Sales Engagement Customer Deals | Implementation & Best Practices

Xero used Dialpad to unify its global communications. The company replaced many local PBX systems with one cloud-based platform. This... helped Xero save $500,000 each year in telephony costs. Employees can now work from anywhere and support customers worldwide. Dialpad integrates with Google Workspace and Salesforce for better sales and service. Xero’s IT team can set up new offices in minutes, not days.
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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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Klenty helped First Due standardize their outbound sales process. The sales team booked 233% more meetings in 9 months, growing... from 60 to 200 meetings per month. Klenty automated personalized email campaigns and integrated with Zoho CRM. The team used detailed reporting to coach SDRs and improve performance. First Due scaled their SDR team to 7 members and became self-sufficient in outbound outreach.
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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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Docomotion helped WalkMe automate the creation of 3,000 sales documents each month. WalkMe wanted to save time, improve accuracy, and... keep documents uniform. With Docomotion, sales and legal teams now generate personalized PDFs with one click. This solution saves over 500 hours monthly and reduces legal review time. WalkMe reports higher productivity and better document quality.
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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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Zembr used Myphoner to improve transparency and reporting in their teleservices. Before Myphoner, they relied on spreadsheets, which limited their... ability to manage campaigns and report to clients. Myphoner gave Zembr campaign overviews, agent focus, and detailed reporting tools. Agents could easily call leads, track follow-ups, and export warm leads for clients. Zembr found onboarding agents fast and simple with Myphoner. The platform helped Zembr deliver clear results and value to their clients.
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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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Overloop AI helped 87seconds automate sales outreach. The team saved 120 hours per rep each month. One sales rep generated... $400K in three months. Meetings increased 12 times in five months. Overloop AI made it easy to find prospects and set up campaigns fast. 87seconds focused more on building client relationships and closing sales.
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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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Ninja Sales Dojo used Koncert’s AI-powered platform to increase connect rates. The team boosted conversation velocity with the tool. They... built a scalable outbound sales engine. The platform helped them improve sales outreach. Results included higher engagement and more efficient sales processes.
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Fullcast Copy. ai helped Banzai's one-person marketing team increase output by 10x. The VP of Marketing used AI-powered workflow automation...to save over five hours daily on repetitive content tasks. Full-funnel campaigns that once took weeks or months now launch in days. This allowed Banzai to scale its content and SEO program without adding headcount. The solution enabled faster speed to market and greater strategic focus.
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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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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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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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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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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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Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands.... The company implemented Salesforce in just 7.5 months, much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.
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Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands.... The company implemented Salesforce in just 7.5 months, much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.
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Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands.... The company implemented Salesforce in just 7.5 months, much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.
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Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands.... The company implemented Salesforce in just 7.5 months, much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.
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Williams-Sonoma, Inc. used Salesforce Data Cloud, AI, and Marketing Cloud to personalize engagement for millions of customers across nine brands.... The company implemented Salesforce in just 7.5 months, much faster than the typical 12–18 months. This led to 21 million new email subscribers and thousands of employee hours saved each year. Teams now automate workflows, centralize data, and deliver targeted messages using AI and CRM tools. Williams-Sonoma, Inc. also improved B2B sales and customer support with integrated Salesforce solutions.
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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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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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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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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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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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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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Yext helped Webster First Federal Credit Union streamline operations and improve customer insights. The credit union managed scattered location data... and frequent updates with a small marketing team. Yext's platform centralized information, making branch updates and branding changes easier. Review management features enabled fast, relevant responses and deeper member trust. The team used search analytics to update website content and close information gaps for members.
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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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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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Revenue. io helped Promenade’s sales team cut handoff note time from over 10 minutes to under one minute. Sales reps...now save up to 6 hours each month on admin work. The team uses standardized templates for every deal, improving consistency. Implementation managers get clear, objective notes, leading to fewer escalations. Sales reps can focus more on customers and less on paperwork.
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Mixmax helped Dollar Flight Club boost advertiser engagement by 10X. The team achieved a 25% response rate from paid opportunity... initiatives. Automated email sequences and templates made outreach faster and more personal. Mixmax reports let the team measure impact and adjust quickly. Dollar Flight Club now reaches more advertisers and partners with less effort.
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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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