sessions with them and walked them through the processes. We didn’t have a structured support system before, and it’s gotten better since they’ve been involved.

Also, they handled 75% of our level-one tech support issues within the first week. On the data appending side, we had a 56% open rate on the first email we sent with their data, which showed how accurate was their email information.

How did TaskDrive perform from a project management standpoint?

They’re professional, competent, and exceptionally well organized. Things don’t fall through the cracks. We use Zendesk for all of our support and phone calls. They’re integrated into that, and we work together on a month-to-month basis.

What did you find most impressive about them?

They’re organized, professional, and timely. They’ve moved us ahead in ways we didn’t expect. They train multiple agents in case somebody isn’t available. Also, they keep their own training information to do a better job of training their own people.

Moreover, TaskDrives is always looking for metrics to improve upon. The team focuses on things outside our wheelhouse and comes to us with recommendations. Overall, they’ve been a stellar partner and having a partner like them only makes our organization better.

Are there any areas they could improve?

They’ve been great for what we need. I wouldn’t want them to improve what they’re doing.

Do you have any advice for potential customers?

Although we’ve had limited scopes, I know they offer a wide array of services. Overall, they’ve been great for our use cases, and I highly recommend them for that.

BACKGROUND

Please describe your company and your position there.

I'm the director of client relations at a digital PR and marketing agency. We specialize in boosting visibility, traffic, and revenue for B2B tech companies.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire TaskDrive?

We wanted TaskDrive's assistance in finding contacts that fit highly specific customer profiles in order to run more effective marketing and advertising campaigns.

SOLUTION

How did you select this vendor?

TaskDrive came highly recommended by someone in my professional network who'd used them for years. Her recommendation was so strong, we didn't think about anyone else for our projects.

Describe the scope of their work in detail.

I started using TaskDrive for lead generation with one of my clients. They were so dedicated to my and my client's success, that I began introducing the idea of TaskDrive to my other clients for both lead generation and sales development services.

What was the team composition?

I had several points of contact to ensure high quality work, but a majority of my interactions have been with my lead researcher.

RESULTS & FEEDBACK

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

We've seen a great response all around, but one highlight was when TaskDrive leads helped one client close nearly 100 business deals in 2 months.

How effective was the workflow between your team and theirs?

Though I have an impossibly busy schedule, my contacts at TaskDrive never fail to offer touchpoint meetings. I receive at least 1 email update each week. They also ask for feedback on the quality of their work at least once per week to ensure a top tier experience.

What did you find most impressive about this company?

Their dedication to learning about each of my clients is extremely impressive. They do not want to do a mediocre job, TaskDrive strives for excellence. They are constantly checking in for opportunities for improvement or feedback. Beyond the work they do, they also care how my clients' businesses are performing overall.

Is there any area for improvement or anything that could have been done differently?

Not at this time.

BACKGROUND

Please describe your company and your position there.

I am a director at a company that created the first modern all-in-one coaching platform.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire TaskDrive?

We needed a team of people to clean our CRM data, enrich the data and find new leads.

SOLUTION

How did you select this vendor?

We talked with 5+ similar companies, and none were as professional and transparent as this one.

Describe the scope of their work in detail.

They have been: - Cleaning our CRM data - Enriching our CRM data - Generating new leads (with rich data, not just a basic info)

What was the team composition?

They have a team leader and several researchers.

RESULTS & FEEDBACK

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

We've seen a 20% increase in sales through the leads they generated for us.

How effective was the workflow between your team and theirs?

Everything has been done inside one tool (upcoach.com) - all the communication, document management, project management...

What did you find most impressive about this company?

We're impressed with their commitment to maintaining the quality of the data.

Is there any area for improvement or anything that could have been done differently?

No, not for now.

BACKGROUND

Please describe your company and your position there.

Sales leadership at a company that provides employee benefits solutions for Open Enrollment and beyond. Our portfolio of industry-leading benefits technology platforms and administrative services streamlines the entire benefits administration process for benefit consultants and HR.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire TaskDrive?

Outsourced Sales Development Representatives/Appointment Setting Services

SOLUTION

How did you select this vendor?

We were referred to TaskDrive and compared them against several of their peer providers prior to making our selection.

Describe the scope of their work in detail.

Multi-Channel SDR Outreach with the objective of setting appointments to drive new opportunities into our pipeline.

What was the team composition?

Our Project Manager, Success Manager and SDR have been a pleasure to work with.

RESULTS & FEEDBACK

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

TaskDrive has demonstrated a consistent lead conversation ratio and is a steady source of qualified discovery calls for our sales team.

How effective was the workflow between your team and theirs?

Very - through open communication and the TaskDrive client portal, their team and ours stay in constant alignment.

What did you find most impressive about this company?

Their ability to amplify our sales messaging was very impressive. They tell our story while integrating with our CRM and business processes so seamlessly as an external resource.

Is there any area for improvement or anything that could have been done differently?

Additional depth to their lead generation resources would have been helpful in targeting individuals within our addressable market.

BACKGROUND

Please describe your company and your position there.

I'm the CEO of a software house. We create software to help software developers enhance their output.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire TaskDrive?

We wanted both lead research to discover people who might be interested in hearing out our product, and the sales development to reach out to them.

SOLUTION

How did you select this vendor?

Suggested by a contact.

Describe the scope of their work in detail.

They did a good investigation of our sector, and what our requirements were. They produced a plan, and were happy to evolve it as the situation changed.

What was the team composition?

I worked with one client contact, and a couple of SDRs.

RESULTS & FEEDBACK

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

We got quite a few leads, and discussions that came from that. We were very happy with the results.

How effective was the workflow between your team and theirs?

It was very effective, they were responsive and flexible.

What did you find most impressive about this company?

Their ability to adapt to the situation was excellent, and they provided a good focus on results.

Is there any area for improvement or anything that could have been done differently?

No.

BACKGROUND

Please describe your company and your position there.

I run a SaaS company in the online tourism space.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire TaskDrive?

We hired TaskDrive to research contact details for people at target companies we provided in a list.

SOLUTION

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

I looked at subscribing to companies that warehouse contact details, but found the costs quite high. TaskDrive had easy to understand pricing and no ongoing subscription to worry about.

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

We provided a list of target companies and TaskDrive researched them and added contact details for our sales team.

Describe the recruitment process in detail.

I worked with Daniel and he was great. He helped me understand their process and the pricing.

RESULTS & FEEDBACK

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

We've had some great conversations with target companies using the data supplied by TaskDrive.

How effective was the workflow between your team and theirs?

The research team has excellent communication and were constantly looking for feedback to improve their research.

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

They were the real people helping us, and it showed through their work.

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

Nothing to add here.