Sales Engagement Client Stories | Industry adoption & Deployment Successes

Mixmax helped Braintrust book more meetings with its email engagement tools. The team used Mixmax CTAs to make scheduling easier.... They found it more effective than sharing plain links. The integration with Tenor let them add GIFs to emails. This made their messages more engaging and fun. The team reported higher success with meeting bookings.
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FunnelFLARE helped Smart Solutions International automate sales follow-ups and save time for sales reps. SSI integrated FunnelFLARE with Salesforce to... build drip campaigns and automate webinar follow-ups. Salespeople now handle more prospects and spend less time on routine tasks. The company accelerated growth and expanded into new territories. FunnelFLARE’s integration flexibility and support were key benefits for SSI.
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TechCorp used Cockpit to scale their go-to-market team after a Series B funding round. Before Cockpit, their sales reps spent... 65% of their time on manual research and writing emails. Cockpit automated prospect research, personalized outreach, and follow-up sequences. This let TechCorp send 10x more personalized emails per week, from 20 to 200. The team now spends all their time on meetings and closing deals, not manual tasks.
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Scalestack used Mailshake to improve their cold email outreach. In their first year, they grew from $0 to $500K in... ARR. They focused on building a strong ICP and using quality data to target prospects. Mailshake helped them personalize and automate emails at scale. This led to faster revenue growth and better sales results.
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Apollo replaced Iru's disconnected sales tools with one workspace. The team saw a 20% increase in meetings booked. They now... book 20 extra meetings each month from automated follow-up on partial form fills. Each rep saves 5 hours per week by not switching tools. The sales team works faster and focuses better. Apollo's support helped Iru test and launch new ideas quickly.
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ConnectAndSell Lightning helped RingCentral boost sales conversations. Their lead qualification team saw up to 1,000 dials and over 50 conversations... a day, a 10x increase in output. The platform improved both the quantity and quality of sales calls. OutboundOnDemand let RingCentral test campaigns fast and handle spikes in lead volume. Metrics from ConnectAndSell made it easy to set targets and coach sales reps. RingCentral gained more pipeline and revenue using ConnectAndSell's sales acceleration tools.
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ConnectAndSell Lightning helped RingCentral boost sales conversations. Their lead qualification team saw up to 1,000 dials and over 50 conversations... a day, a 10x increase in output. The platform improved both the quantity and quality of sales calls. OutboundOnDemand let RingCentral test campaigns fast and handle spikes in lead volume. Metrics from ConnectAndSell made it easy to set targets and coach sales reps. RingCentral gained more pipeline and revenue using ConnectAndSell's sales acceleration tools.
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Revenue Accelerators helped 1010data boost sales and marketing results. 1010data needed to grow fast and reach more top executives in... Fortune 100 companies. Revenue Accelerators ran workshops and built value-based messaging for the C-Suite. 1010data saw a 1.5X greater pipeline, 115% larger deals, 3X more account conversations, and a 24X ROI. They also improved senior executive engagement by 40% and transformed into an insight-led sales team.
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Intelliverse helped a large data center services provider improve appointment setting and marketing intelligence. The client wanted more qualified meetings... and better brand awareness than their in-house team could deliver. Intelliverse provided a dedicated team and transparent reporting. In 6 months, they generated over 85 qualified prospect meetings, found 50 future interest prospects, and uncovered 35 competitor contracts. The program also disqualified 270 suspects and improved outbound prospecting results.
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Orum’s AI Coaching Suite helped Yottaa’s BDR team boost daily dials from 40 to over 175 per rep. The team sourced... 70% of meetings from cold calls, up from just 10% before using Orum. Two new reps generated $150K+ in pipeline in their first quarter. Orum’s AI Scorecards and analytics made coaching faster and more effective. The team hit their pipeline goals ahead of schedule with better sales enablement and call coaching.
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Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.
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Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.
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Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.
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Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.
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Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.
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Skyepack used Myphoner to improve their inside sales outreach to college faculty. Before Myphoner, sales calls were managed with spreadsheets... and phones, which was slow and hard to scale. Myphoner helped Skyepack double sales output and onboard new sales reps quickly. The platform's flexibility let them adjust team size with college cycles and automate lead transfers using Zapier. Intelligent retry strategies made their sales process 30% more efficient.
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Revenue. io helped CEA Study Abroad quickly move to remote work in 2020. The Global Communications Hub with Voicemail Drop,...DialNext, and call logging made outreach faster and easier. CEA saved time and improved productivity for their enrollment team. Agents could support students worldwide without extra software or costs. Revenue.io ensured students stayed safe and connected during travel disruptions.
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Boomerang helped Brandywine Community Schools manage email overload. Superintendent Travis Walker used Inbox Pause to stop emails after work hours.... This set clear boundaries and improved his work-life balance. He also used recurring messages for weekly team check-ins. Boomerang made it easier for him to focus at work and be present with his family. The tool set expectations for response times and reduced stress from constant email notifications.
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Vena Solutions used MonsterConnect to boost early-stage sales outreach. The team had no marketing department and few business development reps.... MonsterConnect helped them reach more prospects by automating cold calling and bypassing gatekeepers. This led to faster growth and a large portion of their first 50 clients. MonsterConnect contributed to Vena Solutions reaching $6 million in revenue.
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Reply. io helped Apideck boost outbound sales with automation and AI-driven personalization. The team saw a 90% open rate and...up to 28% response rate on campaigns. Manual tasks like lead management and follow-ups dropped, letting sales focus on closing deals. Integration with Apideck's CRM and analytics improved sales consistency and insights. Reply.io became a core part of Apideck's scalable sales strategy.
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Canopy used the Kixie and HubSpot integration to speed up their sales process. They cut their time to first call... from 35 minutes to just 9 minutes. Their conversion rate went up by 3%. Sales reps now make over 150 calls a day using click-to-dial and local presence features. The team found Kixie’s support helpful and easy to reach. These changes helped Canopy connect with more leads and close more deals.
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Microsoft used PoliteMail to measure employee email engagement. They compared a long newsletter with a short 'popcorn email.' The short... format had much higher engagement. Microsoft canceled the newsletter and focused on the popular format. Readership increased by 34% and engagement rose to 98.4%. Real-time data helped Microsoft save time and improve internal communications.
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Playbooks by XANT helped Epicor improve sales team performance. Before, reps only had phones and CRM, making it hard to... track or influence sales. Epicor used Playbooks to give 60 BDRs structured activities and automation. They built targeted Plays for each market and used automation robots to enroll leads and move prospects. Playbooks Insights and Smart Email Send let reps connect faster. Epicor gained better visibility, consistency, and faster attainment.
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Klenty helped LearnWorlds book 33% more meetings by automating and standardizing their inbound sales process. The sales engagement platform integrated... with Pipedrive, letting reps add leads to sequences with one click. Automated workflows reduced manual data entry and kept CRM data updated in real time. SDRs became more organized, moving from 120 to 160 meetings per month. LearnWorlds now follows a centralized playbook for sales outreach.
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Polymail helped ToneDen, a software company, improve sales efficiency. ToneDen needed a better way to manage complex sales deals as... a team. Polymail let them collaborate on email conversations and track prospect engagement. The team saw a 40% increase in sales efficiency. Polymail also made onboarding new sales reps easier and improved team communication.
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Outreach helped Traction Complete solve early SaaS challenges like low brand awareness and manual outreach. The team used Outreach to... track performance and run A/B tests on outbound messaging. Analytics from Outreach improved their sales development. Outreach now drives 50% of their outbound pipeline. The tool is essential for their business development reps.
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Saleshandy helped Relish automate cold email outreach and boost sales productivity. The platform's simple interface let the team focus on... building client relationships. Relish used Saleshandy and HubSpot together for prospecting and sales. In just four months, Relish saw 10x growth and high ROI from staff. Revenue grew from a few hundred to several hundred thousand dollars a month. Customer support from Saleshandy was a key factor in their success.
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Ocelot used Overloop's AI-driven prospecting to reach decision-makers in top educational institutions. They saved dozens of hours each month by... automating manual outreach tasks. Overloop enabled Ocelot to create personalized, multichannel campaigns for each stakeholder. This led to meetings with senior leaders and increased brand visibility in a new market. Ocelot strengthened its reputation as a trusted partner in the education sector.
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SalesBlink helped DesignScript, a digital marketing agency, automate its outbound sales. The agency sent over 30,000 targeted emails using SalesBlink.... Open rates reached 83%, and they received 1,073 positive replies. DesignScript built a $10M+ revenue pipeline in three months. More than 50 deals were closed with this approach.
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GMass helped BatLinks. io, a link building agency, boost open rates by 20% and conversion rates by 8%. The team...saved $5,000 per month by improving email deliverability and automating campaign reporting. GMass’s integration with Gmail and Google Sheets made tracking campaign results easy. BatLinks.io now relies on cold email outreach to deliver value to clients. The agency eliminated manual work and increased efficiency with GMass.
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SmartReach. io helped FlyTech, a New York-based outbound sales agency, achieve a 67% connect rate and boost meeting bookings. FlyTech...faced challenges with inefficient outreach and low engagement before switching platforms. With SmartReach.io, they improved email deliverability, automated workflows, and gained detailed insights. The agency now enjoys open rates between 63% and 75% and meeting rates of 3-5% for clients. These results led to more booked meetings and successful deals for FlyTech's B2B SaaS clients.
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Sidetrade Augmented Cash helped Viseo cut their DSO by 5 days in under five months. Receivables owing by over 90... days dropped in record time. Teams now share information easily and settle disputes faster. About 30 staff use Sidetrade, with plans to expand. Viseo saw quick results, strong ROI, and improved collaboration across departments.
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Adapt boosted PBI’s prospecting productivity by 40%. PBI used Adapt’s integration with Hubspot CRM to quickly find and verify new... contacts. The Seeker tool helped PBI pull custom emails and contacts from LinkedIn. This improved their email campaigns and aligned sales and marketing teams. PBI built targeted lists and saw better results in sales and marketing.
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Vanillasoft helped Cogent Analytics move from manual reporting to automated call performance tracking. The call-activity dashboard led to a 40%... increase in appointments and reduced reporting time by 86%. Cogent now manages leads more easily with automatic lead routing and uses call recording for quality review. The platform improved sales performance, data collection, and reporting efficiency. Cogent uses features like appointment setting, call scripting, and custom reporting to boost productivity.
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Vanillasoft helped Cogent Analytics move from manual reporting to automated call performance tracking. The call-activity dashboard led to a 40%... increase in appointments and reduced reporting time by 86%. Cogent now manages leads more easily with automatic lead routing and uses call recording for quality review. The platform improved sales performance, data collection, and reporting efficiency. Cogent uses features like appointment setting, call scripting, and custom reporting to boost productivity.
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Outplay helped Volopay increase demo bookings by 30%. Volopay used Outplay's multichannel sales engagement platform to reach prospects through email,... phone, and LinkedIn. The SDR team used A/B testing and real-time notifications to improve email performance. Outplay's dialer and automation features made phone outreach more effective. Volopay scaled their outbound process and booked more meetings with Outplay.
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Riva enabled a leading capital markets bank with over 400 staff to protect sensitive client data and meet strict compliance rules. Before Riva, staff... struggled with manual data entry and toggling between Salesforce Financial Services Cloud and other apps, risking errors and MNPI exposure. Riva synced client data between FSC and Exchange, applying advanced security and privacy rules. Deal teams now access all needed data in one place, boosting productivity and compliance. The bank delivers faster, more personalized financial advice while keeping client information secure.
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Revenue Grid helped CAPIS double client activity by automating email capture and syncing with Salesforce. Before, CAPIS teams updated Salesforce... by hand, causing errors and wasted time. With Revenue Grid, all emails and contacts sync automatically, so data stays accurate. The sales team saves time and can focus more on clients. Team leaders now see all activities and manage better. Client communications improved, and CAPIS builds stronger relationships.
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Revenue Grid helped CAPIS double client activity by automating email capture and syncing with Salesforce. Before, CAPIS teams updated Salesforce... by hand, causing errors and wasted time. With Revenue Grid, all emails and contacts sync automatically, so data stays accurate. The sales team saves time and can focus more on clients. Team leaders now see all activities and manage better. Client communications improved, and CAPIS builds stronger relationships.
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Ebsta's Revenue Intelligence Platform helped SBR Consulting boost deal velocity by 44%. Before Ebsta, SBR lacked pipeline and contact visibility,... making it hard to prioritize deals and spot churn risk. With automated contact capture and relationship scoring, SBR improved win rates by 27% and reduced expansion sales cycle by 35%. Sales leaders now use real-time pipeline insights to act early and present progress to the board. SBR also increased expansion win rates by 30% and captured 4,817 missing contacts.
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Ebsta's Revenue Intelligence Platform helped SBR Consulting boost deal velocity by 44%. Before Ebsta, SBR lacked pipeline and contact visibility,... making it hard to prioritize deals and spot churn risk. With automated contact capture and relationship scoring, SBR improved win rates by 27% and reduced expansion sales cycle by 35%. Sales leaders now use real-time pipeline insights to act early and present progress to the board. SBR also increased expansion win rates by 30% and captured 4,817 missing contacts.
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Fixel helped Wolvestuff, a North American online retailer, boost return on ad spend (ROAS) by 12X for mid-funnel visitors. Wolvestuff struggled to... target users who viewed products but did not add to cart. After using Fixel to score user engagement, they identified highly engaged visitors and targeted them with Facebook Dynamic Product Ads. This new audience segment delivered strong conversions, matching or exceeding results from traditional cart abandonment campaigns.
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Retreva's sales software helped Big Frog of Brandon, FL reopen a store after four years and move to a new area. The team used... Retreva to find contacts, automate cold emailing, and set meetings. They generated 5-10 leads and scheduled 1 meeting per month. Retreva enabled them to close over 150 deals in less than a year. The owner praised Retreva for making prospecting efficient and affordable.
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First Financial Bank used ICE Mortgage Technology to improve HELOC originations. They opened Encompass Web to over 400 new users... and automated prequalification. The bank integrated consumer, loan, and property data to target clients. HELOC originations rose by 25%. Satisfaction scores increased by 30%. ICE technology helped the bank work faster and serve clients better.
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Cirrus Insight helped PCBB boost prospect engagement by integrating Salesforce with Outlook and email tracking. PCBB struggled to get sales... reps to enter data into Salesforce and needed better customer insights. With Cirrus Insight's sidebar, sync, and buyer signals, reps now update Salesforce directly from email and track customer engagement. One rep increased scheduled meetings from two to seven, a 250% jump. Calendar scheduling lets customers book meetings easily, improving sales productivity.
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Yext helped Accor boost its digital presence. Accor saw a 30% increase in Listings impressions and 38% year-over-year growth in... website clicks. The company doubled its destination page conversion rate and increased unbranded search traffic to 56%. Accor created 100,000 landing pages in 18 languages, driving a 109% rise in Google impressions and a 103% increase in click-through rates. Real-time hotel status updates and reduced paid search reliance improved efficiency.
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Bay Club used MassMailer and SendGrid to send unlimited emails to unlimited contacts in Salesforce CRM. The solution helped Bay... Club overcome Salesforce's native email sending limits. With MassMailer, Bay Club could manage large-scale email campaigns directly from Salesforce. This improved their ability to reach members and customers efficiently. The integration made email marketing easier and more scalable for Bay Club.
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LeadSquared helped Bajaj Auto digitize customer journeys across 6,000 dealerships. Bajaj Auto faced challenges with lead management, inconsistent sales processes,... and lack of insights. LeadSquared integrated with their ERP and DMS, providing a unified sales CRM and actionable insights. The platform enabled zero lead leakage and managed 10 lakh enquiries seamlessly. Bajaj Auto saw higher lead conversion rates and improved productivity at dealerships.
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Automobile. it partnered with Kaisa to improve the car buying and selling process in Italy. The platform serves over 8,500...dealerships and reaches 2.9 million unique users each month. Kaisa helped Automobile.it cater to both professional dealers and private buyers and sellers. This collaboration enhanced the automotive marketplace experience for all users.
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Dialpad Connect helped BNamericas improve communication for over 150 employees and 700 clients across Latin America. The company needed a... multilingual VoIP platform that integrated with Salesforce, Outreach, and Clari. Dialpad delivered seamless onboarding, strong call quality, and easy integration with sales tools. BNamericas now tracks call metrics and KPIs, gaining insights they lacked before. Virtual phone numbers for multiple countries increased call pickup rates and efficiency.
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Koncert dialers helped Atlas MKE double their meetings scheduled, from 4,000 in 2023 to a projected 8,000 in 2024. Atlas MKE, a... B2B call center, used Koncert's AI-powered parallel dialer and advanced caller ID management to boost cold calling efficiency. The platform improved call quality, reduced dropped calls, and ensured clean caller IDs, preventing spam labeling. Atlas MKE experienced 25 of their best weeks ever for meetings scheduled after switching to Koncert.
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Unipath Speciality Laboratory Ltd used Elision's DialShree healthcare solution to improve patient service. The lab faced slow communication, high data... redundancy, and low patient care efficiency. Elision provided a blended calling solution with CRM integration and missed call software. Staff efficiency increased by 94.57%. Patient service improved by 100%. Data redundancy dropped by 94.57%. Resource utilization grew by 77.2%.
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Poppulo Harmony Signage Cloud helped Adventist Health cut content update time by 16 hours per month. The health system expanded... to 195 digital signage screens across 20 markets, with 80% patient-facing. The solution reduced print costs by tens of thousands of dollars and improved environmental impact. Local contributors now manage content, boosting engagement and recognition. Digital signage supports patient education and employee experience across the hospital network.
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Salesloft helped OneCause increase sales activities by 20%. OneCause struggled with pipeline visibility and data quality using only their CRM.... The team faced slow processes and inefficient sales management. With Salesloft's Deals, they gained a clear view of their pipeline. This improved efficiency and sales engagement for their nonprofit fundraising solutions.
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Yesware helped Mimeo save 4,200 hours each month by automating sales tasks. Sales reps gained 2 extra hours per day.... Mimeo saw a 10% boost in overall rep productivity. The team used Yesware's email tracking and Gmail dashboard to get real-time data on email opens and clicks. Better data led to more sales and improved coaching opportunities.
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League used Clari to fix their forecasting and revenue operations. Before Clari, League had no reliable forecasting and used many... spreadsheets. Clari helped League bring all their sales, marketing, and operations data into one place. They replaced multiple tools, saving money and time. League saw value from Clari in just two weeks. The implementation was fast and easy, taking only six weeks.
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Veloxy helped Vast Networks grow sales by 400% in just two months. The company faced low Salesforce adoption and poor... sales funnel reporting after expanding into commercial markets. By integrating Veloxy with Salesforce, Vast Networks increased funnel size by 300% and revenue by 200% in the first month. In the second month, sales grew by 400% and deals sold rose to 11. Sales team engagement and reporting accuracy improved significantly.
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Criteo helped BOGNER boost website visits by 400% with upper funnel video ads. Qualified visits from engaged viewers rose by... 300%. The campaign drove a 57% increase in revenue from returning visitors. BOGNER used dynamic retargeting, customer acquisition, and video advertising. Criteo's flexible, data-driven full funnel strategy matched BOGNER's premium brand needs.
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ContactMonkey helped Flagger Force boost internal email open rates by over 40%. The company struggled with outdated tools, poor analytics,... and emails flagged as phishing. ContactMonkey offered robust analytics, seamless Outlook integration, and real-time collaboration. Admins and content creators found the new template builder easier to use. Employees now receive important updates without issues, and trust in internal communications has improved.
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ZoomInfo helped Palo Alto Networks uncover over 1,500 new accounts using sales intelligence data. The platform improved sales productivity with... intent data and Scoops, enabling faster prospecting and pipeline growth. Operations teams used ZoomInfo DaaS and Operations to clean, segment, and deduplicate thousands of accounts, saving significant time. ZoomInfo's company ID and data enrichment features streamlined territory planning and account management. The partnership supports both tactical sales execution and long-term data strategy as Palo Alto Networks scales.
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ShuttleCloud helped StartMail make email migration easy for new users. StartMail wanted users to move emails and contacts from old... providers quickly and safely. ShuttleCloud built a branded migration portal for StartMail. The portal supports English and German. Users can track migration status and import data with a few clicks. StartMail can now see migration insights without risking privacy.
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