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$6,134,400 Pipeline Generated Case Study Achieved

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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.
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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.
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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.
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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.
  • 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.
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