Skip to Content
CASE STUDY APPOINTMENT SETTING FOR ERP FIRM

Performance-Driven ROI: Delivering $960K in Pipeline Value Over 12 Months


Facing attrition from low-quality leads, this B2B ERP firm partnered with us to establish a Done-For-You sales engine that contributed $960K in qualified pipeline value over 12 months via multi-channel outreach.

CASE STUDY APPOINTMENT SETTING FOR ERP FIRM

Performance-Driven ROI: Delivering $960K in Pipeline Value Over 12 Months


Moving beyond unpredictable referrals, we established a Done-For-You client acquisition engine, consistently delivering 12-15 qualified B2B appointments monthly via integrated multi-channel outreach.

 Booked Appointments:
138 in 12 months

 Pipeline Value Added:
$960k

 Achieved Growth:
23% more clients

Booked Appointments:
138 in 12 months

Pipeline Value Added:
$960k

Achieved Growth:
23% more clients

Client Profile


Industry: ERP Firm

Goal: Achieve and sustain a 100% qualified sales pipeline over a full 12-month cycle, dramatically increasing sales team efficiency and close rates for high-value ERP implementation contracts.

Key Results


Our Team transformed the client’s sales process over twelve consecutive months, directly contributing to the client's pipeline growth:

  • High-Value Pipeline Contribution: Successfully injected $960,000 in qualified, high-intent opportunities into the sales pipeline over the 12-month period.

  • Sustained 100% Qualified Appointments: Maintained a perfect qualification rate, ensuring every one of the 160+ booked meetings over the year was with an Ideal Customer Profile (ICP) match and decision-making authority

  • Dramatic Increase in Sales Efficiency: Freed the sales team from manual qualification, allowing them to focus 100% of their effort on closing, directly boosting close rate potential.

  • Stronger Integrated Outreach (Email + LinkedIn) for consistent, professional engagement across the entire engagement period.

The Challenge


The ERP Firm sells complex, high-investment Enterprise Resource Planning software, requiring a long sales cycle and high-level engagement. They faced a critical bottleneck:

Low-Quality Lead Saturation 

Previous agencies delivered high volumes of leads, but most were either unqualified, too small, or lacked the necessary budget/authority. The sales team spent excessive hours chasing low-intent prospects.

Wasted Sales Resources 

Time spent qualifying bad leads dramatically lowered the sales team's morale and reduced the time they could spend on high-value closing activities, directly impacting revenue.

Complex ICP & Sustained Need 

Identifying the exact person and company ready for a major ERP implementation requires nuanced, highly specific qualification criteria that generic outreach methods missed. The client needed a sustainable 12-month solution.

Strategnetic’s Solution: Hyper-Focused Qualification & Performance


Our Team addressed the qualification issue head-on by adopting a results-driven, pay-for-performance model, placing rigorous ICP validation and targeted messaging at the forefront of the integrated multi-channel outreach campaign for the full year.

Phase 1: Precision Qualification & Targeting


1. Multi-Layer ICP Definition

We collaborated with the VP of Sales to thoroughly define a deep, multi-layered ICP, including firmographic (e.g., specific industry vertical), technological (e.g., existing legacy systems), and seniority requirements (Director level and above).


2. Targeted List Build

Every month, the new 3,000-prospect list was rigorously built and scrubbed to match these detailed qualification criteria, ensuring maximum relevance for a complex ERP decision.

Phase 2: Messaging for Authority & Intent


1. Intent-Driven Messaging

Outreach was designed not just to get a reply, but to implicitly qualify the prospect based on their stated pain points and current systems. This approach warmed the leads and ensured a higher level of intent before the meeting.


2. Multi-Channel Outreach

We executed high-quality cold email sequences supported by supplementary LinkedIn touches to ensure engagement with high-value prospects.

Phase 3: Performance-Based Appointment Delivery & Sustainment


1. Strict Appointment Criteria

Our Team enforced strict rules: a meeting was only considered "booked" (and thus billable) if the lead met all predefined qualification criteria, confirmed the meeting time, and demonstrated genuine interest. This rigor was maintained throughout the 12-month partnership.


2. Seamless Sales Handover

The sales team received highly detailed meeting briefs, eliminating the need for their own preliminary qualification and allowing them to immediately dive into value-based conversation.

The Outcome


The partnership immediately transformed the ERP firm’s sales operation, replacing low-quality volume with a high-ROI, predictable pipeline that sustained for the entire year. 

1. High-Value Pipeline Security


The sustained, quality-first approach contributed $960,000 in qualified pipeline value over 12 months, fueling reliable revenue growth.

 

2. Maximized Sales Efficiency


Maintaining a 100% qualified appointment rate eliminated wasted sales time and allowed the in-house team to focus entirely on closing high-value ERP contracts.


3. Superior Lead Quality


The quality of the leads generated was confirmed by the VP of Sales to be superior to all previous lead generation vendors, leading to higher morale and faster close cycles.

Want to see similar results for your company?

Let's turn your vision into reality. Connect with our team of lead generation experts and start building your outbound growth engine.

 Book a call 

Want to see similar results for your company?

Let's turn your vision into reality. Connect with our team of lead generation experts and start building your outbound growth engine.

 Book a call