Case Study: Carta Achieves 900% Higher Conversation Success Rate with Qualified

Carta Increased Success Rate on Conversations by 900% In Six Weeks and Sourced $1.9M in Pipeline With the Pipeline Cloud

Carta, a San Francisco-based financial technology company, needed a better way to identify valuable website visitors, capture buying intent, and route leads to the right SDRs. Their previous conversational marketing tool didn’t provide enough visitor intelligence, had a brittle Salesforce integration, and led to high chat drop-off and low conversation success rates. Carta turned to Qualified, using its conversational marketing solution along with Qualified Conversations and Qualified for Outreach.

With Qualified, Carta segmented traffic, synced Salesforce data for accurate routing, sent Slack alerts to reps, and used Outreach integration to engage high-intent visitors in real time. The impact was significant: Carta increased its success rate on conversations by 900% in six weeks, sourced $4.9M in pipeline, and achieved 687% ROI.

Carta

Anna Centrella

Director of Sales Development