Case Study: CardTapp achieves 70% local call answer rates and instant sales rep productivity with Koncert Click Dialer

World’s Leading Mobile Client Acquisition Provider Taps ConnectLeader for Better Dialing Solution

CardTapp helps members build referral networks and generate leads using a 20-person outbound sales team targeting mortgage, real estate, insurance and other small businesses. The company struggled to find reliable dialing software that integrated with Salesforce, preserved correct phone-record sync, supported local caller IDs, and stayed simple enough for reps to use without lengthy training—previous options caused wrong dials, required personal cell phones, and overwhelmed the team with complex analytics.

CardTapp implemented Koncert’s Click Dialer, a click-to-call solution that lives inside Salesforce, lets reps dial and log notes instantly, and uses local area codes to lift answer rates from about 20% to roughly 70%. The tool was adopted within 24 hours, shortened onboarding, increased rep productivity immediately, and came with responsive support that resolved issues quickly.

CardTapp

Chris Samms

Sales Manager