DTS Case Study

Market Expansion/ Lead Generation/ Appointment Setting

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Lead Gen/ Appointment Setting/ Expansion

18 months

IT Services

Toronto, Ontario

11-50 Employees

Verified on Clutch


A responsive and detailed partner, Purple Sales have exceeded their number of target leads during the client’s first campaign. Their sales expertise enables them to maintain a strong partnership. External customers also find them exceptional, and they’ve been convinced to join the company’s efforts.

A Clutch analyst personally interviewed this client, Gavin Bridge, Managing Director at Doing Things Simply, over the phone. Below is an edited transcript from Clutch analyst.


Introduce your business and what you do there.

I’m the managing director of Doing Things Simply, an AV integration organization. We design, build, and implement AV technologies.


What challenge were you trying to address with Purple Sales?

We were looking to increase our B2B marketing. With the COVID-19 pandemic, our focus became more on the end client versus partners aspect, so we wanted to Purple Sales to assist us in driving new sales.


What was the scope of their involvement?

Purple Sales is a B2B marketing and sales organization, and their work revolves around reaching out to clients or potential clients on our behalf. The team educates themselves on our solutions, and they conduct cold calling. Their main goal is to book meetings for our internal sales teams once they’re done qualifying possible leads. They also help us develop our marketing presence. For our first campaign, they’ve been required to secure eight qualified leads per month.

What is the team composition?

We’re working with five people from Purple Sales, and we deal primarily with Sam (Founder).

How did you come to work with Purple Sales?

We surveyed over 10 companies and chose the top three companies based on our phone conversations with them. Ultimately, we selected Purple Sales because they were sales-oriented. Other companies we talked to were only focused on the appointment setting aspect of the work, and they didn’t understand the sales aspect of what we were doing. 

What is the status of this engagement?

The engagement began in June 2019, and it lasted for 18 months.


What evidence can you share that demonstrates the impact of the engagement?

Our first campaign lasted for four months, and during that time, we’ve noticed an increase in the quality of meetings we’ve been receiving. On top of that, Purple Sales has exceeded their targets, and they’ve been able to secure 10 qualified leads per month with close to 20 follow-ups. With the success we’ve been experiencing, our external partners have also decided to come on board with our efforts. Overall, we have a positive experience with Purple Sales.

How did Purple Sales perform from a project management standpoint?

We meet on a bi-weekly basis to maneuver and pivot base on the feedback that we’re getting. We look at the performance of their campaigns through their internal product, and that solution provides statistics on the number of people we’ve reached. In relation to that, Purple Sales have definitely helped us meet our targets.

What did you find most impressive about them?

Their sales approach has been impressive. We’ve worked with other B2B marketing firms in the past, but I’d call them just appointment setters. On the other hand, the leadership of Purple Sales down to the individuals on their team understand the sales cycle. As a result, their team has become an extension of us, and our external stakeholders truly believe that they’re part of our organization and sales process.

Are there any areas they could improve?

Their review meetings have taken a little while to get structured. However, they’ve been able to take into account the feedback that we’ve provided to them. I feel like we’ve helped them champion that important component.

Do you have any advice for potential customers?

In order for Purple Sales to be successful, you need to train them on your solutions and have follow-up documentation. Furthermore, you need to research your market to identify who the team is going to get in touch with. In our case, it has taken us two months to learn how to work with each other. However, if we’ve prepared all the things we’ve needed at the start, we could’ve hit the ground running right away.

Project Summary

Purple Sales is providing lead generation services to a digital solutions firm in order to enhance their B2B marketing efforts. They spearhead the whole process to secure meetings for the internal sales team.








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