Do you provide or use our contact lists?
We’re flexible and can work with either option—your in-house contact lists or data that we source on your behalf. If you already have a contact list, we’ll review it for completeness, accuracy, and GDPR compliance before launching any campaign. If you need new data, we work with trusted suppliers to source targeted, permission-based contact lists aligned with your ideal customer profile. Whether it’s B2B or B2C, we ensure the data is relevant, verified, and tailored to the specific criteria you’ve defined, such as industry, job role, or geographic location. All data is cleansed and formatted for efficient use within your CRM or reporting system. In many cases, clients opt for a combination—providing their own lists while we supplement with fresh contacts to expand reach. Whichever route you take, our focus remains on high-quality data that fuels successful conversations and delivers measurable outcomes.
How do you update customer data?
We update customer data as part of our live calling process. During each call, our agents confirm and correct key contact details—such as name, phone number, job title, and email address—as well as gather new insights, like decision-making role or interest level. This information is recorded in real time and updated in your preferred format, whether that’s a CRM system, shared document, or structured report. We also flag outdated or incorrect entries, helping you maintain a clean, accurate database over time. Regular data updates improve campaign targeting, boost conversion rates, and ensure your marketing and sales efforts are based on reliable insights. If required, we can also carry out dedicated data cleansing projects ahead of a campaign launch, ensuring your lists are campaign-ready. Keeping data fresh not only supports compliance but also makes future campaigns more effective and cost-efficient.
Do you integrate with our CRM system?
Yes, we can integrate directly with your CRM system or work alongside it using custom workflows. Our team is familiar with many leading platforms such as Salesforce, HubSpot, Zoho, and Microsoft Dynamics, and we can enter leads, call notes, and follow-up actions directly into your system. This ensures all activity is recorded in real-time, providing your sales team with full visibility and continuity. If you prefer, we can also provide structured data exports for manual upload. During onboarding, we’ll agree on data fields, permissions, and update frequencies to match your internal processes. For businesses without a CRM, we supply easy-to-navigate spreadsheets and summaries to keep you informed. CRM integration supports smoother communication, better lead tracking, and stronger collaboration between sales and marketing. It also reduces admin time for your team and ensures valuable prospect data is never lost or overlooked.
How do you manage duplicate records?
Duplicate records can create confusion and reduce campaign effectiveness. That’s why we take proactive steps to identify and manage duplicates before and during any campaign. If we’re working with your existing data, we run a deduplication process during the preparation phase—matching fields like email, company name, and phone number. If we’re sourcing new data, we cross-check against previous lists and current CRM entries to avoid overlaps. During live calling, agents also verify details and flag potential duplicates based on real-time conversations. Any duplicates found are either merged or flagged for review, depending on your preferences. We maintain clear audit trails so your database stays clean and organised. Reducing duplication not only helps avoid contacting the same person twice (which can damage credibility) but also improves reporting accuracy and gives you a true picture of campaign performance.
Do you provide reports and analytics?
Yes, comprehensive reporting and analytics are standard with every campaign. We provide clear, actionable summaries that include metrics such as number of calls made, contacts reached, qualified leads generated, appointments booked, and common objections encountered. Reports can be customised to your requirements and delivered in your preferred format—daily, weekly, or at specific milestones. We also include qualitative insights, such as notes from conversations, feedback trends, and suggestions for improving messaging or targeting. If we’re working within your CRM, we can generate reports directly from your system for real-time updates. Our goal is to keep you fully informed about progress and performance, with data that supports both short-term decision-making and long-term strategy. Transparent analytics help you measure ROI, identify high-performing segments, and refine future campaigns for even better results.
Can you segment the data by criteria?
Absolutely. Data segmentation is a key part of how we deliver targeted, effective telemarketing campaigns. We can segment your data by multiple criteria including industry sector, company size, job role, buying stage, geographic location, or previous engagement level. This allows us to tailor messaging and approach for each segment, improving relevance and response rates. For example, we might use one script for business owners in the West Midlands and another for operations managers in larger national firms. Segmentation also enables you to test messaging across different audiences, prioritise high-value leads, or run phased campaigns by segment. Whether you’re using our data or your own, we ensure it’s structured and organised to support accurate targeting. This personalised approach helps drive more meaningful conversations and better results from your campaign investment.
Do you cleanse and verify data?
Yes, we provide full data cleansing and verification services to ensure your contact lists are accurate, compliant, and campaign-ready. Cleansing includes removing duplicates, correcting formatting issues, standardising fields, and flagging invalid or outdated entries. Verification involves checking key contact details—such as phone numbers, email addresses, and job titles—either manually or through live calls. This process ensures you’re not wasting time or budget on unreachable or irrelevant contacts. For businesses using older lists or data collected from multiple sources, cleansing and verification are especially important to maintain quality and compliance. If you’re planning a campaign and haven’t reviewed your data recently, we can carry out this process as a standalone service or as part of a broader engagement. Clean data improves call efficiency, reduces bounce rates, and protects your brand reputation during outreach.
How often is data updated?
We update data continuously during live campaigns. Each time our agents speak to a contact, they verify existing details and capture any changes—such as new job roles, updated contact information, or business focus shifts. Between campaigns, we recommend refreshing your database at least quarterly to keep pace with turnover and market changes. If you’re using our sourced data, it’s updated before delivery to ensure it’s as fresh and accurate as possible. For ongoing campaigns or larger data sets, we can establish a schedule for regular updates, ensuring your CRM stays aligned with real-world changes. Accurate, timely data ensures you’re always working with reliable insights and reduces wasted effort in sales and marketing. Keeping your contact lists fresh also helps you remain GDPR compliant and responsive to audience needs.
Can you manage opt-out requests?
Yes, we take data compliance seriously and manage all opt-out and do-not-contact requests efficiently and securely. If a contact asks not to be called again or requests data removal, we log the request immediately and update our records and calling lists to ensure they are not contacted in future. We also share these requests with your team or CRM so your internal database remains accurate and compliant. Our calling platforms can suppress flagged contacts automatically, reducing the risk of repeat contact. Managing opt-outs is not just a legal obligation under GDPR and PECR—it’s also a key part of maintaining your brand’s reputation and trustworthiness. We train our agents to handle these requests respectfully and record them properly. If required, we can also provide monthly or campaign-end summaries of all opt-outs for your records.
