Background
Vertical:
Technology
Headcount:
c.40
CRM:
Vincere
Primis, a leading tech recruitment agency, faced challenges in maximizing consultant efficiency and optimizing their business development strategy. With a focus on building strong relationships through various outreach methods, Primis had tried using a tool to automate their outreach but struggled with low user adoption.
Primis needed a tool that was simple, user-friendly, and could automate low value-add tasks, allowing consultants to focus on building relationships rather than administrative work.
The Search for a Solution
As a tech-focused recruitment agency, Primis placed a high importance on leveraging technology to stay competitive. They sought a solution that could automate follow-ups, track interactions, and free up their team to focus on what truly matters: creating meaningful connections. They needed a tool that would reduce time spent on manual tasks and enhance consultants’ ability to reach out to the right people at the right time.
Objectives
Maximizing consultants’ time by automating repetitive tasks and allowing them to focus on high-value activities
Improving outreach consistency by keeping consultants on track with follow-ups and ensuring they used different approaches to connect with prospects.
Tracking ROI effectively, so the leadership team could see which activities were driving revenue.
Implementation and Adoption
Primis’s implementation of SourceWhale was seamless. From the outset, the customer success team ensured regular check-ins to address any concerns and help Primis get the most out of the platform. The experience was described as “solid and smooth,” with constant support and updates ensuring that the tool was fully utilized across the business.
Use of SourceWhale quickly became a non-negotiable within Primis. Unlike their previous software, every consultant now logs into SourceWhale daily, using it to streamline outreach and track results. The immediate value was evident, with SourceWhale-powered wins being celebrated regularly in the company’s New Business channel in Teams.
Top-performing consultants actively share their success stories with the team, discussing outreach strategies that worked well and the templates they used in SourceWhale. This internal collaboration helped drive even greater adoption and results across the company.
Key Benefits
The key benefits of SourceWhale for Primis include:
📈 ROI Tracking
SourceWhale’s intuitive dashboard allows leadership to track performance quickly. They can generate reports that show exactly where the company is gaining traction and how consultants are using the tool.
😍 User-Friendly Interface
Consultants embraced SourceWhale because it’s easy to use, making it an essential part of their daily workflow.
🎯 Targeted Outreach
The tool helps consultants cut through the noise, ensuring they focus on the most promising leads and engage with the right people at the right time.
Results
Since adopting SourceWhale, Primis has seen a significant improvement in its outreach efforts. The tool has streamlined BD activities, allowing consultants to make more meaningful connections faster. This resulted in Primis landing an additional £500k of new business in the first six months of using SourceWhale, working out at more than 10x ROI.
