
Closed
Posted
Paid on delivery
I’m bringing a subscription-based, cloud ERP platform to market and need help filling my calendar with discovery calls. My focus is squarely on medium-sized enterprises, so every meeting you book should put me in front of an operations, finance, or IT decision-maker from that segment. The objective is lead generation rather than closing deals on the call—once you secure the slot, I’ll take it from there. You’ll receive a concise brief on our value proposition, an ideal-customer profile, and access to my CRM so each interaction is tracked. Typical outreach channels include phone, email sequences, and LinkedIn; I’m open to whichever mix you know will convert for cloud-based ERP. Deliverables I’ll review weekly: • A verified calendar invite for each qualified prospect, complete with contact details and discovery notes. • CRM updates showing call outcome and next steps. If you’ve successfully set appointments for SaaS, ERP, or other B2B tech before, let’s talk and get this campaign underway.
Project ID: 40699610
50 proposals
Remote project
Active 4 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
50 freelancers are bidding on average $425 USD for this job

Hello, I am Dr. Rajesh Rolen, PhD in Computer Science & Engineering, with experience of over 20+ years in CRM As a preferred freelancer in the top 1%, I have done 400+ projects here on freelancer.com, I have 4.9 ratings out of 5 on average, which showcases my quality of work and timely delivery. Key Highlights: - Free Hosting Support on the Cloud or any desired platform. - Free 3 months of post-delivery support to ensure that our client doesn’t face any challenges after the launch of the project. - Free Dedicated tester on projects to ensure quality delivery, so clients don’t need to act as a tester. - 10+ Years experience UI/UX team to ensure intuitive UI. Portfolio: https://www.freelancer.com/u/Microlent Please open the chat and send me a message, so we can have a more detailed discussion about the project to give you the project timeline and cost. Thank you for considering my services. I look forward to engaging in a productive conversation and understanding how I can be of assistance in bringing your project to life. Regards Rajesh Rolen
$500 USD in 10 days
7.0
7.0

Hello, I can help generate qualified B2B appointments for your cloud ERP platform, focusing specifically on medium-sized companies and decision-makers in operations, finance, and IT. I’ll use your ICP and value proposition to identify relevant prospects rather than sending generic outreach. I can handle prospect research, qualification, personalized email/LinkedIn outreach, follow-ups, and CRM updates. Each booked meeting will include verified contact details and useful discovery notes so you know exactly who you’re speaking with. My focus will be on quality appointments and relevant decision-makers, not just filling your calendar. I’m ready to start with your existing CRM and outreach process.
$250 USD in 1 day
3.6
3.6

I have experience with B2B lead generation and appointment setting for SaaS and technology businesses, using targeted outreach across email, LinkedIn, and calls. I’ll focus on qualified operations, finance, and IT decision-makers, keep your CRM updated, and book meetings that match your ICP.
$500 USD in 7 days
3.3
3.3

MID-MARKET ENTERPRISE EXECUTIVES DO NOT BOOK ERP DISCOVERY CALLS FOR GENERIC SOFTWARE DEMOS—THEY BOOK THEM TO ELIMINATE OPERATIONAL BOTTLENECK COSTS. Securing calendar slots with CFOs, COOs, and IT Directors requires targeting active migration triggers like legacy system downtime, manual reporting overhead, and multi-entity consolidation friction. Pitching measurable efficiency outcomes opens high-value discovery meetings. Executing your Cloud ERP appointment-setting engine follows a 3-part outbound workflow: Account Sourcing & Contact Enrichment: Identify medium-sized enterprises fitting your ideal customer profile (ICP). Extract verified direct dials and work emails for C-level and VP-level Finance, Operations, and IT decision-makers. Multi-Channel Prospecting Sequences: Deploy targeted 4-touch campaigns across LinkedIn Sales Navigator and cold email, framing your Cloud ERP around immediate ROI, deployment speed, and total cost of ownership (TCO) reductions. Qualification & Calendar Booking: Engage inbound responses, qualify current software stack pain points and team size, and log verified discovery meetings directly into your CRM with detailed prospect notes. Which specific legacy ERP platforms or operational bottlenecks (e.g., inventory tracking, financial reporting) does your solution replace most effectively?
$500 USD in 7 days
2.8
2.8

Hi, The real challenge with Cloud ERP outreach is getting in front of the right decision-maker, not simply generating a large number of leads. I can help build a qualified pipeline of medium-sized businesses and turn the right prospects into booked discovery calls. I’ll identify Operations, Finance, and IT decision-makers, verify their contact details, and use a focused mix of LinkedIn, email, and phone outreach. I’ll qualify their interest, handle follow-ups, book only relevant appointments, and keep your CRM updated with call outcomes, notes, and next steps. I can start with a small pilot so you can evaluate the lead quality and appointment-setting process before scaling the campaign. Send me a message, click Chat, and let’s discuss the next step. I’m available to start now. Warm Regards, Muhammad
$250 USD in 7 days
2.7
2.7

Hello! I specialize in B2B lead generation and appointment setting for SaaS/technology, using targeted calling, email, and LinkedIn outreach to reach genuine operations, finance, and IT decision-makers. I’ll qualify every prospect against your ICP, secure verified discovery calls, and keep your CRM fully updated with actionable notes and next steps. With 8+ years of experience in Excel, QuickBooks, and data automation, I create accurate, efficient, and user-friendly solutions tailored to your business needs. Expertise: Advanced Excel formulas, dashboards, PivotTables, data analysis, VBA/Macros, Google Sheets automation, QuickBooks bookkeeping, transaction management, reconciliations, payroll, income/expense tracking, and financial reporting. You’ll receive clean, accurate, fully editable, and well-structured files, with clear communication and reliable delivery. Portfolio: https://www.freelancer.com/u/muhammadj121 Best regards, Junaid
$250 USD in 4 days
1.3
1.3

Hi, I am a professional web developer and I can do this project "Cloud ERP Lead Appointment Setting", I have 5 years of experience in web development. I have done many projects like this. I can do this job for you. I can start right now. Please contact me. Thanks
$250 USD in 2 days
3.0
3.0

For a cloud ERP appointment-setting campaign, the key is not simply generating conversations—it’s getting the right operations, finance, and IT decision-makers into qualified discovery calls and keeping every interaction cleanly tracked in the CRM. My background in SaaS development, enterprise applications, cloud infrastructure, and systems architecture gives me a strong understanding of the technical and operational problems ERP buyers are evaluating. I’ve worked as a Senior SaaS Developer and Senior Software Architect, including work involving enterprise web applications, backend systems, APIs, cloud deployments, performance optimization, and infrastructure design. That technical context would help me have credible conversations with prospects rather than relying on a generic sales script. I can adapt the outreach sequence across phone, email, and LinkedIn around your ICP and value proposition, qualify prospects against the agreed criteria, and make sure booked meetings include the relevant contact information and useful discovery context. I’d also want to align on three things before starting: which company-size/industry segments have the highest priority, what specific qualification criteria make a prospect meeting-worthy, and which CRM/outreach tools are already configured. If the campaign is built around those criteria, I can focus the outreach on producing genuinely qualified conversations rather than simply increasing appointment volume.
$250 USD in 1 day
0.6
0.6

GIVE ME 30 SECONDS TO SHOW YOU WHY I'M THE RIGHT FIT FOR THIS PROJECT. Recently, I secured 15 qualified discovery calls for a cloud-based ERP company within a month, leading to a 30% increase in their pipeline. My approach focused on targeted outreach, resulting in high engagement from decision-makers. With over five years of experience in appointment setting for SaaS and ERP solutions, I understand the nuances of engaging with operations, finance, and IT leaders in medium-sized enterprises. I recognize your goal of filling your calendar with qualified leads. By leveraging tailored messaging and a strategic mix of outreach channels, I will ensure every meeting is valuable. My commitment is to maintain clear communication and provide weekly updates on progress, ensuring alignment with your expectations. I look forward to driving your lead generation success. The difference between an average result and an exceptional one is usually decided before the work even begins. Regards Patrick
$400 USD in 7 days
2.9
2.9

Hi - Jordan here "CLOUD ERP LEAD APPOINTMENT SETTING" , you need discovery calls with operations, finance, and IT decision-makers from medium-sized enterprises. I'd build a tight ICP-based outreach engine across phone, email, and LinkedIn, then sync every reply and booked meeting into your CRM so no qualified conversation slips through. Each prospect will carry company size, role fit, contact details, and outreach history, with a verified calendar invite and accurate CRM next steps used as the acceptance test. What response signal matters most for your ERP, pain around reporting, process control, or system replacement? Looking forward to work with you
$250 USD in 7 days
0.0
0.0

As a B2B Marketing expert, I fully understand the unique challenges involved in promoting the adoption of enterprise software like yours. I have extensive experience converting potential clients into high-quality leads, ensuring your pipeline is consistently filled with meetings that matter. From phone, email sequences to LinkedIn outreach, I’ve got you extensively covered - guaranteeing each interaction is accurately tracked in your CRM. Moreover, I'm well-acquainted with lead generation for SaaS-based solutions and can quickly grasp and communicate your value proposition and ideal-customer profile. My previous client projects place me in a unique position to generate high-value leads for cloud ERP platforms such as yours among medium-sized enterprises. What's more? In partnering with me you don't just get a traditional marketer; you get an agile strategic partner who understands design and storytelling which could come quite handy especially while developing pitch decks or marketing creative. In conclusion, my fluency in B2B tech marketing - backed by a vivid understanding of the cloud ERP landscape and my knack for motivating operational, finance, or IT decision-makers - would not only befit this project but also prove invaluable to its success. Let's connect and discuss further on how we can rise above the crowd by leveraging my unique skill set to fill your calendar with valuable discovery calls.
$500 USD in 7 days
0.0
0.0

Consider this ✍️I see you are looking for help filling your calendar with discovery calls for your cloud ERP platform. What usually matters is targeting the right decision-makers like operations, finance, or IT leads. A common issue with lead generation like this is ensuring each interaction is tracked and follows up properly. I have worked on similar appointment-setting campaigns where I focused on engaging mid-sized enterprises. So I know the importance of getting in front of qualified prospects. My approach would involve: • Utilizing email sequences tailored for cloud ERP outreach. • I would engage prospects through LinkedIn to maximize visibility. • I would ensure CRM updates reflect call outcomes accurately. • Following up promptly to keep the pipeline active. • Scheduling verified calendar invites for each qualified prospect. How do you currently track the effectiveness of your outreach? Best, Kurt.
$350 USD in 5 days
0.0
0.0

Hi there! Filling a calendar with real discovery calls for medium-sized enterprises is very different from just booking any meeting, it takes reaching the right operations, finance, or IT decision-maker, not just anyone who picks up the phone. I've worked on B2B appointment setting and lead generation before, using a mix of phone, email sequences, and LinkedIn outreach tailored to the ideal-customer profile provided, with everything tracked through CRM so nothing falls through the cracks. I understand the goal here is qualified discovery calls, not closing, so my focus stays on getting the right person on the calendar with solid context, not just volume. For this project, I'll start by reviewing your value proposition and ICP so outreach messaging lands correctly with ops, finance, and IT decision-makers. I'll run outreach across your preferred channels, book verified calendar invites with contact details and discovery notes, and keep your CRM updated with outcomes and next steps so you can review progress weekly. Check our work https://www.freelancer.com/u/ayesha86664 Could you share the brief and ICP now so I can start outreach right away once we begin? Let me know if you're interested and we can discuss it. Best Regards Ayesha
$345 USD in 3 days
0.0
0.0

Hi! I can execute a targeted B2B lead generation and appointment setting campaign to fill your calendar with qualified discovery calls from decision-makers (Operations, Finance, and IT) in medium-sized enterprises—utilizing personalized LinkedIn outreach, cold email sequences, and phone follow-ups tailored to your cloud ERP value proposition, while managing and updating all prospect interactions directly in your CRM and delivering verified calendar invites with comprehensive discovery notes. Which specific regions or countries are you aiming to target for this initial campaign? Thanks
$450 USD in 7 days
0.0
0.0

Hi, Building pipeline for a cloud ERP in the mid-market segment is a different game than selling SaaS to SMBs — the buyers are operations, finance, and IT leaders, and they don't take meetings from strangers easily. I get that, and that's exactly the kind of appointment setting I can support. I've spent 7+ years working inside the same ecosystem you're selling into — CRM and ERP applications, custom business platforms, and integrations — so I can speak the language your prospects care about (multi-entity accounting, role-based permissions, API integrations, cloud deployment) without you needing to script it for me. Pairing that domain knowledge with B2B outreach across phone, email, and LinkedIn is where I tend to land discovery calls that actually show up. Here's how I'd approach it: start with a tight ICP and value-prop brief, build a segmented list of mid-market operations/finance/IT decision-makers, run multi-touch sequences with personalized hooks around ERP pain points, and log every interaction in your CRM so your pipeline stays clean and your weekly review is just a numbers conversation. A couple of quick questions before I dig in: which regions or verticals are you prioritizing first, and do you have an existing CRM (Salesforce, HubSpot, Odoo, etc.) that you want me working directly inside? Best Regards, Hakimuddin Saifee
$365 USD in 5 days
0.0
0.0

Hello, I am Mohammed From Tampa, FL. Filling your calendar with qualified leads is essential for launching your cloud ERP platform effectively. With a strong background in B2B appointment setting for SaaS solutions, I've successfully engaged C-level decision-makers to drive interest and secure valuable meetings. I'll employ a targeted approach using your ideal-customer profile. By utilizing a mix of phone outreach, tailored email sequences, and strategic LinkedIn engagement, I'll ensure high conversion rates. Each engagement will be tracked in your CRM to maintain clarity on outcomes and next steps. I’ve set appointments for similar projects, consistently increasing lead generation efficiency. What unique value propositions should I emphasize to differentiate from competitors during outreach? >> hidden requirement: none Thank you.
$250 USD in 3 days
0.0
0.0

I will build a targeted appointment-setting campaign focused on medium-sized enterprises, reaching operations, finance, and IT decision-makers through phone, personalized email sequences, and LinkedIn. I will first refine the ICP and decision-maker criteria from your brief, then segment prospects by company size, industry, role, and ERP needs so outreach stays highly qualified. I will create personalized messaging around the cloud ERP value proposition and use a multi-channel sequence to generate interest without trying to close the prospect during the initial conversation. 3.1 I will handle common challenges such as gatekeepers, low response rates, outdated contact data, and prospects already using competing ERP systems by testing messaging, refining targeting, and using appropriate follow-ups. 3.2 For every interested prospect, I will verify the contact, confirm their role and qualification, schedule the discovery call, and add useful discovery notes so you have context before the meeting. I will maintain accurate CRM records after every interaction, including outreach status, call outcome, qualification details, scheduled meetings, and next steps.
$500 USD in 7 days
0.0
0.0

As a seasoned Full Stack Developer and Mobile App Developer, I've developed a deep understanding of how businesses leverage technology to drive growth and achieve their objectives. This includes optimizing and effectively using CRM systems, which is a crucial aspect in your lead generation process. I'm confident that my skill in this area will play an instrumental role in keeping your campaign organized and delivering the desired results through efficient tracking, outcome analysis, and effective follow-ups. Additionally, my extensive experience in building responsive websites, RESTful APIs, and cross-platform apps places me in a unique position to optimize your outreach channels for lead generation. Whether it's crafting persuasive email sequences or leveraging LinkedIn for generating quality leads in the medium-sized enterprise space like yours, my expertise ensures that we'll maximize value from every interaction. To summarize, my comprehensive technical skills along with an innate understanding of designing robust and efficient systems would significantly contribute to the success of this project. I am excited by the opportunity to help you bring your subscription-based cloud ERP platform to market, making significant strides by setting appointments with key decision-makers - something I have a proven track record in doing. Let's discuss how we can get started!
$500 USD in 7 days
0.0
0.0

Hello, What decides whether ERP appointment-setting works is that ERP is a trigger-driven purchase, not an impulse. Nobody books a discovery call about a new ERP because a clever email landed on a Tuesday. They book because something broke now: they outgrew QuickBooks or spreadsheets, a legacy on-prem ERP is going end-of-life, there was a merger, a failed audit, or sudden growth. So the best-converting outreach targets those signals, recent funding, hiring a controller or ERP roles, M&A news, and leads with that pain, not your feature list. Second, the real deliverable is not booked slots, it is slots that show up and fit. The trap is vanity meetings, a calendar of people with no budget, authority, or real need, which just burns your time. So I qualify against your ICP, size, role, and a real trigger, before booking, capture that trigger in the discovery notes so you walk in warm, and run a reminder sequence to cut no-shows, which mid-market execs do often. Third, channel mix. For this segment a coordinated LinkedIn, email, and phone sequence beats any single channel, and the message changes by persona: finance cares about close time and compliance, IT about integration and migration, ops about throughput. Same account, three angles. One question: which trigger best marks your ideal prospect, outgrowing an entry-level system, replacing a specific legacy ERP, or post-funding growth, and is finance, ops, or IT the primary buyer? That focuses the whole targeting.
$300 USD in 3 days
0.0
0.0

Booking qualified discovery calls for mid-market cloud ERP requires a fundamentally different approach than generic software outreach. Operations, finance, and IT decision-makers ignore generic feature lists because replacing an ERP carries significant fear of migration downtime. High-converting outreach addresses acute operational friction instead, opening conversations around manual month-end reconciliation bottlenecks, disconnected inventory silos, or rising legacy maintenance costs. Our outbound workflow identifies verified decision-makers matching your ideal customer profile. We deploy coordinated cadences across LinkedIn and personalized email sequences, using secondary domains with warm-up protocols to safeguard your primary domain deliverability. Each prospect is qualified against agreed company size and pain points before booking into your calendar. We update your CRM with discovery notes and current software stack insights so you enter every call ready to demo. In similar B2B SaaS campaigns, this focus delivered qualified meetings with low no-show rates. Which geographic markets and industry verticals are you targeting, and what criteria define an accepted discovery meeting? Ridwaan M
$250 USD in 7 days
0.0
0.0

Cumming, United States
Payment method verified
Member since Jan 26, 2022
$30-250 USD
$750-1500 USD
$30-250 USD
$50-5000 USD
$30-250 USD
₹1500-12500 INR
₹600-1500 INR
₹750-1250 INR / hour
£20-250 GBP
₹600-1000 INR
$15-25 USD / hour
₹1500-12500 INR
₹600-1500 INR
$3000-5000 USD
₹12500-37500 INR
$8-15 USD / hour
₹12500-37500 INR
$10-10000 AUD
₹750-1250 INR / hour
$2-8 USD / hour
$30-250 SGD
₹750-1250 INR / hour
₹500000-1000000 INR
$30-250 USD
$2-8 AUD / hour