Case Study: Okendo boosts qualified meeting conversions with RevenueHero

How Okendo drives higher inbound conversion rates with RevenueHero

Okendo, a unified platform for customer reviews, referrals, and loyalty used by over 8,000 Shopify brands, was facing significant challenges with its demo request process. Despite a high 80% conversion rate, their RevOps team struggled with a slow-loading booking page from a previous vendor and complex, manual lead routing within HubSpot, which created a poor experience for prospects and internal inefficiencies.

By implementing RevenueHero, Okendo automated and streamlined its scheduling and lead routing. The solution integrated directly with their HubSpot CRM to instantly present the correct rep's calendar after a form submission, using custom rules for assignment. This resulted in a qualified meeting conversion rate increase from 80% to 87%, a 21% boost in form submissions, and nearly eliminated incorrect meeting assignments, saving the team significant time and effort.

Okendo

Drew Frayre

Revenue Operations Manager