Paylocity Case Study

Challenge

Rapidly expanding to new markets

Solution

Data, Appointment Setting

Result

Generated sales pipeline 770k, 318k in closed deals from 190 set appointments

Expanding to new markets is quite a journey. Paylocity experienced rapid growth within their Small Business Unit and was expanding into uncharted territory. It didn’t take too long before their field sales representatives were hitting road blocks in the new markets.

FHG was given an opportunity to take on an expanding market within the state of Texas. We quickly displayed our partnership was proving to be valuable by setting over 190 appointments and generating over 770k in sales pipeline, resulting in over 318k in closed deals in just couple of months.

Challenge

Expanding to new markets can be a challenge, but Paylocity was committed to tackling this project. They quickly realized that their experienced field sales reps were struggling with prospecting in the newer markets and set out to find effective strategies for doing so.

 

Solution

FHG reached out to their leadership team to present the strategy that will help them more quickly expand to new markets without hiring more field sales reps. Our unique combination of appointment setting and human curated data has proven to be the most advanced appointment setting in the market. Paylocity’s leadership saw the value and decided to integrate 3 SDR teams to support the Field sales.

 

Result

FHG was able to execute on their strategy and generate more qualified appointments for the sales teams while reducing no-shows and cancellations. Our unique lead scoring system helped prioritize each lead based on their likelihood of becoming a customer or not, so Field Sales teams knew exactly who to focus on. After couple of months working closely with Field Sales Reps, our dedicated SDRs were able to generate over 190 qualified leads that were worth over 770k in pipeline and helped close deals north of 318k.

 

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