Company: Mid-Market Financial Technology Provider
Industry: Fintech
Objective: Replace an AI-only dialer with a solution that delivers more meaningful connections and enhances top-of-funnel (TOFU) performance through hands-on guidance and support
Challenge
The company relied on a well-known AI dialer for its outbound calling efforts but encountered several issues:
- Low Connection Rates: The AI-only system struggled to navigate gatekeepers and relied heavily on mobile numbers, limiting engagement opportunities.
- Lack of Human Insight: The dialer’s automation couldn’t adapt to complex phone systems or unexpected scenarios, leading to missed opportunities.
- Limited Support: The AI dialer provider offered minimal onboarding and customer support, leaving the sales team underutilizing the platform’s potential.
The company’s leadership sought a new solution that would improve connection rates and align with their aggressive TOFU goals. They also wanted a provider with a proactive customer success team to ensure a smooth transition and ongoing optimization.
Solution
The company partnered with ConnectAndSell to replace their AI dialer, leveraging its Human + AI platform for more meaningful conversations and a dedicated customer success team to guide their transition. The solution included:
- Expanded Market Coverage: ConnectAndSell’s human navigation allowed the team to reach decision-makers across mobile, landline, and office numbers.
- High-Volume Conversations: The platform enabled reps to have 10x more conversations daily by bypassing gatekeepers and voicemail systems.
- Dedicated Customer Success Support: A ConnectAndSell Customer Success Manager provided hands-on training, strategy sessions, and ongoing optimization to unlock the team’s potential.
Results
1. Seamless Transition with Outstanding Support
- Onboarding Excellence: The ConnectAndSell Customer Success team provided comprehensive training, ensuring every rep understood the platform and its capabilities.
- Strategy Alignment: The success team worked closely with sales leaders to align ConnectAndSell’s capabilities with the company’s TOFU strategy.
- Real-Time Assistance: During the first 90 days, the customer success team monitored performance metrics, identified areas for improvement, and provided actionable recommendations.
Customer Feedback:
“The ConnectAndSell success team went above and beyond to make our transition smooth. They didn’t just teach us the platform—they helped us reimagine how we approach outbound sales. Their support was a game-changer.”
— VP of Sales Operations
2. Dramatically Improved TOFU Performance
- 3x Increase in Connection Rates: Human navigation enabled the team to reach decision-makers more effectively than the AI dialer, especially on landlines and office numbers.
- 10x More Conversations: Reps consistently achieved 25-30 live conversations per day, compared to just 3-5 with the AI dialer.
- Better Targeting: The success team helped refine targeting and messaging, leading to a 40% increase in meetings booked.
Customer Feedback:
“We’ve never seen such a dramatic improvement in top-of-funnel activity. Our reps are more productive, our pipeline is growing faster, and we’re connecting with decision-makers we couldn’t reach before.”
— Director of Business Development
3. Empowered Reps with Confidence and Efficiency
- Higher Morale: Reps felt more confident and energized knowing they were connecting directly with decision-makers, not wasting time on dead-end calls.
- Streamlined Workflow: Automated follow-ups and CRM integration allowed reps to focus entirely on selling, not administrative tasks.
- Continuous Coaching: The success team provided ongoing feedback and training, helping reps improve call quality and conversion rates.
Customer Feedback:
“Our reps love ConnectAndSell because it doesn’t just make their jobs easier—it makes them feel more successful. The real-time coaching and support have been invaluable.”
— Sales Manager
Conclusion
By transitioning from a well-known AI dialer to ConnectAndSell, the company unlocked its top-of-funnel potential and dramatically improved its sales team’s performance. With exceptional support from the ConnectAndSell Customer Success team, they achieved:
- 3x Connection Rates
- 10x Conversations Per Day
- 40% More Meetings Booked
ConnectAndSell’s Human + AI platform and hands-on customer success support proved to be the perfect combination for transforming their outbound sales efforts and accelerating pipeline growth.