Upcall

BACKGROUND

Please describe your company and position.

I am the Benefit Advisor of Employee Health Advantage

Describe what your company does in a single sentence.

We are group medical insurance wholesalers with cutting edge products that are built on 4 decades of experience.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Upcall to accomplish?

• Connect with businesses to set up appointments so we can demo our products
• Find out when the business renews their benefits for a future follow up

SOLUTION

How did you find Upcall?

Online Search

Why did you select Upcall over others?

Visibility of Calls

Describe the scope of work in detail. Please include a summary of key deliverables.

UpCall was hired to make calls to cold leads and introduce our insurance products and offer a demonstration to businesses 10-500 employee size in the mid-Atlantic region. Our goals were to run a test campaign of UpCall's platform and connect with 2-4% of our lead list. Along with meeting our connection metrics, we were primarily interested in the platforms visibility and agent professionalism.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our test campaign is still under way but our success has already been achieved. UpCall has checked all our boxes. Complete visibility to each call, agent professionalism and sales metrics achieved. After 1000 calls they have scheduled 2 appointments and over 30 follow up leads.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Lisa is our PM. She is very responsive and quickly enacts suggested tweaks, I listened to our script and suggested a change. Within minutes the team was utilizing the new script. This is the way business should be conducted. Kudos to Lisa and UpCall for building a better service model.

What was your primary form of communication with Upcall?

Virtual Meeting

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

Complete visibility of each call. I've hired their competitors and didn't have much success meeting our sales metrics. Without this key insight how can you make changes that impact success? I couldn't until now.

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

Realizing the call agents are not specialist in every field we cannot expect them to know our industry as well as we do. This lack of experience can be a contributing factor for limited success. Additional attention to product knowledge training and commitment of understanding prior to launch may benefit new campaigns.

BACKGROUND

Please describe your company and position.

I am the Partnership Director of a sports company 

Describe what your company does in a single sentence.

We sell low-maintenance Gates Carbon Drive equipped bicycles.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Upcall to accomplish?

• Generate high quality leads for fleet bicycle sales.

SOLUTION

How did you find Upcall?

Referral

Why did you select Upcall over others?

Referred to me

Describe the scope of work in detail. Please include a summary of key deliverables.

Upcall called a list of leads to generate follow ups in the form of meetings and emails to connect us with potential customers that are interested in our bicycles.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Leads generated, meetings set up, sales made.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They delivered items on time and were very responsive to our needs.

What was your primary form of communication with Upcall?

• Virtual Meeting
• Email or Messaging App

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

The quality of their callers.

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

In rare cases some callers created follow ups/leads that were not appropriate for follow up or good customers for us. But this was very rare.

BACKGROUND

Please describe your company and position.

I am the President of a tee time marketplace

Describe what your company does in a single sentence.

We're a tee time marketplace

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Upcall to accomplish?

• Generate Leads

SOLUTION

How did you find Upcall?

Referral

Why did you select Upcall over others?

• High ratings
• Pricing fit our budget
• Referred to me

Describe the scope of work in detail. Please include a summary of key deliverables.

Upcall was brought on to call courses and generate leads for our marketplace products

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Lead conversion

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Upcall was always on time, response is great. Lisa is great to work with

What was your primary form of communication with Upcall?

• Virtual Meeting
• Email or Messaging App

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

They are professional, take feedback well, and generate results.

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

None thus far

BACKGROUND

Please describe your company and position.

I am the Inside Sales of a healthcare company

Describe what your company does in a single sentence.

We provide recyclable privacy curtains and a patented track system to aide hospital infection prevention and environmental services departments

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Upcall to accomplish?

• Schedule virtual product demo with DM

SOLUTION

How did you find Upcall?

Email marketing

Why did you select Upcall over others?

Good value for cost

How many teammates from Upcall were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

800 individual leads were provided to be called up to 10 times, no more than once a day

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• 58 scheduled product demos + 52 leads requested more information via email

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We're very responsive via email and were quick to respond to any changes we wanted to make

What was your primary form of communication with Upcall?

Email or Messaging App

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

Their easy to use platform and we found the ability to listen back to calls extremely useful.

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

No noted areas of improvement needed

BACKGROUND

Please describe your company and position.

I am the VP of Life is Tech

Describe what your company does in a single sentence.

Creates industry-leading computer science curriculum for K-12

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Upcall to accomplish?

• Set sales appointment with decision makers at school districts and nonpublic schools across the country

SOLUTION

How did you find Upcall?

Online Search

Why did you select Upcall over others?

Good value for cost

What was the size of Upcall’s team?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Upcall helped build and maintain outbound calling campaigns in all 50 states to key decision makers in the public and nonpublic K-12 education sector. The main goal of campaigns is to set appointments for our sales team.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Set Appointments
• Appointments that turn into closed won business

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Upcall team is incredibly hardworking and very responsive to all requests and needs. The respond to emails almost immediately and implement needed changes with incredibly quick turnaround times.

What was your primary form of communication with Upcall?

• Virtual Meeting
• Email
• Messaging App

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

They act as a true extension of our team!

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

None. 

BACKGROUND

Please describe your company and your position there.

Real estate tech marketing company. Director of Sales and Marketing

OPPORTUNITY / CHALLENGE

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

We hired Upcall to set zoom appointments from a cold prospect list.

SOLUTION

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

Cost, scalability, results and communication.

Describe the project in detail and walk through their service package, including any calling tools used.

It's pretty simple - cost depends on # of dials and # of contacts to call. And for our campaign we've had a positive ROI since day one. I get access to their CRM which allows me to make changes to the script and track the process of each campaign.

Who did you work with and what was the feedback process like?

Lisa is a pleasure to work with. She's extremely fast in her responses.

RESULTS & FEEDBACK

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

Positive ROI Quick to implement changes to the script or process.

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

Daily email updates on call campaign. Quick and ongoing email communication as needed.

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

I appreciate their ability to implement changes quickly and provide consistent results.

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

Any areas of improvement were specific changes/ enhancements to our campaigns - they are happy and willing to do what it takes to make the campaign a success.

BACKGROUND

Please describe your company and your position there.

We are a startup

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Upcall?

We were looking for an outsourced SDR service

What were your goals for this project?

Generate leads through outbound cold calling

SOLUTION

How did you select this vendor?

I came across them on the YC network

Describe the project in detail.

Upcall made calls on our behalf to generate leads

What was the team composition?

N/A

RESULTS & FEEDBACK

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

We worked with them for a year

How effective was the workflow between your team and theirs?

Great experience with Upcall.

What did you find most impressive about this company?

Their platform is innovative and intuitive. Problems and concerns were resolved quickly and accurately. Great callers.

Are there any areas for improvement?

None. Our sales process has taken a more internal approach which is why we're not working with Upcall anymore.

BACKGROUND

Please describe your company and your position there.

We are a consumer app that allows people to buy restaurant food at a discount right before closing time.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Upcall?

We needed a telemarketing service to call local restaurants and ask them a set of questions.

What were your goals for this project?

We wanted to identify key decision makers at each restaurant and collect data using surveys.

SOLUTION

How did you select this vendor?

Upcall stood out with their professionalism and technology, including their API. We were impressed by their modern website design, as well as their competitive pricing.

Describe the project in detail.

They called 2,500 restaurants and asked three questions each. They also retrieved the names and emails of each restaurant's decision maker.

What was the team composition?

We worked with a sales manager who ran the campaign.

RESULTS & FEEDBACK

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

We enjoyed an exceptional return on investment.

How effective was the workflow between your team and theirs?

They always responded to us within minutes, and we worked closely with them to convert leads into data.

What did you find most impressive about this company?

Their vendor dashboard proved effective.

Are there any areas for improvement?

The only way they could be better is if they made calls at night.