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Client Overview
Industry
B2B Sales / SaaS or Technology
Company Size
Not Disclosed
Region
United States
Solution/Product Used
360 CTI Salesforce Calling Solution with Power Dialer
How a U.S. Sales Team Closed 28% More Deals After Switching to 360 CTI
The client is a U.S.-based B2B sales team managing outbound prospecting, lead qualification, follow-ups, and opportunity conversations inside Salesforce. Their standalone dialer lived outside Salesforce entirely — reps were switching tools mid-conversation, logging calls manually after every interaction, and creating follow-up tasks from memory. As call volume grew, Salesforce records fell behind, follow-ups were missed, and managers were making pipeline decisions based on what reps told them — not what the data showed.
In this case study, you’ll learn how we:
- Moved all outbound calling inside Salesforce Lightning — reps stopped switching between tools mid-conversation
- Enabled click-to-dial from every lead, contact, and opportunity record
- Cut manual call logging time by 48% with automatic outcome and note capture after every call
- Configured power dialer for structured outbound sequences — higher call volume without adding headcount
- Auto-created follow-up tasks after every call, reducing missed follow-ups and keeping the pipeline current
- Closed 28% more deals in the first full quarter after switching — attributed to faster follow-up and better call context
Result line: The result: 28% more deals closed in the first full quarter, with no increase in headcount or call volume.
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