Lead Generation/ Appointment Setting
Purple Sales has refined the client’s marketing materials and narrative, and the client has been happy with the team’s ability to navigate complex solutions. The client views Purple Sales as an extension of their sales team and appreciates the expertise they bring surrounding software sales.
A Clutch analyst personally interviewed this client, Executive at KatalX, over the phone. Below is an edited transcript from Clutch analyst.
Introduce your business and what you do there.
I’m an executive for a SaaS startup focused on bringing visibility and collaboration to the supply chain.
What challenge were you trying to address with Purple Sales?
We were trying to acquire best practices on complex calls because our product is a complex solution.
What was the scope of their involvement?
Our primary work has been focused on the marketing and sales side. We collaborated with Purple Sales to come up with the initial documentation, and the first part of the mandate was to define the marketing material. We spent three months defining a brochure, a website, and a pitch deck. We jointly crafted the key messaging, illustrations, and how we wanted to simplify our complex solution.
They’ve also been helping us with lead generation, identifying the right targets and personnel, and engagement. Purple Sales has taken us through a sales cycle with lead generation, prospects, interest, sales, and contract confirmation.
We’re currently working on creating a list of the top 50 companies in our industry to target and use HubSpot to help frame the research and process. We also collaborate on customized scripts for reaching out to each company.
What is the team composition?
We work with the Founder & CEO, and our main point of contact was one of the Business Development Director.
How did you come to work with Purple Sales?
We knew the Purple Sale’s Founder because we belong to the same network; we chose Purple Sales because we trusted him.
What is the status of this engagement?
We started working together in July 2022, and terminated a year after.
What evidence can you share that demonstrates the impact of the engagement?
We measure success based on feedback from customers, partners, and investors. Before starting with Purple Sales, we had a very poor presentation, but we were able to refine the marketing material and the narrative with their help. We’ve been able to improve our traction and have been receiving positive feedback.
We’re not able to measure the success of the lead generation yet, but Purple Sales acts as a sales extension for our company. We have a very challenging solution, and managing the complexity has been difficult, but we are very happy with everything we’ve done together so far.
How did Purple Sales perform from a project management standpoint?
Their project management is agile and responsive; we use Slack and Google Drive for communication and project tracking.
What did you find most impressive about them?
They are experts in lead generation and have a very good understanding of complex sales cycles, which is very valuable. We know that software sales are not a simple area to navigate, but they have a lot of experience with it.
Are there any areas they could improve?
Stepping into this next phase of work, we’re hoping they can drive lead generation.
Do you have any advice for potential customers?
Embrace the collaboration; the more you put into it, the more you will get out of it. You need to align regularly to make sure you’re on the same page.
A SaaS startup has hired Purple Sales for marketing materials and lead generation. They’ve collaborated on a website, brochure, and pitch deck. Purple Sales is also assisting with key messaging.
Willing to refer