Laying the Foundation for Scalable CRM Success at RedK
RedK specializes in implementing CRM platforms like Salesforce and SugarCRM, as well as CX technologies such as Zendesk.

Growth

Funding Stage

51-200

Headcount

United Kingdom

HQ location

B2B

Target Industry

EU/UK

Target Location

Credit Unions

Target Persona

Transformative Metrics That Showcase Our Impact.

5 Months

Campaign Duration

Outbound

Campaign Type

1

No of SDRs

Key Performance Indicators

$16 000

$ value of pipeline generated

Meetings Scheduled

8

No. of qualified meetings scheduled

Estimated SQL ROI

2X

Estimated Return on Investment

Revenue Growth Realized

$8 000

Estimated revenue generated

Overview

RedK specializes in implementing CRM platforms like Salesforce and SugarCRM, as well as CX technologies such as Zendesk. Partnering with Whistle, RedK aimed to address resource constraints, build a robust BDR strategy, and execute demand generation campaigns to unlock growth opportunities.

Challenges Faced

Resource Gaps: RedK had a significant database of leads but lacked the internal resources to research and follow up effectively.

Strategy and Technology: There was no formal BDR strategy or technological framework in place to support demand generation.

Past Experiences with Vendors: Having worked with other providers that overpromised and underdelivered, RedK was cautious in selecting a new partner.

Our Solution

Whistle delivered a tailored solution to address RedK’s specific challenges:

  1. Strategic Development: Initial outreach strategies faced challenges in the EU market, requiring adjustments in targeting and messaging.
  2. Technology Implementation: Meet Alfred was introduced to support LinkedIn outreach, though phone outreach remained the most effective channel.
  3. Flexible Resourcing: The team experimented with different approaches, including focusing on sports clubs and event-based leads, to improve engagement.
  4. Collaborative Campaign Management: Open communication with RedK’s team helped refine outreach tactics, though booking fully qualified meetings remained a challenge.

Results Achieved

Time to Impact: The campaign faced initial challenges breaking into the EU market, which required adjustments to the outreach approach.

Campaign Performance: While meetings were booked, qualification remained an issue, with some meetings not meeting expectations.

Efficiency Gains: Phone outreach proved the most effective, followed by email. LinkedIn messaging did not generate the desired results.

"The warmth of people. People are really nice, very warm, and very friendly. It felt like working with colleagues from the same company. Every meeting was just a joy of speaking with everyone."

Future Outlook

Refining EU Market Penetration: Building on the insight that the EU market is complex , the focus will be on further tailoring the strategic approach, messaging, and targeting to resonate more effectively within this nuanced geography.

Strengthening Qualification Process: Given the challenge with fully qualified meetings, future campaigns will prioritize ensuring leads are meticulously qualified before being booked as meetings. This will increase the quality of the sales pipeline and improve the meeting-to-opportunity conversion rate.

Leveraging Proven Channels: RedK will double down on the channel that proved most effective—phone outreach—to drive engagement. Simultaneously, they can continue to experiment with optimizing email sequencing and reassess the strategy for LinkedIn, which initially did not yield the desired results.

Formalizing the BDR Framework: The foundational BDR strategy developed during this phase will be formalized and scaled, incorporating demand generation tools and process improvements to streamline execution and create a sustainable, resource-efficient lead engine.

Solutions

Key Learning

Market Complexity Matters

Breaking into the EU market proved more challenging than anticipated, requiring a highly tailored approach.

Phone Remains a Strong Channel

Despite initial assumptions, phone outreach was the most effective method, while LinkedIn did not drive results.

Qualification is Key

Ensuring leads were properly qualified before booking meetings emerged as a critical takeaway for future campaigns.

Proven success with companies
in your industry

Real world results from companies that partnered with Whistle to generate qualified pipeline faster.
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