How to reduce costs on SDR process by 60% with AI-powered solution from Dashly

VoiceFirst, a company at the forefront of custom communication solutions, faced a challenge that impeded their growth. So Kate, VoiceFirst’s Commercial Director, decided it’s time to change the way her team works with leads.

Here’s a TL; DR version:

Challenge: VoiceFirst needed to generate more demo calls, reduce the SDR team’s manual workload, and shorten their sales cycle.

Solution: Dashly’s AI-driven tools that automated lead engagement, qualification and booking processes to eliminate manual work.

Results 👇

Company

VoiceFirst is a versatile cloud communication platform offering APIs and SDKs to embed real-time voice, video, and messaging into applications. Their solutions prioritize automation and AI, serving diverse use cases from IVR systems to contact centers, empowering developers to create custom, scalable communication experiences.

Challenge

VoiceFirst struggled with lead management. It stopped them from growing faster and more effectively. 

They had two funnels: 

So Kate, the Commercial Director of VoiceFirst and our brave main character today, faced a number of pressing challenges:

• Increase the number of product demos: VoiceFirst needed a strategy that would not only attract more prospective clients but also ensure these were high-quality leads.
• Reduce the workload on SDRs: With SDRs (Sales Development Representatives) bogged down in manual tasks, the goal was to streamline operations to allow them to focus on valuable sales activities.
• Shorten the sales cycle: In the world of SaaS, shorter sales cycles typically lead to faster growth and increased revenue.

VoiceFirst was on the lookout for a solution that could not only refine their lead qualification process but also enhance the efficiency of their sales force, ensuring that the sales team could concentrate on what they do best — closing deals.

Solution

Kate and her team needed a solution that could communicate effectively with their diverse customer base. So we set up a multilingual solution that engaged users in English and Spanish.  

So here are enhancements we made 👇

Let’s take a look into them in detail.

Enhancements in the signup funnel

New qualification system: Together with Katewe developed criteria to identify MQLs (Marketing Qualified Leads). Among them were lead’s role, key use case, projected task scope, and estimated user count for the platform. All to ensure that only the most fitting leads were guided down the funnel.

AI SDR: Dashly’s AI SDR was implemented to automatically engage with new sign-ups in their preferred language, using email, SMS, and WhatsApp. This tool took the heavy lifting off the managers’ hands by qualifying leads and scheduling meetings with MQLs, thus eliminating the need for manual lead qualification from every signup.

Enhancements in the ‘Contact Us’ funnel

Qualification quiz: After leaving their contact data in the form, users completed a quiz that identified MQLs. A staggering 90% of users finished that quiz. After that, MQLs were offered to book a meeting immediately.

Smart Meeting Scheduling: We automated the booking process and up to 70% of leads seamlessly scheduled meetings with VoiceFirst managers themselves.

New live chat funnel

We added a live chat widget to VoiceFirst’s website to give visitors more ways to reach out to the company. If a person sent a message to the chat, our AI SDR came into play to:

• Qualify the visitor;
• Collect their contact information:
• Identify MQLs and offer them instant demo booking.

In the chat, we also enabled AI support bot who handled visitors’ questions about VoiceFirst. 

Lead nurturing across all funnels

Email, WhatsApp, and SMS sequences: Both for the website visitors and signed-up users, Dashly’s set up AI SDR. It worked for two types of leads:

• Leads who didn’t finish qualification and were brought back to the funnel to identify their status
• Leads who scheduled a meeting and were nurtured with follow-up messages to raise meeting attendance.

Nurturing campaigns achieved up to 70% email open rates and a high response rate.

Another very important point for Kate was fitting in the current tech stack, especially integrating with Salesforce.

Dashly’s tools were synchronized with the CRM to provide a seamless transition of contact information and lead characteristics. Prioritization became clear-cut for managers, who could now identify the lead tier at a glance and tailor their approach accordingly.

In the end, we helped Kate’s team not only significantly reduce manual efforts but also pave the way for more meaningful connections with their diverse audience.

Results

Joint efforts brought some pretty impressive results for VoiceFirst:

And here are a few words from Kate herself:

Wanna achieve the same results?

Book a meeting to learn how Dashly AI SDR can boost your inbound conversions and cut costs on the sales team

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