Close CRM
29 Case Studies
A Close CRM Case Study
Foursquare, a location‑based advertising company selling products like Promoted Places and Place Based Ads to enterprises, SMBs, mid‑market clients and international markets, faced a sales‑ops challenge as it moved from long enterprise cycles to high‑volume, phone‑driven SMB selling. Their Salesforce setup was too heavy for reps who make 100–150 dials a day: call logging required 16 clicks, inbound interactions weren’t reliably tracked, and the complexity slowed reps and undermined sales culture and scaling plans.
Foursquare switched to Close, migrating data with strong vendor support and using Close’s built‑in call/email logging and API to build custom scoreboards. The change cut call‑logging from 16 clicks to 2, reduced onboarding to under an hour, improved interaction tracking and rep morale, and made rapid A/B testing and scaling far easier—enabling faster KPI improvements, lower operating friction and more predictable, measurable growth.
David Greenberger
National Director, Sales & Merchant Partnership