Case Study: Carson Group Holdings achieves 20x faster lead prioritization with Provectus AI lead scoring

Carson Group Holdings boosts lead scoring accuracy to 96% with Provectus

Carson Group Holdings, a company providing services and support for investment advisors, was facing a challenge where its advisors were spending excessive time on leads that would never convert. Their manual, rule-based lead scoring process in Salesforce was inefficient. Carson partnered with Provectus to implement a machine learning lead scoring solution to better identify high-potential prospects.

Provectus built and deployed an AI-powered lead scoring model integrated directly with Salesforce in just five weeks. The solution achieved 96% model accuracy for predicting lead conversion and included an automated retraining pipeline. This allowed Carson's advisors to prioritize the best leads 20 times faster, significantly cutting customer acquisition costs and improving how marketing teams evaluated campaign performance.

Carson Group Holdings