Case Study: Strategic Growth achieves improved prospecting success and reduced phone costs with Twilio

Strategic Growth Helps Companies Improve New Prospect Success by Integrating Salesforce and Twilio

Strategic Growth, an Austin-based systems integrator that customizes Salesforce for small and mid-sized customers, was asked by a social media marketing client to replace an expensive ($30,000/yr) voice provider that didn’t integrate with their prospecting process. The client needed local caller ID (calls from local numbers are ~50% more likely to be answered) and automatic routing of return calls to the salesperson who originally called, even when prospects dialed the company’s main number.

Strategic Growth implemented a Twilio + Salesforce solution using the Twilio Salesforce library: salespeople click “Call Prospect” or “Call Mobile,” Salesforce prevents recent re‑calls, outbound calls use local numbers, calls are recorded and attached to records, and inbound calls are routed to the correct rep by matching caller ID to the CRM. The proof‑of‑concept took 40 hours and the initial system was live in two weeks; the client saw higher answer rates and substantially lower phone costs under Twilio’s pay‑as‑you‑go pricing, and implementation time was less than half that of traditional contact‑center providers.

Strategic Growth

Caleb Sidel

VP of Technology