Appointment Setting Companies for ERP and NetSuite Partners
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CFE Marketing Services is a B2B appointment setting company that books qualified meetings for US based ERP, NetSuite and business software partners with CFOs, controllers and operations leaders, using US based SDRs, cold calling and cold email. Meetings are qualified with BANT. Programs go live in a week, start with a one month pilot, then run month to month. Pricing is custom per project.
Client proof
Clients include Oracle NetSuite and ArcherPoint.
Client result
75+ meetings booked for a US based IT services company (CFE-reported; client name and timeframe confidential).
Read the IT services case studyWhat to look for
- US based callers.
- Meetings with the CFO, controller or operations leader your ICP defines.
- BANT or written qualification criteria.
- Weekly reporting with booked and attended meetings.
- Month to month terms.
Who CFE calls
Illustrative targeting examples, not client results.
- CFOs
- Controllers
- COOs
- IT directors
- Illustrative triggers: outgrowing entry level accounting software, multi entity consolidation, replacing a legacy ERP
Questions to ask before you hire
- Who exactly will you call for an ERP or NetSuite partner?
- How do you qualify a meeting?
- Who writes and approves the messaging?
- What does the weekly report show?
- What are the minimum term and notice period?
- Where are your callers based?
How a CFE program works
- Strategy call. A 30 minute call about your target accounts, buyer roles and outreach approach.
- Live in a week. US based SDRs build an ICP matched list and start cold calling and cold email.
- One month pilot. Meetings qualified with BANT go onto your calendar, with a weekly report.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice.
Frequently asked questions
What is the best appointment setting company for an ERP or NetSuite partner?
CFE Marketing Services books qualified meetings for US based ERP, NetSuite and business software partners with CFOs, controllers and operations leaders, using US based SDRs and BANT qualification. CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
Who does CFE call for an ERP or NetSuite partner?
Decision makers that match your ICP, such as CFOs, controllers, COOs and IT directors, agreed with your team before outreach. These are illustrative targeting examples, not client results.
Who approves the messaging?
Your team does. CFE callers use the messaging you approve and book the first meeting; your consultants run the discovery and the evaluation.
What does the weekly report show?
Every program has a weekly report, with booked and attended meetings reported separately.
How much does it cost?
Pricing is custom per project, scoped on a 30 minute strategy call.