Since coming on board, Aaron Drummond and his team at Place Technology have been able to get more meetings, generate more opportunities, and acquire more customers. Learn how they did this using Slintel in our one-page case study.
Founded by serial entrepreneurs Brandon Metcalf and Kabe VanderBaan, Place Technology is a comprehensive financial forecasting solution for SaaS and professional services companies. The company’s core solution, PlaceCPM, delivers the flexibility and accuracy that finance teams need to generate models that will deliver business impact quickly and efficiently. Place Technology has raised more than $4 million in funding to date led by Geekdom Fund.
The biggest challenge for the Place Technology team was to get a product that would provide a pipeline of rich data and insights in their system for performing sales outreach. Beyond that, they also wanted to target users of Salesforce, QuickBooks Online, and Xero, software with which the Place CPM product integrates.
Aaron Drummond, Sales Manager at Place Technology says We have a very specific Ideal Customer Profile (ICP), so every minute and every hour we spend for every opening is extremely vital, in my view. If we're spending time trying to qualify or do outreach on leads that just don't meet ourICP, then it's a waste of time for my sales team.
Slintel helps the Place Technology Sales Team discover companies that use Salesforce, and then find contacts that are connected to those companies. It also helps them look up specific accounts that they are targeting to see if the companies already use QuickBooks Online or Xero. This enables them to personalize their messaging, positioning, and outreach, thus improving the team’s entire sales workflow and increasing their conversion rates.
Slintel gives us the ability to speed up our process by filtering out company size, geographical areas, and technology used, but then also does that next step that I think everybody needs, which is providing good contact emails and phone numbers.
Place Technology chose Slintel as their provider after Aaron did a lot of research on different applications that could help them with technographic sourcing and targeting QuickBooks Online or Xero customers. After looking at the volume and quality of the data in the Slintel platform, he was convinced that it was the right product for his growing Sales Team.
After adding Slintel to their workflow, Place Technology has seen an increase in the number of calls, connections, net new prospects, and net new opportunities that their team has been able to generate. More importantly, Place Technology has acquired 30 new customers after coming on board as a customer, and the team loves the product and customer service.
I've been extremely motivated and happy with how we're getting the right types of prospects in,” says Aaron. “It's changed the way we’ve been able to hit those key milestones that we need in order for the company to grow.
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See how Place technology uses Slintel to achieve these results.
Decrease in research time
Increase in response rates
More meetings booked
Increase in win rates
..gives us the ability to speed up our process by filtering out company size, geographies, and technology used…and also provides good contact emails and phone numbers.
Segmenting our prospects has helped formulate better and more relevant marketing messages that appeal to each prospect’s use-case
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