Case Study: Close.io improves trial qualification and customer success with Aircall

Close.io - Customer Case Study

The customer, Close.io, a sales software company, faced the challenge of efficiently qualifying a high volume of inbound free trial signups to ensure they only onboarded clients who would receive significant value from their product, thereby maximizing customer success and retention.

The vendor, Aircall, detailed a solution where the Close.io sales team personally called every new trial user within five minutes of signup to conduct a rigorous, two-part qualification process. This approach, which prioritized fit and potential value over immediate sales, helped Close.io build stronger relationships, maintain a clean sales funnel, and achieve a drastically higher response rate of 70% from phone calls compared to 16% from emails.

Close.io

Steli Efti

CEO and Co-Founder