Concept Services

Appointment setting and CRM help for B2B sales teams

Business-to-business sales teams have been buying outsourced lead generation from Concept Services, which trades as Concept, since 2002. The service that started it all is appointment setting, in which the firm finds likely buyers, qualifies them and books meetings for the client's salespeople.

Why teams outsource it

According to the firm, keeping the funnel full is one of the hardest jobs a sales team has, because quotes and live deals demand attention first. Concept offers to take on the early work so the client's staff can concentrate on closing. It says it becomes an extension of the client's company, mixing personal outreach with digital marketing across channels, warming prospects up and passing along only those who fit the client's lead criteria. Clients are also promised reporting that traces each lead back to its source.

The wider service list

The company's present site describes a lead generation business that helps from several directions. Its list takes in booking meetings for B2B clients, consulting on two major CRM platforms, general marketing, paid campaigns, email, automation, online retail, brand and design strategy, copywriting and AI-oriented search work. The aim, as it puts it, is to bridge sales, marketing and technology so that revenue becomes predictable and can be scaled.

Industries and results

Its older material names work in fields such as material handling, construction equipment and supply chain. Concept quotes large totals for appointments set and pipeline value over two decades; these are its own figures and not independently confirmed. It also uses the line that it opens the door while the client closes the deal.

Technology alignment

One part of its offer asks whether the client's sales and marketing technology matches its business goals. In practice that means CRM consulting alongside the outreach, so the data from calls and campaigns ends up where the sales team can use it.

Concept Services, trading as Concept, is a business-to-business lead generation company that has been setting sales appointments for client teams since 2002. Around that original service it has added marketing work and CRM consulting, so that it can help sales and marketing teams fill their pipelines from several sources.

What Concept Services offers

• B2B appointment setting: outbound prospecting that finds and qualifies potential buyers, then books and confirms meetings for the client's sales reps.
• HubSpot consulting: assessment, setup, customisation, integration and tuning of HubSpot for client organisations.
• Salesforce consulting: the same range of setup and integration work for Salesforce instances.
• Paid advertising: planning, running, monitoring and adjusting paid campaigns, new or existing.
• Email marketing: writing, designing and sending campaigns through HubSpot, Pardot, Constant Contact or MailChimp.
• Marketing automation: building timely, relevant automated interactions on HubSpot and Salesforce.

Clients

It works as an extension of client sales teams, handling the early work of finding and warming up prospects so that in-house reps can concentrate on closing deals. Reporting shows lead sources and attribution throughout the funnel.

Key facts

• Founded: 2002
• Partnerships: Diamond tier HubSpot Partner and certified onboarding group; Salesforce Partner
• Experience: more than 20 years in outsourced lead generation