Dedicated Success That Drives Real Results Beyond the Sale

Your Strategic Partner for Continuous Growth

Why Customer Success Matters

ConnectAndSell is not just a tool—it’s a complete revenue system designed to streamline sales processes, enhance productivity, and drive measurable results. The Customer Success team plays a crucial role in implementing these transformational technologies, ensuring that sales teams can maximize their use of the platform and integrate it effectively into their workflows.

Without the proper guidance, users may struggle to fully leverage ConnectAndSell’s capabilities. Going fast requires a consultative helping hand—and that’s where our team shines. By partnering with our experts, you’ll gain more than just training; you’ll get a strategic partner who works with you every step of the way to help you achieve your sales goals

Our Approach to Customer Success

Our Customer Success team is deeply embedded in your journey from start to finish, offering support that’s tailored to your business needs.  Here’s how we help you succeed:

Onboarding and Training

We don’t just hand you a platform and leave you to figure it out on your own. Our onboarding process is designed to make sure your team is up to speed quickly and effectively. From the first day, we’ll work with you to ensure your sales team knows how to use ConnectAndSell Lightning and Human + AI-powered features to generate more conversations, drive higher engagement, and close more deals.

 

Tailored Onboarding: We provide personalized training to ensure your reps hit the ground running.

 

Best Practices: Learn proven strategies to optimize your outreach and refine your sales processes.

Ongoing Support and Real-Time Coaching

Our work doesn’t stop after onboarding. Our Customer Success Managers are here to support you with ongoing coaching, real-time feedback, and continuous optimization. Whether it’s helping to refine call scripts, advising on outreach strategies, or reviewing rep performance, we ensure your sales team is always improving and staying on track to hit their targets.

 

Live Coaching: We offer real-time feedback and call reviews to help your team improve their skills.

 

Continuous Support: Whether through scheduled sessions or ad-hoc check-ins, we’re here to guide you through every challenge.

Performance Optimization

Our analytics-driven approach ensures you have the visibility to make data-backed decisions. We help you track key performance metrics, including call outcomes, rep performance, and lead conversion rates. With these insights, we can help you refine strategies, improve productivity, and scale your efforts effectively.

 

Real-Time Reporting: Monitor performance in real time with our advanced analytics and dashboards.

 

Identify Bottlenecks: Spot trends and adjust strategies on the fly to boost rep productivity.

Custom Strategy Development

Your sales process is unique, and our team works closely with you to customize your strategy. From target market analysis and contact data optimization to cold call script development and CRM integrations, we help ensure that ConnectAndSell works seamlessly with your existing workflows, driving more opportunities and a higher ROI.

 

Tailored Sales Strategy: Build a sales process that’s specific to your business needs and target market.

 

CRM Integration: We ensure smooth integration with your CRM system so that your sales data is always up to date.

Scalable Success

We’re committed to helping you scale your success. Whether you’re looking to increase rep productivity, expand into new regions, or optimize call scripts, we work with you to ensure that ConnectAndSell helps you grow your business—efficiently and cost-effectively. Our platform provides the flexibility to adapt to changing business needs, whether you’re growing your team or enhancing your outreach strategy.

 

Scalable Growth: Our platform grows with you, ensuring that you can scale your operations without the need to significantly increase headcount.

 

Global Expansion: With international calling support and compliance management, we help you expand your sales efforts into new markets.

Why ConnectAndSell’s Customer Success Team is Unmatched

Our Customer Success team isn’t just about solving problems; it’s about making sure your sales team performs at its best, constantly improving and scaling with every interaction. Our team’s 75+ years of combined experience brings you a level of expertise that is greater than the sum of most competitor customer success teams combined.

 

Industry Experts: Our team includes sales strategists, CRM experts, and outreach specialists, who are committed to helping you succeed.

 

Your Partner in Success: We don’t just offer a tool; we partner with you to refine every aspect of your sales process and drive real, measurable results.

The ConnectAndSell
Customer Success Difference

The ConnectAndSell Customer Success Team is more than just a support group—it’s a strategic extension of your sales team. We provide the tools, training, and guidance that ensure your sales team isn’t just using the platform, but maximizing its potential. By working with our experts, you’ll turn ConnectAndSell’s potential into real, sustainable results—helping your team generate more opportunities, love their job, and win.

We have had a fantastic experience with ConnectAndSell and recommend it for anyone looking to enhance their dialing efficiency and velocity. The product itself has significantly improved our inside sales calling capabilities, but what's truly remarkable is the exceptional support from the CAS team and helping fuse together our strategic goals with the necessary and tactical elements of dialing. They didn’t just sell us a product; they actively collaborate with us to manage and refine our program, ensuring we maximize our investment. If you're considering adding dialing support to elevate your team's output, ConnectAndSell should be on your list.

Jay

Jay

Director of Business Development

The ability to have 10x more conversations has been a game-changer for our team. Since we started using ConnectAndSell, we've consistently exceeded our targets and pushed the team to new heights. Our sales process is smoother, our reps are more engaged, and the results speak for themselves—we’re going to hit our biggest quarter yet.

Maria

Maria

Head of Sales, Healthcare SaaS Company
When I think about the sales tech stack and what are the essentials of what I need to be able to get to the market fast and bring pipe, because we all know the pipe is life, ConnectAndSell itself is the number one tool that is the thing that's top of mind for me.
 
I don't think that there is another way that I could possibly create the highest value activity for my sales team, other than connecting them with the decision makers and having conversations with those people in the market.
 
Alex

Alex

Director of Business Development

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  • Products

      Products

      Express Connect

      Instantly connects your team to the first live voice encountered or the decision-makers

      Precision Connect

      Connects your team directly to the right decision-makers on your target list.

      Flight School

      An immersive, hands-on training program that equips your team with the skills and confidence to master first conversations.

      CASSi

      CASSi Better Phone Numbers

      Uses AI and our knowledge of phone numbers to enrich your contact data with the best, most accurate phone numbers

      CASSi Fast Numbers

      Quickly identifies and prioritizes the most promising phone numbers.

      CASSi AI Coach

      Automated scoring of conversations with coaching insights and examples surfaced.

      CASSi | Transcription & Notes

      Leveraging the power of AI to summarize conversation notes and suggest follow up text.

      Focus Features

      Live Coaching

      Listen live to rep and coach in realtime.

      Targeting & Analytics

      Supports visibility into your account based motion.

      Pipeline Attribution

      Instant access to measure demonstrable ROI from you ConnectAndSell investment.

      Conversation Acceleration

      Only reliable way to ensure your team is having enough conversations in order to meet and exceed their number.

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