Conversica > Case Studies > AI-Driven Lead Management: A Coolfront Case Study

AI-Driven Lead Management: A Coolfront Case Study

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Applicable Functions
  • Sales & Marketing
Use Cases
  • Time Sensitive Networking
About The Customer
Coolfront is a cloud-based flat rate pricing system designed for HVAC, plumbing, and electrical contractors. The mobile application is an innovative solution that caters to the needs of busy contractors, providing them with a convenient and efficient tool for their business. Coolfront's challenge was managing the high volume of inbound leads generated by their successful marketing efforts. With a small sales team, they were struggling to follow up with all the leads, leading to missed opportunities and a growing backlog of unattended leads.
The Challenge
Coolfront, an innovative mobile application for HVAC, plumbing, and electrical contractors, was facing a significant challenge in managing an overwhelming number of inbound leads. Despite their successful marketing efforts, the small sales team was unable to keep up with the volume of leads, resulting in many potential opportunities falling through the cracks. The sales team was overburdened and unable to effectively follow up with all the leads, leading to a backlog. The challenge was to find a way to sort through the leads, identify the most promising ones, and ensure timely follow-up without overstretching the already strained sales and marketing team.
The Solution
Coolfront adopted Conversica's AI Sales Assistant, Sarah, to tackle their lead management challenge. Sarah, an artificial intelligence sales assistant, was designed to reach out to every single lead on behalf of the sales team, and pass on only those leads who expressed interest in talking with them. This solution allowed the sales team to focus on the most promising leads, while Sarah handled the initial engagement with all inbound leads. Sarah's AI capabilities meant she could work tirelessly, never getting overwhelmed by the volume of leads, and always being available to qualify leads. This solution not only helped manage the existing backlog of leads but also made handling the hundreds of new inbound leads Coolfront received each month manageable.
Operational Impact
  • The implementation of Conversica's AI Sales Assistant, Sarah, transformed Coolfront's lead management process. Despite losing a salesperson, the sales team was able to qualify more leads than ever, thanks to Sarah's tireless and efficient lead engagement. Sarah's presence alleviated the strain on the sales and marketing team, allowing them to focus on the most promising leads. Sarah's interactions with leads were kind, informative, and thorough, leading to positive feedback from Coolfront's clients. The AI assistant's impact extended beyond just quantitative benefits, improving the overall efficiency and effectiveness of Coolfront's sales and marketing operations.
Quantitative Benefit
  • Generated over $7,000 in additional orders within a few months
  • Managed to handle hundreds of inbound leads each month
  • Qualified more leads than ever despite losing a salesperson

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