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Customer Experience Expertise

We Help You Win Customers And Keep Them Happy

We provide comprehensive sales support—lead generation, inbound/outbound outreach, appointment setting, business & sales development, and market research. Our AI-Amplified™ customer support teams operate 24/7, assisting with diverse issues to deliver seamless experiences that build loyalty and repeat business.

What We Offer

01

Market Outreach and Lead Generation

Activities:

  • Define target profiles and outreach strategy
  • Enrich CRM with contact intelligence
  • Execute multi-channel campaigns
  • Qualify leads and book discovery meetings

Sales/CX Role:

  • Outreach Campaigns: Cold calling, emailing, and social engagement to generate interest
  • Prospect Research: Build and enrich lead lists
  • Lead Qualification: Score, route, and book with sales

Tools / Technologies Used:

  • ZoomInfo
  • LinkedIn Sales Navigator
  • Outreach
  • HubSpot
  • Salesforce
  • Public and Proprietary AI Tools

Involved Roles:

  • SDR / BDR (Execute outreach, qualify leads)
    Tools: Outreach, Salesforce, ZoomInfo
  • Data Researcher (Build ICP lists, enrich leads)
    Tools: LinkedIn, Apollo.io, Google Sheets
  • Campaign Coordinator (Schedule and track campaigns)
    Tools: HubSpot, Mailchimp
02

Sales Support and Pipeline Development

Activities:

  • Assist with quoting, RFPs, and proposal creation
  • Maintain CRM hygiene and reporting dashboards
  • Analyze pipeline health and sales KPIs

Sales/CX Role:

  • Sales Admin Support: Update deal stages and follow-ups
  • Proposal Management: Create and edit proposals
  • CRM Management: Clean, track, and report pipeline

Tools / Technologies Used:

  • Salesforce
  • HubSpot
  • PandaDoc
  • PowerBI
  • Excel
  • Public and Proprietary AI Tools

Involved Roles:

  • Sales Assistant (Manage CRM and follow-ups)
    Tools: Salesforce, Google Workspace
  • Proposal Writer (Prepare quotes and RFP responses)
    Tools: PandaDoc, Canva, Word
  • Sales Analyst (Report and analyze pipeline)
    Tools: PowerBI, Excel
03

Customer Experience and Support

Activities:

  • Deliver multichannel Tier 1/2 support
  • Troubleshoot product/service issues
  • Execute onboarding and success workflows
  • Capture feedback and manage satisfaction scores

Sales/CX Role:

  • Support Interaction: Respond to queries across channels
  • Escalation Management: Coordinate with Tier 2/tech teams
  • Success Outreach: Train and guide users through onboarding

Tools / Technologies Used:

  • Zendesk
  • Freshdesk
  • Intercom
  • Twilio
  • Aircall
  • Gorgias
  • Public and Proprietary AI Tools

Involved Roles:

  • Customer Support Agent (Handle Tier 1 tickets)
    Tools: Zendesk, Intercom, Gorgias
  • Tech Support Specialist (Resolve Tier 2 queries)
    Tools: Freshdesk, Loom
  • Customer Success Coordinator (Onboarding, outreach)
    Tools: Intercom, HubSpot
04

Feedback, Analysis & Retention

Activities:

  • Collect and analyze CSAT/NPS feedback
  • Recommend improvements from voice-of-customer
  • Drive renewals and upsells with success insights

Sales/CX Role:

  • CX Analytics: Survey management and interpretation
  • Success Reporting: Track engagement and outcomes
  • Retention Strategy: Deliver value-based check-ins

Tools / Technologies Used:

  • SurveyMonkey
  • Qualtrics
  • Google Forms
  • PowerBI
  • Public and Proprietary AI Tools

Involved Roles:

  • CX Analyst (Measure CSAT, feedback trends)
    Tools: Qualtrics, PowerBI
  • Account Coordinator (Assist in retention outreach)
    Tools: HubSpot, Gmail templates
  • Reporting Specialist (Dashboard builds)
    Tools: PowerBI, Excel
Get Sample Profile & Pricing

Stage | Key Customer Experience Roles

Stage

  • Market Outreach
  • Pipeline Development
  • Customer Engagement
  • Retention & Analysis

Key Roles

  • SDR, Researcher, Campaign Coordinator
  • Sales Assistant, Proposal Writer, Sales Analyst
  • Support Agent, Tech Support, Customer Success Rep
  • CX Analyst, Account Coordinator, Reporting Specialist

Comprehensive Remote Support for Sales & Customer Teams

Bold Business delivers scalable teams skilled in lead generation, pipeline management, customer success, and technical support. We help growth-focused companies drive engagement and increase conversion while aligning to your tools, metrics, and brand.

Management Process Support

Bold Business builds scalable marketing teams with deep channel expertise and agile operations. From strategy to execution, we help brands grow their reach, generate demand, and maximize return across every touchpoint and time zone.

Dedicated Team Leads and Campaign Managers

QA Programs and Creative Review Workflows

SOPs for Channel Execution and Campaign Cadence

Onboarding via Bold’s LMS

Custom Performance Dashboards via PowerBI

AI-First Approach
(People + Process + Tech)

Find Out More

Partner with Confidence: Experience the Bold Business Advantage

  • CRM-Integrated Sales & Support Execution
  • Multilingual, 24/7 CX Availability
  • U.S. Management with Global Cost Efficiency
  • AI-Augmented Sales and CX Workflows
  • Rapid Ramp-Up with Flexible Scaling

Frequently Asked Questions
(FAQs)

What roles do you provide in business development and customer experience?

SDRs, BDRs, sales assistants, proposal writers, CX agents, success coordinators.

Yes. We work in Salesforce, HubSpot, Zendesk, Freshdesk, and more.

Absolutely. We provide global, shift-based coverage across languages.

Most teams can launch in 1–2 weeks with rapid scale-up options available.

Yes. Every engagement includes custom SOPs, QA checklists, and PowerBI dashboards.

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Ready to Scale Smarter?

Let Bold Business show you how to accelerate your revenue and improve your CX using our AI-augmented execution model.

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