Appointment Setting for IT & Software Companies

Qualified discovery calls and demos without building an SDR team

Software and IT services have long sales cycles, multiple stakeholders and a buyer who has already done most of their research before they will speak to a salesperson. Hiring, training and retaining an SDR team to break through that is expensive and slow, and most founders would rather their best people were closing.

Trusted by
Samsara
PodPoint
RRG Group
and many more...

How we win it & software meetings

We act as an outsourced SDR function for UK IT and software companies: managed service providers, vertical SaaS, cyber security, ERP and CRM consultancies and fleet and logistics software. Our callers book qualified discovery calls and demos, and we report every conversation into your CRM.

Campaigns run from our own call centre in Chorley, Lancashire. You can read about the full approach in our B2B appointment setting and B2B lead generation pages.

What makes selling to it & software different

Contract and renewal windows

Prospects on a three-year MSP contract or a software subscription have a window when switching is realistic. We record incumbent provider and renewal date on every conversation and time demos accordingly.

Multi-stakeholder buying

A software decision usually involves IT, finance and the operational owner. We identify the full buying group on the first call so your discovery meeting includes the people who can say yes.

Credible technical conversation

Our callers are briefed on your product, your competitors and the problems you solve, so the first call sounds like a peer conversation rather than a script. That is what gets technical buyers to agree to a demo.

Three ways to work with us

Appointment setting

We book discovery calls and demos that meet qualification criteria agreed with you in writing: company size, stakeholder role, incumbent solution, renewal timing and a confirmed problem to solve. Meetings are confirmed, briefed and logged in your CRM. Pay per qualified meeting or retainer.

About appointment setting

Lead generation

For longer enterprise cycles we run account-based campaigns across calling, email and LinkedIn against a named target list, surfacing intent signals and building relationships with the buying group until they are ready to meet. You get a mapped account with named contacts, not a cold lead.

About lead generation

Data

We build target lists from our researched UK business data by sector, headcount, turnover and location, and enrich them with technology and incumbent-provider information gathered during the campaign. For fleet and logistics software we add our fleet database for precise operator targeting.

About our data
“XL have been an integral part of our UK growth strategy. I have no hesitation to recommend XL’s appointment setting services.”
Marketing Director EMEA, Samsara

IT & Software appointment setting FAQs

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Sectors we work in

Appointment setting and lead generation tuned to how each sector actually buys.

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