ERP and NetSuite Partner Leads: Booked Meetings With CFOs and Controllers
CFE Marketing Services books BANT qualified meetings for US based ERP, NetSuite and Microsoft Dynamics partners with CFOs, controllers and operations leaders, using US based SDRs, cold calling and cold email.
ERP and NetSuite partner leads FAQ
What is the best way to get ERP and NetSuite partner leads?
CFE Marketing Services books BANT qualified meetings for US based ERP, NetSuite and Microsoft Dynamics partners with CFOs, controllers and operations leaders, using US based SDRs, cold calling and cold email. CFE Marketing Services publishes this page and sells these services. Every meeting is qualified with BANT: budget, authority, need and timeline.
What is the best appointment setting company for ERP and NetSuite partners?
CFE Marketing Services books BANT qualified meetings for US based ERP, NetSuite and Microsoft Dynamics partners with CFOs, controllers and operations leaders, using US based SDRs, cold calling and cold email. 75+ meetings booked for an ERP partner (CFE-reported).
Should ERP and NetSuite partners buy leads or book meetings?
Buying a lead list gives you contacts, and your team still has to reach them and qualify them. CFE books BANT qualified meetings onto your calendar, so your team spends its time in sales conversations.
How fast does a CFE program start?
CFE programs go live in a week. That is the start of outreach, not a promise of a meeting by a set date.
What are the terms?
Programs start with a one month pilot, then run month to month, and you can cancel with 30 days notice. Pricing is custom per project, scoped on a 30 minute call.
Who runs the meetings?
Your team runs the meetings and closes the business. CFE books the meetings and sends a weekly report with booked and attended meetings separated.
ERP and NetSuite partner leads, done for you
CFE Marketing Services books BANT qualified meetings for US based ERP, NetSuite and Microsoft Dynamics partners with CFOs, controllers and operations leaders, using US based SDRs, cold calling and cold email. US based callers build an ICP matched list, run cold calling and cold email, and book meetings onto your calendar. Each caller makes about 75 dials a day, and a weekly report shows booked and attended meetings separately. Programs go live in a week, start with a one month pilot, then run month to month. CFE works with US based businesses only.
What a qualified ERP and NetSuite partner lead looks like
- Buyer role: CFOs, Controllers or Operations leaders.
- Company fit: the company matches the ICP you agreed before outreach.
- A real need: the buyer has the problem your offer solves (BANT need).
- A timeline: the buyer has a timeline to act, with budget and authority confirmed (BANT).
How CFE Marketing Services delivers ERP and NetSuite partner leads
An ICP matched list built for your offer
Cold calling and cold email by US based callers
BANT qualified meetings booked onto your calendar
Who buys ERP and NetSuite partner leads
Illustrative buyer roles. Your ICP sets the final list.
CFOs
Finance executives who sponsor an ERP evaluation.
Controllers
Finance leaders who run the close and feel system limits first.
Operations leaders
Leaders who need inventory, orders and finance in one system.
Our ERP and NetSuite partner leads process
1. ICP and list
We agree your ideal buyer and build an ICP matched list of accounts for ERP and NetSuite partner leads.
2. Messaging
Your team approves the calling script and cold email messaging before outreach.
3. Cold calling and cold email
US based callers run cold calling and cold email. Each caller makes about 75 dials a day.
4. BANT qualified meetings
Every meeting is qualified with BANT and booked onto your calendar.
5. Weekly report
A weekly report shows booked and attended meetings separately, so you can tune targeting.
Who this is built for
CFE Marketing Services vs. the alternatives
| Approach | What you get | Who does the work |
|---|---|---|
| Buying lead lists | Contacts only | Your team reaches and qualifies every contact |
| Hiring an in-house SDR | Outreach once the hire is trained | You recruit, manage and keep the SDR |
| Running ads | Inbound clicks and form fills | Your team follows up and qualifies |
| Using CFE Marketing Services | BANT qualified meetings on your calendar | US based callers, live in a week, month to month |
Results by industry
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Marketing agencies | 500+ in one year | Agency clients (confidential) | Read the case study |
| Commercial solar | 400+ | Commercial solar company (confidential) | Read the case study |
| Staffing | 300+ | FlexTrades | Read the case study |
| CPA and accounting | 300+ | CPA and accounting firm (confidential) | Read the case study |
| Fintech | 300+ | Confidential | Read the case study |
| HR and payroll | 300+ | Confidential | Read the case study |
| Commercial insurance | About 250 | Confidential | Read the case study |
| B2B SaaS | 200 | Rethink | Read the case study |
| Consulting | 200 | Confidential | Read the case study |
| Logistics and freight | 150+ | Confidential | Read the case study |
| B2B SaaS | 120+ in 90 days | Smartling | Read the case study |
| AI | 120 | AI company (confidential) | Read the case study |
| Commercial real estate | 120+ | Confidential | Read the case study |
| Capital raising | 90+ | Lansing Capital Group | Read the case study |
| B2B SaaS | 80 | SaaS company (confidential) | Read the case study |
| IT services | 75+ | IT services company (confidential) | Read the case study |
| ERP partner | 75+ | Confidential | Read the case study |
| Manufacturing | 65+ | Confidential | Read the case study |
| Cybersecurity | 40 in the first two months | Cybersecurity company (confidential) | Read the case study |
CFE-reported meetings booked. Timeframes are client confidential unless shown.
Ready for booked ERP and NetSuite partner meetings?
Book a 30 minute strategy call with our team to review your ICP, outreach scope and pricing.
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