How CIENCE Set Over 190 Appointments With CEOs And Founders For An Outsourced Finance And Accounting Services Company
About Stage 1 Financial
Stage 1 Financial provides outsourced accounting and finance solutions that align with their clients' organizational and strategic priorities. They work with fast-growing, investor-backed companies.
Stage 1 Financial has developed an automated financial reporting system tailored for each customer with easy-to-navigate dashboards and data analysis generated on-demand to suit customer needs. By providing real-time reporting, the company places data at the fingertips of business leaders, allowing them to focus on building their companies and impressing potential investors.
Katy Triefenbach
CEO
Industry
Financial Services
Website
Challenges & Scope
Katy Triefenbach, CEO: "We needed a sales support representative who understood data research."
Many CIENCE clients want an SDR that also excels in sales intelligence. We offer to work with our Sales Development Representatives and Lead Researchers. These are people who generate leads and then perform targeted outreach via email, phone, and/or social networking websites.
"I did a test research project with them for lead generation. I was pleased with the results, their timing, and their communication. Their sales team spoke with me about an ongoing monthly relationship and I considered the options they offered. Based on the value and the price point, I opted for the full-time SDR."
Human-driven, software-augmented sales research is what CIENCE takes extreme pride in delivering. Every contact list is generated in accordance with the client's Ideal Customer Profile several days before the actual outreach to make sure the data is up-to-date. The quality of the leads is held to extreme standards.
Why CIENCE
"I've had a very good experience with CIENCE. They joined us very early in our company's lifecycle and I've never felt the need to look for someone else. They're super responsive and they do a fabulous job. About 95% of our communication is via email and about 5% by phone."
Flexibility is the guiding principle of our work at CIENCE. We believe that every client is unique and adapt each campaign to meet their specific needs.
Cost-efficiency is one of the major reasons why companies choose to outsource their sales research and development.
The difference between monthly expenses for an in-house SDR vs. our dedicated team is quite significant.
Extension of your Team
The CIENCE model is People-as-a-Service, and our employees are our major resource. We help our clients find targeted leads and start valuable business conversations with them in personalized and authentic outreach. In a world of increasing automatization, we see that the human touch is still crucial for implementing these tasks.
"We have one full-time SDR who works remotely. We tempered her role to fit our unique situation and she was solely responsible for our account. CIENCE provided a communicative, well-organized team member to manage the account. I interface with my SDR on a daily basis. I also speak with the sales representative from their executive team once or twice a year."
Results
At the time of publishing this case study, we have been working with Stage 1 Financial for a year. As a result, our team has built a strong working relationship with CEO Kate Triefenbach.
"The SDR executes the deliverables I give to her. She has a very structured role and has been able to produce what I need. She's a cost-effective, value-driven team member and we've had several successes with her. The CIENCE SDR is responsive, communicative, and well-organized. It's nice having an external employee who I don't have to manage. We have a very good working relationship."
"Write out your statement of work clearly and agree upon it upfront so they can find the right team member. Very clear communication will help ensure success early on."
We successfully launched over 10 campaigns targeting different industries and set over 190 appointments for Stage 1 Financial, helping them grow their sales and business.
Frequently Asked Questions
How many appointments did Stage 1 Financial book with CIENCE?
CIENCE set over 190 appointments with CEOs and founders for Stage 1 Financial across more than 10 outbound campaigns. A dedicated full-time SDR managed the account and executed outreach via email, phone, and social networking on behalf of the client.
What services did CIENCE provide to Stage 1 Financial?
CIENCE provided a dedicated full-time Sales Development Representative paired with lead research and data services tailored to Stage 1 Financial's Ideal Customer Profile. Contact lists were built fresh before each campaign to ensure accuracy, and the SDR handled all targeted outreach independently.
Why did Stage 1 Financial choose CIENCE for sales development?
Stage 1 Financial selected CIENCE for its combination of data quality, flexibility, and cost-effectiveness compared to hiring an in-house SDR. CEO Katy Triefenbach noted that CIENCE tailored the workload to fit their specific sales cycles and customer interface preferences, delivering a customized rather than one-size-fits-all engagement.
What kinds of companies does Stage 1 Financial target with CIENCE's help?
Stage 1 Financial serves fast-growing, investor-backed companies that need outsourced accounting and finance solutions. CIENCE's outbound campaigns targeted decision-makers: primarily CEOs and founders: across multiple industries to help Stage 1 Financial expand its client base.
