Case Study: Big Shot boosts productivity 10x and automates 95% of sales tasks with Freshworks

How Big Shot’s Productivity Skyrocketed by 10x Using Workflow Automations

Big Shot, a company that trains new investors to become profitable stock traders, was overwhelmed by more than 8,000 monthly leads and a manual sales process that caused missed follow-ups and lost sales. To organize their database and reduce admin work, Big Shot chose Freshworks’ Freshsales CRM (and later integrated Freshdesk) after evaluating other CRMs for an all‑in‑one, easy‑to‑use solution.

Using Freshworks’ Freshsales workflows and Freshdesk integration, Big Shot automated contact creation, follow‑up task reminders, deal‑stage and status updates, and time‑based invoice generation. The automation covered about 95% of sales tasks, delivering a 10x increase in productivity, a 2x faster sales cycle, and leaving only 5% of updates as manual work.

Big Shot

Guy Brand

Co-Chief Executive Officer