Insights
Revolutionizing Tele-Sales with AI-Driven Success
Executive Summary:
Client Background:
Initial Challenges:
Challenges:
- Tele-sales teams hindered by data dispersed across various systems, including Hubspot, Microsoft Dynamics, Gong, internal databases and an in-house dialer
- Incomplete customer segmentation leading to ineffective sales strategies
- Internal teams struggled to align the marketing and sales funnels, struggling to seamlessly transition marketing-qualified leads (MQLs) into the sales pipeline.
- Sales leadership unable to understand where their process was falling apart
- No insights into performance by lead source, including contact rate, pipeline management and opportunity conversion
- Unable to track agent performance metrics (e.g., call volume, quality of interactions, talk time) on a tenured and untenured basis
- Lack of proactive alerts left sales leadership always playing catch-up
- Inability to coach agents to act on critical customer behavior cues and more aggressively manage their pipelines
- Potential for improved performance lost due to delayed reactions
Solution:
Key Features:
- Combined data from Marketing Automation, CRM, dialer, Voice Analytics, chat, and other sources into a single platform
- Provided comprehensive view of each customer interaction and agent activity on a daily basis
- Enabled visibility intoend-to-end customer journey
- AI agents analyze data to detect variances in KPIs and their root causes
- Enabled proactive problem-solving before issues escalate
- Real-time notifications on high-priority leads and key points in the customer journey
- Ensured agents followed protocol and took immediate action
Results:
Increase in Conversion Rates
- Perch identified points in the customer pipeline where agents weren’t following up on opportunities
- AI-driven insights enabled sales leadership to increase adherence to sales protocol
- Result: Significant boost in conversion rates
Reduction in Customer Acquisition Cost (CAC)
- Real-time insights alerted the company to issues in several lead channels and contact rates
- Timely adjustments significantly improved overall lead generation performance
- Result: More efficient use of marketing budget and resources
Improvement in Prospect Engagement
- AI system identified key spots in the contact strategy where prospect interaction was deteriorating
- Proactive alerts prompted agents to engage with prospects at critical moments
- Result: More frequent and meaningful interactions, leading to increased engagement metrics
Client Testimonial
“Perch Insights’ AI-driven platform has transformed our tele-sales operations. The proactive alerts and real-time insights have empowered our team to close more deals faster and with greater precision. We’ve seen a dramatic improvement in our conversion rates and overall sales and marketing efficiency. The seamless integration with our existing systems made the transition smooth, and the ongoing support from the Perch team has been exceptional.” — VP of Sales
Lessons Learned
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Conclusion:
Perch Insights
Perch empowers Customer Experience (CX) leaders with data-driven insights to work proactively, leading to progressively better business decisions to maximize LTV:CAC. No other CX, business intelligence, SaaS solution provides actionable insights like Perch:
- Perch is the first contact center-focused app using Gen-AI to spot trends and see the root causes of problems and opportunities so that you can drive performance
- The best app for accurate and trusted insights for reporting at an executive and granular level for all phases of the customer journey
- And only solution that bundles all of this with proactive alerts to see the forest from the trees to increase market share and improve the customer journey
Ready to revolutionize your tele-sales operation?
Schedule a demo with Perch Insights today and discover how our AI-driven platform can boost your sales performance. Contact us at demo@perchinsights.com to get started.
Ready to revolutionize your tele-sales operation?
Schedule a demo with Perch Insights today and discover how our AI-driven platform can boost your sales performance. Contact us at demo@perchinsights.com to get started.
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