INFORMATION TECHNOLOGY & SERVICES
How AUTOMATION ANYWHERE achieved a 72% response-to-meeting rate with Outbound System
72% response-to-meeting rate
meetings booked in 4 months
Average Replies Per Month
Outbound channel used
CLIENT REVIEW
Hear it straight from the client

David Morrison
Director of Global Lead Generation at AUTOMATION ANYWHERE
THE CHALLENGE
Where they were stuck
Automation Anywhere sells enterprise RPA into long, multi-stakeholder sales cycles. Deals stall unless outreach starts with leaders who own both the process pain and the budget, and traditional cold calling wasn't reaching them.
Enterprise deals stall unless outreach starts with stakeholders who own the problem and the budget.
IT teams evaluate technology but rarely initiate purchases, so targeting had to reach operations leaders.
Traditional cold calling wasn't producing senior-level conversations.
THE SYSTEM WE BUILT
How we solved their problems
Target operational pain, not job titles
Lists targeted large organizations in financial services, healthcare, manufacturing, and logistics with heavy manual process bottlenecks, the environments where automation ROI is most dramatic and most measurable. Sequences engaged C-suite and VP-level operations leaders who own process efficiency, not IT teams who evaluate technology but rarely initiate purchases.
Lead with deployment proof
Messaging skipped generic time-savings claims in favor of specific ROI metrics from enterprises of comparable size and complexity that had already deployed Automation Anywhere. LinkedIn ran in parallel at the senior leadership level. Mid-campaign, response data showed that systematic outbound prospecting for senior leaders was outperforming traditional SDR-style cold calling, so the channel mix pivoted accordingly.
Replace cold calling with a scalable system
The campaign generated 48 qualified responses per month and booked 35 meetings in 4 months with enterprises actively exploring automation. More importantly, it gave the team a repeatable framework: in David Morrison's words, pivoting to replace cold calling has yielded exciting new clients.
Enterprise RPA sales cycles are long, complex, and involve multiple stakeholders, which means outbound has to start conversations at the right level with prospects who have both the pain and the authority to act. We built prospect lists targeting companies with operational complexity and manual process bottlenecks: large organizations in financial services, healthcare, manufacturing, and logistics where automation ROI is most dramatic and most measurable. Cold email messaging led with implementation-specific proof. Not "automation saves time" but specific ROI metrics from enterprises of comparable size and complexity that had already deployed Automation Anywhere. Sequences were structured to engage C-suite and VP-level operations leaders who own process efficiency, not IT teams who might evaluate technology but rarely initiate purchases. LinkedIn outreach ran in parallel at the senior leadership level, building visibility through executive engagement and thought leadership content on operational transformation. The approach evolved mid-campaign based on response data: early engagement indicated that replacing cold calling with systematic outbound prospecting by senior leaders generated higher-quality conversations than traditional SDR outreach, so we pivoted the channel mix accordingly. The campaign generated 48 qualified responses monthly and 35 meetings in 4 months with enterprises actively exploring automation, and more importantly, built a pipeline framework that Automation Anywhere adopted as a complement to their internal team.
Outbound System ran the program end to end: targeting, messaging, infrastructure, and optimization. The campaign generated 48 qualified responses per month and 35 booked meetings in four months, and replaced traditional cold calling for senior leadership outreach.
FAQ
Frequently asked questions
Common questions about this case study, answered.
How does outbound work for enterprise RPA sales?
Start where the authority is. The campaign engaged C-suite and VP-level operations leaders who own process efficiency, and led with deployment-specific ROI proof from comparable enterprises instead of generic automation claims.
What results did Automation Anywhere get?
48 qualified responses per month and 35 booked meetings in four months, with the program expanding senior leadership conversations and replacing traditional cold calling in the channel mix.
Why did Automation Anywhere move away from cold calling?
Mid-campaign response data showed that systematic outbound prospecting for senior leaders produced higher-quality conversations than traditional SDR cold calling, so the mix pivoted, and the pivot yielded new clients.
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20
meetings booked in 4 months
27%
Reply Rate
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"Getting leads to have the actual appointments - that's not difficult anymore."
Darren Gleeman
Managing Partner at MBO VENTURES

INTUIFY
MARKET RESEARCH FIRM
15
meetings booked in 3 months
64
Average Replies Per Month
Strategy
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"We were with Outbound System before and got great results. Now we are back. You have someone dedicated to your account who reaches out and is a resource. Their proven system works wonderfully!"
Kevin Karthy
CEO and Co-Founder at INTUIFY


