Case Study: Leading Payment Processor achieves increased marketing ROI and improved sales agent close rates with Invoca

A leading payment processor uses Invoca to drive more phone leads and improve sales agent performance

Leading Payment Processor, a financial services company, needed better visibility into how its digital marketing was driving phone sales and how remote sales agents were handling those calls. Before using Invoca, it had no closed-loop attribution for phone inquiries, limited insight into call quality, and no easy way to monitor agent performance across the full customer journey.

Invoca implemented call tracking, Signal Discovery, and automated quality assurance to connect marketing campaigns to call outcomes, identify high-intent leads, and score 100% of sales calls against custom criteria. As a result, the company improved marketing ROI, reduced wasted spend, and increased sales agent close rates by using data to refine messaging, reallocate budget, and coach agents more effectively.