Case Study: CareStack boosts deal uptake by 47% with Convin Conversation Intelligence

Carestack sees uptake of 47% on closer rate after adding Convin’s Conversation Intelligence in their sales stack

CareStack, an Orlando-based dental practice management SaaS company, needed a better way to handle high call volumes, review sales conversations, and understand customer pain points, sales objections, and whether its team was following Sandler’s sales methodology. The company was struggling with manual call auditing and lacked a reliable system for extracting customer and revenue intelligence from sales calls.

Convin implemented its Conversation Intelligence platform, integrating call recording, transcription, automated notes, and analysis into CareStack’s sales stack and HubSpot CRM. With Convin, CareStack improved call note quality, shortened coaching and review time, increased deal uptake by 47%, boosted marketing video view time by 60%, and used customer insights to create more targeted virtual events and sales follow-ups.

CareStack

Dan Hall

Director of Sales