Sales Engagement Customer Deals | Implementation & Best Practices

Autobound helped Warmly cut SDR ramp time by 50%. SDRs now send over 100 personalized emails per week, up from... 25-30. Research time dropped from 8-10 hours to 2-4 hours weekly. The team booked 40 meetings in a single week. Burnout decreased and job satisfaction improved. Autobound's AI-driven insights replaced manual research and boosted sales productivity.
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CardTapp used Koncert's Click Dialer to improve outbound sales calls. Their 20-person sales team struggled with unreliable dialing software and... syncing issues with Salesforce. Koncert's solution let reps click to call, take notes, and move quickly to the next lead. New sales reps learned the system in under 24 hours. Answer rates rose from 20% to 70% with local area codes. CardTapp saw faster onboarding and higher productivity.
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Klenty helped Plauti boost LinkedIn execution by 40%. The sales team sent 25% more emails and made 30% more calls... using Klenty’s automation. SDRs saved 20 hours per month on manual data entry. Plauti used multi-channel outreach, including LinkedIn, email, and calls. Klenty’s Salesforce integration and reporting improved their outbound strategy and engagement tracking.
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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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Myphoner helped Zembr replace spreadsheets with a transparent, easy-to-use cold calling platform. Zembr used Myphoner to manage teleservices campaigns, track... leads, and report results to clients. The platform kept agents focused and improved campaign reporting. Onboarding was fast, with 14 agents trained in hours. Zembr values Myphoner’s reporting, lead management, and openness to feedback.
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Xero used Dialpad to replace many local PBX systems with one global communications platform. The company has over 1,400 employees... in 17 offices worldwide. Dialpad helped Xero support sales, service, and IT teams working from anywhere. Integrations with Google Workspace and Salesforce made work easier. Xero saved $500,000 each year in telephony costs by consolidating systems.
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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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ZoomInfo GTM Studio helped Syncro, an IT management software company, launch 35 campaigns in just a few months. Syncro moved from... inbound-only marketing to a data-driven outbound engine. The platform enabled Syncro to identify managed service providers, automate campaign workflows, and personalize outreach. This led to $400,000 in pipeline and $150,000 in revenue, with $100,000 ARR from website visitor plays. Syncro's marketing team now runs rapid, always-on campaigns without bottlenecks.
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CoPilot AI helped OneScreen AI automate LinkedIn sales outreach. Greg Wise, co-founder, used the platform to book 60 prospect meetings... in 60 days. The tool replaced manual prospecting and saved many hours. Greg used CoPilot AI as a virtual BDR to scale sales efforts. The dashboard and automation features made outreach easy and efficient. OneScreen AI closed a high-value client using CoPilot AI.
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ShuttleCloud helped Webcentral migrate customers from Microsoft 365 to a new OX email platform. The migration achieved over 89% customer... retention, surpassing industry benchmarks. ShuttleCloud automated account provisioning using Microsoft Graph API. Users had access to both platforms during the transition, reducing disruption. Webcentral launched the new platform smoothly and improved IT management efficiency.
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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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LinkedoJet helped Lean Green Lead Machine (LGLM) automate LinkedIn outreach to independent financial advisors. LGLM struggled with manual outreach and... ineffective tools before switching to LinkedoJet. In just three weeks, LGLM booked multiple new demos and saw a significant increase in business revenue. LinkedoJet provided easy setup, personalized campaigns, and robust reporting. The tool enabled LGLM to scale lead generation and manage multiple accounts efficiently.
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Cirrus Insight helped a top 20 global asset management firm solve performance issues for over 5000 advisors. The firm replaced... legacy systems and unified email and CRM workflows with Cirrus Insight. Advisors now book meetings faster and spend more time with clients. IT teams handle fewer helpdesk tickets and focus on bigger projects. Customer records are more complete, improving compliance and service. Automation supports more appointments and a stronger sales pipeline.
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Verse. ai helped Southeast Mortgage integrate their CRM quickly and go live fast. The marketing team used Verse to provide...24/7 lead coverage and instant text responses. This ensured every lead got a follow-up, even when loan officers were busy. Verse’s account management team worked closely with Southeast Mortgage to improve SMS engagement. The partnership led to higher response rates and more appointments set.
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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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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 follow-ups. Outplay's dialer and automation features made calls more effective and reduced busywork. Volopay scaled their outreach and built repeatable, data-driven cadences.
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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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MassMailer helped a digital lending platform transform its Salesforce email process. The platform automated email workflows and improved communication using... MassMailer. This led to better email deliverability and streamlined operations. The solution enabled the company to send mass emails directly from Salesforce. The platform now manages campaigns more efficiently and tracks results within Salesforce.
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LeadSquared helped a leading online payment app streamline merchant onboarding. The company wanted to onboard merchants faster and reduce errors.... LeadSquared automated lead capture, distribution, and de-duplication. The solution improved agent productivity and pipeline transparency. The app now manages thousands of agents and onboards many small and medium businesses smoothly. Agent experience and inventory management also improved.
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Cloud Analogy helped Renovo Financial implement and customize Salesforce. The team delivered the project on time and met all expectations.... Renovo Financial saw improvements in business processes and reputation. The solution matched the company's needs and structure. The client praised Cloud Analogy for professionalism and timely delivery.
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Saleshandy helped Dealsmap, a B2B lead generation agency, automate email outreach and client onboarding. Dealsmap used Saleshandy to create separate... dashboards for each client and improve deliverability. The agency scaled outreach by 3x and avoided hiring extra SDRs. Within 6 months, Dealsmap grew its customer base from scratch and increased client acquisition by 50%. Saleshandy enabled fast growth with budget-friendly plans and unlimited email accounts.
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Ocelot used Overloop’s AI-powered prospecting to break into the education sector. They saved dozens of hours each month by automating... manual outreach tasks. Overloop helped Ocelot secure meetings with executives at top educational institutions. The agency boosted its brand visibility in a new niche within the first month. Ocelot shifted focus from admin work to building relationships and crafting strategies.
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Poppulo helped the WPP Enterprise Technology Communications team double engagement rates and save each communicator nearly two days per month. The team replaced... outdated systems with Poppulo’s employee communications platform, making it easier to create and send personalized newsletters and surveys. They gained fast access to valuable feedback data from over 100,000 colleagues. The new platform enabled more effective, data-driven internal communications and inspired wider adoption across WPP.
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Leads solution used lemlist to automate and personalize outreach. Before, they struggled to scale campaigns and keep quality high. lemlist... let them send tailored emails and LinkedIn messages fast. They tracked results with custom reports. Reply rates rose above 23%. Sales grew by 35%. Annual revenue doubled. lemlist helped them win more clients with less manual work.
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Linked Helper helped LinkedIn 15X cut LinkedIn outreach time by over 90%. Manual outreach dropped from 20–40 hours to just... 1–2 hours per week. Clients saw $100,000 to $200,000 in annual revenue from LinkedIn campaigns. One client closed $118,000 in 45 days using automated, multi-step messaging. CRM integration and email discovery improved lead tracking and conversions.
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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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RightBound helps Alleyoop automate outbound sales prospecting. Alleyoop uses RightBound’s AI to find and engage leads, pushing them into Salesforce... and Frontspin. SDRs focus on leads more likely to convert, improving meeting rates. In one year, Alleyoop sourced 13,380 companies, engaged 5,800, and booked 103 meetings. Alleyoop recommends RightBound for all new projects.
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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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Revenue. io helped Wrike double its sales connection rates. Wrike needed to scale its sales team fast to handle more...inbound leads. The company chose Revenue.io for its quick onboarding and deep Salesforce integration. Wrike grew its inside sales team from 4 to 43 reps in a year. Real-time call metrics and Local Presence features improved lead engagement.
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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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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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Epicor used Playbooks to modernize its global business development team. The team hit 100% of Q1 and 115% of Q2... appointment targets after launch. Managers gained real-time insights and improved coaching with data-driven tools. Over 90% of reps adopted the new system. Ramp time for new reps dropped from months to days. Epicor now aligns sales behaviors with key metrics for better results.
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Salesloft helped PTC boost platform adoption from 20% to full daily use across sales, pre-sales, marketing, and customer success teams. By making Salesloft... the required channel for all calls, PTC gained full pipeline visibility and clean, actionable data. This enabled seamless AI integration and eliminated the need for custom builds or IT support. Salesloft now serves as PTC’s core go-to-market engine, connecting with tools like Salesforce and Microsoft Copilot. The result is smarter workflows and faster, data-driven decisions.
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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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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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Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check... case status and message officers directly. The portal led to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.
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Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check... case status and message officers directly. The portal led to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.
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Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check... case status and message officers directly. The portal led to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.
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Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check... case status and message officers directly. The portal led to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.
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Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check... case status and message officers directly. The portal led to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.
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Yiftee Community Cards powered Restaurant Week in Rancho Mirage and Palm Springs. The program generated $414,000 in Palm Springs and... $216,000 in Rancho Mirage, with $97,000 recirculated during Restaurant Week. City leaders used buy-one-get-one promotions to boost local dining and support small businesses. Closed-loop cards kept funds within the community, strengthening the local economy. The initiative turned Restaurant Week into a lasting habit for residents and visitors.
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Criteo helped Universidade Estácio de Sá boost assisted enrollments by 64% during Brazil’s back-to-school peak. The university used Criteo’s AI-driven... audience modeling and dynamic course ads to reach more qualified prospects. Campaigns delivered over 18,000 assisted sign-ups, a 50% increase, at 50% lower cost. Enrollment completion rates rose by 15%. Criteo also cut cost per website user by 41% compared to other platforms.
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Fullcast unified lead routing, territory management, and sales operations for Nate Kimmons at a leading learning experience platform. The company struggled... with fragmented processes and four separate routing tools, causing inefficiency and errors. Fullcast replaced spreadsheets and manual systems with a single platform, enabling real-time territory modeling and agile GTM planning. The team saved 5 hours per week, eliminated routing errors, and deployed a new GTM plan for over 50 reps in just six weeks.
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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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Zoovu AI Search helped Noble Knight Games increase conversion rates by 30% after launch. The company managed over 100,000 SKUs... and struggled with poor site search, leading to lost sales. Zoovu's platform improved search accuracy, added dynamic product attributes, and automated synonym handling. The team gained valuable insights for smarter merchandising and purchasing decisions. Efficiency improved, and customers found products faster, boosting sales and satisfaction.
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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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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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Ebsta's Revenue Intelligence Platform helped In-Situ Environmental increase win rates by 40%. The company saw a 27% growth in revenue... and a 1.6x boost in deal velocity. In-Situ solved challenges with data trust, sales forecasting, and pipeline visibility. Accurate CRM data and deal insights let sales teams focus on the right opportunities. Managers now run weekly meetings to prioritize deals and improve quota attainment.
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Ebsta's Revenue Intelligence Platform helped In-Situ Environmental increase win rates by 40%. The company saw a 27% growth in revenue... and a 1.6x boost in deal velocity. In-Situ solved challenges with data trust, sales forecasting, and pipeline visibility. Accurate CRM data and deal insights let sales teams focus on the right opportunities. Managers now run weekly meetings to prioritize deals and improve quota attainment.
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Alfa-Track email tracking helped Комплект Сервис cut lead costs by 31%. The company used to get 4.2 leads per day... at 1980 rubles each. After integrating Alfa-Track with Google Analytics and Яндекс.Метрика, they tracked email sources and optimized campaigns. Daily new clients rose to 10.1, a 140% increase. The solution included dynamic email tracking, custom analytics, and targeted ad campaigns.
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