Case Study

Digital healthcare software company builds a proven B2B sales process from the ground up in under 60 days.

Playback Health logo

Playback Health is an AI software technology company dedicated to transforming the patient and provider experience. Focusing on clinical documentation and communication, Playback’s generative AI tools help address physician burnout, reduce errors, and save valuable time. Playback Health is deeply integrated into EMR and health systems, supercharging patient experience and driving HCAHPS and star ratings up across all departments and specialties.

Company Name

Playback Health

Company Type

B2B Software

Industry

Healthcare

What challenges were they facing before SalesLeap?

Before partnering with SalesLeap, Playback Health struggled to scale its sales process due to a lack of outbound lead generation expertise and a CRM that didn’t support its target market. This led to AEs focusing on lead generation instead of closing deals and an insufficient pipeline to meet revenue targets. Playback Health needed external support to develop an effective sales development process and optimize its lead generation strategy.

After the SalesLeap program, Playback Health:

  • Established a fully functional SDR team within 60 days, driving consistent lead generation and saving a year of trial and error.
  • SDRs now have a process for lead activation, hunting leads, booking discovery calls and progressing SQLs to the sales team.
  • Successfully scaled from 1 to 3 SDRs using their new sales development process..
  • SDRs now deliver at least 10 highly qualified leads each per month.
  • Increased number of demos and qualified leads, leading to consistent revenue flow and a stronger sales pipeline.
  • Leadership has sales development management processes to keep their team performing at a high level.
  • Consistent lead generation to build a stronger top-of-funnel and drive revenue growth.
  • Has a reliable partner in SalesLeap to continue to optimize outbound sales.
Playback Health and SalesLeap

The Feedback



275 +

Meetings Booked

15 +

New Customers

10 /10

Would Recommend SalesLeap

30 +

Highly Qualified Leads per Month
SalesLeap Event - Playback Health SDR in training

Results after Playback Health attended the SalesLeap SDR Intensive Training Event:

Coming into the July 2024 event, Playback was just getting their SDR team up and going with Outbound. Their lead SDR,  Jake, was able to solidify his Sales Development processes and give him the confidence to go on and hit quota with discovery meetings booked. Playback Health went on to book nearly 300 meetings and secure at least 15 new customers in the following 6 months.

5Star Rating Image

Exceptional Support and Results from SalesLeap

As the CRO of Playback Health, I partnered with SalesLeap to build and optimize our outbound SDR program—and I couldn’t be more impressed with the results. From day one, their team delivered exceptional training for our SDRs, equipping them with the tools and confidence to excel in cold calling and driving conversions. SalesLeap didn’t just stop at training; they went above and beyond by configuring HubSpot for our specific needs and coaching us on effective techniques to gather data within our Ideal Customer Profile (ICP). Their expertise and hands-on approach were invaluable, especially when things didn’t go perfectly. They were always available to troubleshoot, guide, and ensure we were on the right track. What stood out most was their unwavering dedication to our success. SalesLeap delivered outstanding attention and value to our business, acting not just as a vendor but as a true partner. If you’re looking for a team that combines deep expertise with personalized support, I wholeheartedly recommend SalesLeap. They’ve been instrumental in helping us drive meaningful outcomes for our sales efforts.

 

Matt Whelan

Chief Revenue Officer

5Star Rating Image

SalesLeap is a huge help

When it comes to sales support and training, SalesLeap is top tier. Quality information for those just starting in sales, and for those further along in their careers. My experience with the SalesLeap was fantastic. The team was incredibly helpful in guiding me along my sales process, as well as with advice moving forward with my strategy and in my career. SalesLeap’s professionalism and organization greatly stands out, I’d recommend to anyone in sales.

 

Jake Blocker

Sales Development Rep (SDR)

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