Case Study: Moby Cap achieves exponential outbound call growth and seamless Salesforce integration with PhoneIQ

How Moby Capital leveraged PhoneIQ and Salesforce High Velocity Sales

Moby Cap, a small financial services firm offering merchant cash advances, term loans and invoice factoring, needed to scale its outbound sales and deploy Salesforce High Velocity Sales. Their legacy telephony vendor couldn't integrate with HVS or provide power dialing and advanced inbound routing, so Moby Cap selected PhoneIQ and its PhoneIQ Agent CTI to meet those requirements.

PhoneIQ implemented a fully integrated telephony solution for Sales Cloud and High Velocity Sales, including power dialing, call recording, local presence across the US and Canada, ACD queues and desktop/mobile support. As a result, outbound call volume increased dramatically, management gained real‑time visibility into sales KPIs, and Moby Cap transitioned seamlessly to remote work with no on‑premise infrastructure — enabling faster business growth.

Moby Cap

Chad Hammond

Salesforce Admin