Client: |
Health Savings Account (HSA) |
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Industry: |
Healthcare |
Calling Campaign: |
Multiple Campaigns |
The client needed a solution to reach out to insurance brokers and HR teams of large employers but did not have the advantage of an inside sales team.
Health Equity developed a strategy to build an inside sales team. However, before hiring full time employees they wanted to ensure they could prove the model to be worth the internal investment.
The goals of the campaign included:
B2B Appointment Setting was hired, along with a second vendor to test and determine which of the two companies could more successfully produce a large number of highly qualified leads. For B2B Appointment Setting, this turned out to be a 2 year campaign.
As is the standard practice at B2B Appointment Setting, we assigned a Project Manager and mature, experienced agents to the campaign.
Experience, in this head to head competition, proved to be a major differentiating factor when Health Equity compared the results of the two companies.
B2B Appointment Setting implemented its proven onboarding system for the client project, which included:
Hired 4 sales reps and 4 inbound sales reps.
Forecasting to grow to a much larger inside sales team within the next 18 months.
“The calling campaign was successful beyond all expectations. It was so successful that we modeled our new process after B2B Appointment Setting program. We moved this process in house because we need to tie the actual results to the brokers our sales reps reach and the sales they close as a result. If we did not bring this process in house, we would have certainly continued our engagement with B2B Appointment Setting. The entire experience and all the teams at B2B Appointment Setting were outstanding including the data team, project management, and of course, the callers.”
-Mike P., VP Inside Sales
B2B Appointment Setting specializes in complex calling campaigns. Thorough preparation, positivity, experience, consistency and tenacity are some of the ways B2B Appointment Setting agents continue to deliver outstanding value for clients of all sizes.
Contact B2B Appointment Setting 602-943-7111 or at B2bappointmentsetting.comfor more information and to learn how we can deliver results to meet your business objectives.