Case Study: iotum (cloud-based meeting solutions company) achieves streamlined sales, traceable leads and more cross-sell opportunities with Freshsales

iotum - Customer Case Study

iotum, a Canada‑based cloud meeting‑solutions provider, struggled with a fragmented sales process: customer enquiries were scattered across instant messages, Word/Google docs and spreadsheets, and a costly, underused Salesforce deployment. After evaluating Zendesk and Salesforce (Desk), iotum chose Freshsales (part of the Freshworks suite) to centralize sales activity and replace ad‑hoc tracking with a CRM that fit their small, cross‑functional team.

Freshsales was implemented alongside Freshdesk and Freshcaller, with easy onboarding, email sync, pipelines, deal reporting, and campaign/workflow capabilities. The Freshsales integration made leads and ticket histories fully traceable (no more lost spreadsheets), enabled analytics for call peaks and team resources, and created more cross‑sell/upsell opportunities—delivering steadier handoffs for new hires and measurable visibility into pipelines and campaign metrics like opens and clicks.

iotum

Cara Herbig

Global Accounts Manager