Blue Tractor Group

Blue Tractor Group
Financial Services
Company
Case Studies /
Blue Tractor Group

Industry

Financial Services

They have helped us quickly got up to speed on the nuances of the ETF industry.

Simon Goulet

Simon Goulet

Co-Founder

Overall Rating:

5.0

Scheduling

ON TIME / DEADLINES
5.0

Cost

VALUE / WITHIN ESTIMATES
5.0

Quality

SERVICES & DELIVERABLES
4.5

NPS

WILLING TO REFER
5.0

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Generated More Than 50 Leads Within Six Months

Verified
by
Blue Tractor Group

Survey

Background

Please describe your company and your position there.

Blue Tractor is an ETF technology services vendor. I am the Co-Founder.

Opportunity / Challenge

For what projects/services did your company hire AI bees?

Automated Lead Generation (B2B)


Solutions

How did you select this vendor?

Found them online. After a demo and review of references, we selected AI bees for an initial 3-month trial. Pricing was fair, and the promised deliverables were attractive to us.


Describe the scope of their work in detail.

  • Dedicated Account Manager
  • Lead Nurturing Team
  • IT Support from time to time.


Results & Feedbacks

Can you share any outcomes from the project that demonstrate progress or success?

We have generated 50+ leads over the past six months.

How effective was the workflow between your team and theirs?

Very effective - we have weekly calls despite multiple time zones. Also, leads are captured in a CRM that the AI bees team manages on our behalf.

What did you find most impressive about this company?

They have helped us quickly get up to speed on the nuances of the ETF industry.

Is there any area for improvement or anything that could have been done differently? What did you find most impressive or unique about this company?

Some glitches utilizing LinkedIn profiles, but those were quickly overcome by the AI bees team.

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