Automation Case Study #17
“We kept increasing our sales teams daily calls, but we just couldn’t get enough opportunities created. Once we had our tracking and automation set up, it gave us so much clarity on what we had to change.”
- David Cronk, SVP Sales
Leads Touched
- Real-time automated emails were triggered by each form submission.
- A call task was automatically created in Salesforce depending on if the user opened or replied to the selected emails.
- Every email was designed to look like it was sent from the corresponding account manager's email address, and included a link to book time on their calendar.
22%
More Leads
Reached
Opportunities Created
12%
More Opps
- Personalized emails from Sales Representatives were triggered by certain interactions with the company website.
- Once auto click to dial was implemented, Sales Reps were able to triple the amount of people they contacted each day.
- Call prioritization was automated based on leadership goals and customer activity, reducing decision fatigue for Sales Reps.
Revenue Growth
- Custom Salesforce reports were created to show nuanced Sales Rep activity such as how many voicemails were left per Rep, and how many returned calls were received for each voicemail left, or how many emails were sent per Rep vs. how many garnered replies.
- Onboarding time for new accounts was dramatically reduced by automating the email and voicemail processes.
- Using this information leadership was able to identify their top performing Sales Reps, and scale their unique workflows across the entire sales floor to improve numbers across the board.
6%
Revenue Increase
