Onplan

Impressive Results Lead Generation for Saas during the First Week of Working with the Financial Platform – 5 Appointments Scheduled

Industry Software Development
Headquarters Regions United States
Company size 51-200
Partnership Time Span 3 mos.

Client Overview

OnPlan is a modular financial platform that empowers companies to perform budgeting, forecasting, KPI tracking, dashboarding, benchmarking, and more. The platform enables better visibility, greater transparency with teams, and more effective benchmarking. Our company conducted lead generation for Saas to increase sales of OnPlan services.

Challenges

  1. Generate qualified B2B leads within SaaS, Manufacturing, Business Services, and Non-profit industries to expand the OnPlan sales funnel;
  2. Schedule appointments with appropriate decision-makers in the USA and UK during the lead generation for Saas;
  3. Use email and LinkedIn for content strategy and sending outbound letters;
  4. Achieve 15 appointments per month and increase sales of the company’s services.

SalesAR’s Approach

The research team aimed to find at least 1,000 ICP-compliant contacts with lead generation for Saas, while the outreach team managed all communication using targeted templates for sending outbound emails, comprehensive content strategy, and case studies to increase sales of the company’s services.

Responsible team

Impressive Results Lead Generation for Saas  during the First Week of Working with the Financial Platform – 5 Appointments Scheduled photo - 5
Anastasiia Kuznetsova Head of Account Department
Impressive Results Lead Generation for Saas  during the First Week of Working with the Financial Platform – 5 Appointments Scheduled photo - 6
Daria Honcharuk VP of Product Management

The Solution

SalesAR’s research team successfully identified ICP-compliant contacts and created a complete database, allowing the outreach team to engage potential clients with the help of individual content. Thanks to our lead generation for Saas, we attracted new B2B leads and contributed to the expansion of the company’s client base.

How We Did It

The research team met its target within the first two weeks of the campaign launch. B2B lead generation efforts exceeded expectations, scheduling 5 appointments during the first week and additional 2 by the end of the month. The SaaS industry was the most successful, with an impressive total conversion rate and increasing the company’s sales.

Results

3,000
Contacts Reached out
16
Appointment Booked
20%
Close Rate

SalesAR’s focused approach resulted in an impressive number of appointments after lead generation for Saas, demonstrating their ability to generate valuable B2B leads and engage potential clients effectively.

Conclusion

SalesAR’s results in generating appointments and B2B leads for OnPlan showcase its expertise in crafting targeted content strategies and engaging with potential clients efficiently during lead generation for Saas. As a result, OnPlan found a reliable and effective partner in SalesAR, highlighting the potential for even greater success in future collaborations and growth of the company’s sales.

Impressive Results Lead Generation for Saas  during the First Week of Working with the Financial Platform – 5 Appointments Scheduled photo - 8Impressive Results Lead Generation for Saas  during the First Week of Working with the Financial Platform – 5 Appointments Scheduled photo - 9Impressive Results Lead Generation for Saas  during the First Week of Working with the Financial Platform – 5 Appointments Scheduled photo - 10Impressive Results Lead Generation for Saas  during the First Week of Working with the Financial Platform – 5 Appointments Scheduled photo - 11Impressive Results Lead Generation for Saas  during the First Week of Working with the Financial Platform – 5 Appointments Scheduled photo - 12Impressive Results Lead Generation for Saas  during the First Week of Working with the Financial Platform – 5 Appointments Scheduled photo - 13
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