Conversica
61 Case Studies
A Conversica Case Study
Coolfront, a mobile app that provides cloud‑based flat‑rate pricing for HVAC, plumbing and electrical contractors, was generating hundreds of inbound leads each month but had a small sales team that couldn’t keep up. Leads piled up, tasks were forgotten and opportunities were slipping through the cracks despite good lead tracking in Pardot and Salesforce.
Conversica deployed its AI sales assistant, “Sarah,” to engage every inbound lead, qualify interest through natural email conversations, and pass only the hottest leads to the sales team. The result: the inbound backlog was eliminated, the team qualified more leads even after losing a salesperson, strain on sales and marketing was reduced, and Coolfront saw over $7,000 in additional orders within a few months.
Kathryn Morrill
Sales and Marketing Manager