I would be interested in observing a tighter integration with our CRM. We’re copying and pasting a bit too much at present, which is not ideal for an operation of our size. Having direct API sync will make our life much easier. Review collected by and hosted on G2.com.

Every minute matters in investment banking. The manual prospecting and early-stage qualification were taking up too much of our time. Calling Agency has been like our 'outside sales' team. Giving the initial legwork to them, my senior bankers are now able to spend their time closing the deals rather than cold calling. It has really streamlined our ​‍​‌‍​‍‌process. Review collected by and hosted on G2.com.

Give​‍​‌‍​‍‌ them a detailed description of your target audience and the dialogue before going live. It is crucial to review the telephone recording time and again, as it helps to keep their team aligned with your ​‍​‌‍​‍‌goals. Review collected by and hosted on G2.com.

Our internal team wasted significant time on cold outreach and poor-quality leads. Keeping our pipeline full while managing existing merchants was a challenge. Our calling agency can help you with a high volume of calls and list building. The SDR team manages the first outreach and organizes qualified meetings. Now, our internal team can focus solely on closing deals or managing accounts. Review collected by and hosted on G2.com.

From day one, you must get very close to the agency. Always provide feedback. Make sure you regularly analyze their outreach statistics. Don't think of them as a vendor to setit and forget it. By putting in a small amount of effort at the beginning, they will build for your business a highly predictable pipeline building machine. Review collected by and hosted on G2.com.

Before collaborating with CallingAgency, our business dev team had a very spongey pipeline since about 70% of their days were spent doing cold outreach, list building. Our top-of-funnel outbound engine has completely run by CallingAgency. The process has also ensured a steady stream of high-quality appointments for us, enabling our closers to handle 50% more clients targeted in this niche on a weekly basis without low-qualified leads. Review collected by and hosted on G2.com.

You do not treat this as a completely hands-off, set-it-and-forget-it type of partnership. The key to success is keeping the feedback loop active, walking through call logs together, and being on each others throws from day 1. And if you put in that initial work, they will provide your business with a reliable and premium traffic-based revenue engine. Review collected by and hosted on G2.com.

Before working with them, all of our sales development efforts were completely manual, causing our team to spend nearly 60% of their weekly time on the tedious task of prospecting instead of closing deals. CallingAgency took full responsibility for our top-of-funnel outbound activities. As a result, we have ensured a reliable and predictable appointment stream each month with actual decision-makers, which has directly increased our overall deal closure rate by more than 40%. Review collected by and hosted on G2.com.

If you want to get maximum utility from your tool set, do not treat them like a partner who is eligible to be fired after one job. Engage in the first couple of weeks, whine about their call logs, and provide feedback frequently. This allows their team to change course quickly, while at the same time enabling you to get a fast, predictable, high-value sales pipeline. Review collected by and hosted on G2.com.

Having prospecting and client delivery all under one roof was stretching our in-house engineering and account management teams too thin, and with nothing consistently filling up our pipeline or keeping it predictable. The upper-funnel outbound campaigns are handled end-to-end by CallingAgency. Instead of trying to chase random customers down the route, our team receives 15-20 well qualified meetings per month with real decision makers so that closers can focus solely on closing. Review collected by and hosted on G2.com.

Do not consider them as suppliers with whom

you only need to work once. Success largely depends on maintaining close communication, providing continuous feedback, and refining your goal criteria from the outset. If you pursue this collaborative effort from day one, you will quickly be able to ensure a steady and predictable stream of high-value meetings. Review collected by and hosted on G2.com.

They have completely solved the pipeline problems at the top of our funnel. Previously, our internal team spent extra time manually prospecting and creating lists instead of closing deals, resulting in inconsistent results. By taking charge of cold calling and outbound campaigns, the calling agency has created a reliable source of revenue, which helps our deal closers focus solely on winning deals. Review collected by and hosted on G2.com.

Never work with them as a set-it-and-forget-it vendor. Be proactive, give continual feedback and maintain communication. Volume stayed constant month on month, and as they tightened the targeting, result quality continued to improve, providing us a predictable pipeline we had not previously. If you nail that collaborative piece upfront, they will give great value meetings consistently. Review collected by and hosted on G2.com.

They took on the entire top-of-funnel workstream to solve our pipeline inconsistency. Prior to working with them, our team was spending all of their time prospecting and not closing, which hindered our growth. Their management of our outbound calls and campaigns provided predictable revenue engine allowing our closers to focus strictly on converting deals. Review collected by and hosted on G2.com.

Do not treat them as a set-it-and-forget-it vendor when working with them. Be involved, give updates often, and communicate. You hold more volume than the month before, and as they tighten up the targeting/copy pure quality continued to climb giving us a dependable pipeline that we have never had. If you did that upfront collaboration, they will bring regular high-value meetings. Review collected by and hosted on G2.com.

They were responsible for certain costs due to our pipeline inconsistency. The entire top of the funnel workload is done by us. Our team was wasting precious time prospecting instead of closing deals, which limited us before they partnered up with us. They provided us with a reliable revenue engine that enabled our closers to concentrate only on closing rather than managing our outbound calling and campaigns. Review collected by and hosted on G2.com.

When working with them, don't think of them as a supplier who can be let go after giving them a job once. Stay active, provide regular feedback, and keep communication open. The amount of work was the same every month, and when they made the targets more specific, the quality of work continued to improve, which gave us a predictable workflow that we never had before. If you make that collaborative effort from the beginning, they will consistently reward you with high-value meetings. Review collected by and hosted on G2.com.

They have completely taken over all the work at the top of the funnel and eliminated the inconsistencies in our pipeline. Before partnering with them, our team spent a lot of time finding potential customers instead of closing deals, which limited our growth. By managing our outbound calling and campaigns, they have created a predictable revenue stream, which has helped our deal closers focus solely on deal conversion. Review collected by and hosted on G2.com.

If you're looking for a partner who isn't just a “set it and forget it” vendor, CallingAgency is the best choice. The catch is you have to keep them in the loop regularly. Give them consistent feedback from the start and work closely with them, they'll quickly learn your business language and start delivering results. Review collected by and hosted on G2.com.

The biggest obstacle in our sales pipeline was prospecting. Our sales reps were wasting half their day just finding leads, which left very little time to close deals. CallingAgency has taken over the entire outbound process cold calling, email, and LinkedIn outreach. They're providing us with quality leads, and as a result, our team can now focus solely on closing deals and building relationships. Review collected by and hosted on G2.com.