- Client: CloudSoda.io
- CloudSoda Use Case Collaborator: Brian Morsh, VP of Sales
- Industry: Data Management Platform for Enterprise Brands
- Ideal Customers: Enterprise brands with unstructured data
- Solutions: Building idea customer lists and leveraging multi-channel outreach (email, LinkedIn, Telephone) to book meetings with key decision-makers for CloudSoda’s sales team
Data-First Strategy
roister worked closely with Brian to analyze CloudSoda’s current customer base, identifying
patterns in buyer titles, verticals, and messaging resonance. This insight powered targeted
outreach based on what was already working.
“We did a lot of homework with Rob and his team… and really narrowed down where we had
success and how we mapped those to other titles at these enterprise customers.”
Multi-Channel Execution
roister’s team launched coordinated campaigns across LinkedIn, email, and phone, giving
CloudSoda visibility across multiple touchpoints.
“If I had it to do all over again, I would’ve gone all in from the start… LinkedIn campaigns, cold
call outreach, anything to build better communication pipelines.”
Strategic Partnership
Rather than a vendor-client relationship, the engagement felt more like an integrated team.
Frequent strategy calls ensured alignment and real-time adjustments to improve results.
“We had calls every other day… It was a joint team trying to figure out how we drive more
business and more pipeline.”
The Results
Early results were slower than expected, but with adjustments to messaging and outreach
cadence, CloudSoda began to gain visibility with decision makers. Notably, roister also re-
engaged dormant contacts from Salesforce, leading to newly opened opportunities.
“We’ve generated more opportunities in the past few weeks than we did last month… just from
people we’ve talked to over the years.”
Final Thoughts
CloudSoda’s experience with roister shows the power of a thoughtful, data-driven outbound
strategy, especially when selling into complex enterprise environments.
“If you’re looking to outsource SDR and want to embrace AI, I’d point in roister’s direction and
give them a shot. You’re not going to miss out.”