Case Study: InvestNext Achieves 25% Connect Rates and Doubles Meetings with TitanX

InvestNext Turned July Into Their 5th Best Month Ever

InvestNext, a real estate investment management SaaS platform, needed to generate more meaningful sales conversations. Their outbound phone channel, while their best performer, was only achieving an 8-9% connect rate, requiring endless dialing to get results. Head of Business Development Thomas Pellegrino was skeptical of parallel dialers but needed a solution to increase connections, especially during the historically slow month of July.

By implementing TitanX's platform, InvestNext seamlessly integrated the new tool into their existing Apollo workflow without disruption. The solution immediately boosted their connect rate to 25%, with a 36% rate on the first day. This led to July becoming the company's fifth-best month in history, with 60-70% of all meetings generated from TitanX and a doubling of meeting results compared to the previous July.

InvestNext

Thomas Pellegrino

Head of Business Development