Client Overview
OnPlan is a modular financial platform that empowers businesses to perform budgeting, forecasting, KPI tracking, dashboarding, benchmarking, and more. The platform enables better visibility, greater transparency with teams, and more effective benchmarking.
Challenges
- Generate qualified leads within SaaS, Manufacturing, Business Services, and Non-profit industries to grow OnPlan’s pipeline;
- Schedule appointments with appropriate decision-makers in the US and UK;
- Utilize email and LinkedIn for content strategy;
- Achieve 15 appointments per month.
SalesAR’s Approach
The research team aimed to find at least 1,000 ICP-compliant contacts, while the outreach team managed all communication using targeted templates, comprehensive content strategy, and case studies.
Responsible team
The Solution
SalesAR’s research team successfully identified ICP-compliant contacts and created a comprehensive database, allowing the outreach team to engage potential clients with tailored content efficiently.
How We Did It
The research team met its target within the first two weeks of the campaign launch. The outreach efforts exceeded expectations, scheduling 5 appointments in the first week and an additional 2 by the end of the month. The SaaS industry was the most successful, with an impressive total conversion rate.
Results
| 3,000 Contacts Reached out |
16 Appointment Booked |
20% Close Rate |
SalesAR’s focused approach resulted in an impressive number of appointments, demonstrating their ability to generate valuable leads and engage potential clients effectively.
Conclusion
SalesAR’s performance in generating appointments and leads for OnPlan showcases its expertise in crafting targeted content strategies and engaging with potential clients efficiently. As a result, OnPlan found a reliable and effective partner in SalesAR, highlighting the potential for even greater success in future collaborations.
