Sharetec Velocity: Building a Structured Outbound Engine

5 Months

Campaign Duration

Outbound

Campaign Type

1

No of SDRs

Key Performance Indicators

$510K

$ value of pipeline generated

Meetings Scheduled

20

No. of meetings scheduled

Estimated SQL ROI

10X

Estimated Return On Investment

Revenue Growth Realized

$102K

Estimated Revenue Generated

Private

Funding Stage

101-250

Headcount

USA

HQ location

Credit Unions

Target Industry

USA

Target Location

C-suite

Target Persona

Table Of Content

Overview

Challenges Faced

Our Solution

Results Achieved

Future Outlook

Sharetec provides a modern, web-based core processing platform built exclusively for credit unions to enhance operational efficiency. They partnered with Whistle to transition from a reliance on trade shows and referrals to a structured outbound prospecting motion targeting a specific niche market. By leveraging Whistle's managed SDR services, Sharetec aimed to overcome a challenging sales period and consistently book meetings with credit union decision-makers.

Challenges Faced

  • Lack of a dedicated SDR team, with only 3 AEs managing business development.
  • Heavy reliance on trade shows and referrals, which proved insufficient for consistent pipeline growth.
  • Minimal inbound lead generation from the website.
  • Long sales cycles ranging from 6–9 months to several years.

Our Solution

  • Implemented a fully managed SDR package to prove the effectiveness of outbound sales in the credit union market.
  • Focused outreach on high-level decision-makers, specifically targeting CEOs who are often directly accessible.
  • Utilized LinkedIn as a primary channel for engagement, supplemented by phone outreach.
  • Refined targeting for credit unions looking for digital upgrades or core replacements.

‍

Results Achieved

  • 20 meetings booked with 5 sales qualified opportunities created.
  • Activated phone channels effectively after initial setup.
  • Identified LinkedIn as the highest-performing channel for this specific ICP.
  • Established a consistent pipeline in a "tough" ICP where meetings were previously rare outside of events.

‍

Future Outlook

Following the successful implementation of a structured outbound engine, Sharetec is positioned to maintain a consistent pipeline that reduces its historical dependence on seasonal trade shows. By continuing to leverage the accessibility of credit union leadership via LinkedIn and phone outreach, the company is set to accelerate its engagement. This established prospecting rhythm provides a sustainable foundation for long-term growth and core platform replacement cycles.

Key Learning

Direct Accessibility of Leadership

In the credit union market, CEOs are uniquely accessible and often answer main phone lines directly, allowing for high-level entry points.

Channel Optimization

While phone outreach is functional, LinkedIn serves as the "winner" for engagement within this specific financial services niche.

Consistency Over Spontaneity

Moving from quarterly "sporadic" touchpoints to a managed outbound motion is essential for overcoming stagnant sales periods in a niche ICP.

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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