Case Study: Sherpa Software (E‑Discovery software provider) achieves high‑quality, targeted top‑of‑funnel leads for a new vertical with LeadGenius

Sherpa Software - Customer Case Study

Sherpa Software, an E-Discovery and Information Governance provider with solutions deployed at over 3,500 organizations, needed to expand into a new vertical and fill the top of its funnel beyond a reliable inbound pipeline. Sherpa engaged LeadGenius for a custom lead generation program to identify new prospects and decision makers that matched their emerging ideal-customer profiles.

LeadGenius researchers monitored hundreds of news sources to spot companies involved in litigation, validated fit against Sherpa’s criteria, and compiled accurate contact and firmographic data for multi-touch email outreach, iterating targeting as insights surfaced. The LeadGenius program produced higher-quality top-of-funnel leads, improved efficiency across Sherpa’s long sales cycles, and enabled Sherpa to refine and scale its outreach to the right prospects.

Sherpa Software

Scott Friedman

Executive Vice President