Professional Services
Key Results
104
Meetings Booked Total
- 104 Meetings Booked Total
- 47 Sales Qualified Opportunities Created
- $1.6M New Pipeline Generated (USD)
- 32 Pages in Custom Sales Playbook
Client Challenges
Before working with eRep, our client was relying on founder-led sales and a trickle of inbound trials, which wasn’t enough pipeline to support their fundraising and growth goals. Their technical, data-heavy product was hard to explain cold, and past attempts at outbound produced low reply rates and unqualified demos. With no in-house SDR team and limited brand recognition in a crowded SaaS market, they struggled to consistently get in front of VP-level sales and RevOps leaders across their ideal customer profile.
eRep's Solutions
- 1 Conducted a deep discovery process and built a 30+ page custom sales playbook that defined ICP tiers, key use cases, competitive positioning, and persona-specific messaging for CROs, VPs of Sales, and Revenue Operations leaders.
- 2 Compiled and validated a targeted TAM using premium data providers, focusing on B2B SaaS and technology companies with 50–500 employees and building contact lists with verified emails and direct dials for decision makers and key influencers.
- 3 Launched AI-powered email outreach leveraging eRep’s eMod personalization engine to transform core templates into 1:1 messages, combined with domain warming and deliverability optimization to keep campaigns out of spam and in primary inboxes.
- 4 Deployed a dedicated US-based SDR to run high-volume cold calling (150+ targeted dials per day), using customized talk tracks to quickly surface pains around forecast accuracy and pipeline visibility and then live-booking meetings onto the client’s AE calendars.
- 5 Implemented weekly optimization loops with the eRep strategist, A/B testing subject lines and value props, reallocating effort to the highest-converting segments, and layering in re-engagement sequences for warm but unresponsive prospects to steadily lift meeting and SQL conversion rates.
Explore More Case Studies
Professional Services
Boutique Management Consulting Firm
Financial Services
RegTech Compliance SaaS Platform
Recent Posts
Expert research and strategies for B2B sales success.
The Future of Cold Calling: AI Tools to Watch
Cold calling isn’t dying—it’s evolving. In 2025, the average cold call success rate sits around 2.3%, yet research shows 82%...
B2B Email Marketing: Platforms for Success
B2B email marketing still drives some of the highest ROI in the game—often $36–$42 for every $1 spent—so picking the...
10 Cold Calling Tips
Cold calling in 2025 is brutal but far from dead. With average dial-to-meeting success rates around 2–3%, the gap between...