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Fleet Management SaaS Sales Outsourcing
THE PROBLEM WE SOLVE
~50%
of closer time was spent prospecting before Amalga - not closing. This engagement started there.
Technology / SaaS
Global fleet management SaaS company
Global (five markets)
Sales Outsourcing,
SDR / Outbound Prospecting,
Appointment Setting
12-Agent Bilingual SDR Team
Enterprise conversion sat at 0.9%. Regional closers spent nearly half their day prospecting instead of closing deals. There was no centralized SDR function across five markets.
The previous offshore vendor generated high call volumes but poor qualification depth. Every customer tier received the same generic script regardless of fleet size, use case, or contract value. The pipeline was busy, not growing.
0.9%
Enterprise conversion rate before Amalga
~50%
Closer time spent prospecting instead of closing
Team Deployment
Amalga deployed a 12-agent bilingual SDR team organized into two market pods: U.S./Mexico and UK/NZ/AU. Each pod operated with dedicated playbooks, qualification criteria, and performance targets aligned to its market.
Playbook Development
Amalga built separate outreach playbooks for enterprise and mid-market accounts. No more generic scripts. Each prospect tier received outreach tailored to fleet size, use case, and contract value.
Qualification Framework
Amalga developed qualification criteria tied to fleet size, existing infrastructure, decision-maker title, and contract value. Every lead was scored and prioritized before reaching the client's closers.
Technology Integration
The SDR team integrated fully into the client's CRM, dialer, and sales engagement stack from day one across all five markets. Every activity logged. Every pipeline stage updated. Full visibility from first touch to booked meeting.
Scale and Optimization
After stabilizing pipeline generation, Amalga optimized performance through continuous testing, ICP refinement, and conversion analysis by market. This drove scale from initial deployment to 310+ qualified appointments per month across five markets.
Service Model
BPO (Managed by Amalga)
Team Structure
2 market pods (U.S./Mexico and UK/NZ/AU)
Team Size
12 Agents
Language
Bilingual (EN/ES)
Markets
5 (U.S., Mexico, UK, NZ, AU)
Tools
Client CRM, dialer, sales engagement stack
Before: Fragmented prospecting
Qualified Appointments
Before: 0.9%
Enterprise Conversion Rate
Before: U.S. SDR baseline
Cost Per Qualified Specialist
*Results vary by engagement. This case study reflects one client's experience.
Tech
Bullion
"AI amplifies productivity only when people can act on insights instantly. That's where nearshore BPO changes the game - you get the efficiency of outsourcing with the agility and collaboration of a local team."
TechBullion covers Amalga's approach to nearshore partnership - the real-time collaboration, same-timezone responsiveness, and embedded accountability that make bilingual SDR teams structurally different from offshore alternatives.
Read the full article →96.8%
Annual team retention - Amalga-wide. Stable SDR teams build better pipeline knowledge over time
4.4 ★
Glassdoor rating - agents who like where they work show up differently on a cold call
96%
Client retention across all active Amalga engagements - a portfolio track record, not a project average
ISO 27001
Certified - prospect data, CRM integrations, and outreach activity handled to enterprise security standards
Nearshore, Not Offshore
Same time zones, cultural alignment, and 25-40% lower cost per lead than U.S. SDR teams. Your reps work when your prospects work.
Boutique, Founder-Led
Senior leadership is involved in every engagement. You get a partner, not a rotating cast of account managers.
Deep Industry Playbooks
Vertical-specific outreach playbooks for SaaS, fleet management, and enterprise sales. Not generic agents reading scripts.
Land and Expand
Start with a small pilot, prove value with real metrics, then scale deliberately. No long-term lock-ins required.
California Legal Services Provider
10.6 → 0
Backlog Days
$91K/mo
Cost Savings
Global Omnichannel Apparel Retailer
92%
CSAT Score
0%
Agent Attrition
U.S. Digital Payments Platform
85%+
CSAT Score
5%
Attrition
