We interviewed Mike Chapman, Head of Agency Sales at Bold Penguin, about the overview of their program with SalesRoads:
Background
Bold Penguin is an InsureTech company that helps simplify commercial insurance. As a growing technology company in the insurance sector, they needed to scale their sales development efforts to reach more potential clients and expand their market presence.
Challenge
When Bold Penguin engaged SalesRoads, they faced significant resource constraints that limited their ability to execute an effective outbound sales strategy.
Their internal team was focused exclusively on closing deals through software demonstrations, but they lacked the capacity to generate sufficient appointment volume.
The company needed to execute high-volume outbound prospecting to get their name out to the market and book more appointments, but sourcing and hiring enough SDRs internally would have been very difficult given their resources at the time.
Solution
SalesRoads stepped in to fill the sales development gap by taking on Bold Penguin’s entire outbound prospecting function. Rather than operating as a separate vendor, SalesRoads integrated as an essential part of Bold Penguin’s sales operation.
The partnership involved daily collaboration, with regular performance calls and continuous improvement efforts. SalesRoads enabled Bold Penguin to execute the high-volume outbound strategy they needed while allowing their internal team to focus on what they did best.
The approach was highly collaborative, with both teams working together to address challenges and optimize performance. When problems arose, they tackled them as a unified team, maintaining commitment to the partnership’s success.
The success was so strong that Bold Penguin handed over their inbound lead flow to SalesRoads to manage.
Results
The integration was seamless, with SalesRoads becoming an integral part of Bold Penguin’s day-to-day sales operations rather than just an external service provider.
The partnership delivered significant measurable outcomes:
- They set all-time records for the most appointments booked.
- High-volume outbound prospecting got their name out to the market effectively.
- Their internal team could focus exclusively on closing deals while SalesRoads handled appointment generation.
- SalesRoads was able to stand up the outbound strategy much quicker than they could have accomplished alone.
SalesRoads booked 5,285 outbound appointments and successfully held 3,625 of them, while also managing 1,913 inbound appointments that they entrusted to SalesRoads after seeing early success.
Altogether, the programs generated 5,285 booked appointments.
