Case Study: The PT Services Group achieves 5-10% annual sales growth with Dialpad AI

How PT Services increases sales by 5-10% a year with Dialpad Ai

The PT Services Group, a financial and insurance services prospecting firm, needed a modern collaboration and sales engagement platform as its old on-premises system could no longer support a remote, distributed team. The company turned to Dialpad to help agents work from anywhere while still making local-presence calls and keeping up with fast-changing industry legislation.

Dialpad implemented AI-powered tools including Real-Time Assist cards, call transcription, and Custom Moments to guide reps in real time, improve training, and analyze conversations more effectively. As a result, The PT Services Group saved 2–3 hours per rep each week, cut manual call review time by 20%, and boosted sales by 5–10% year over year, while also strengthening team collaboration and client reporting.

The PT Services Group

Bob Zupanek

President