Case Study: Carta cuts reference-matching time by 67% with UserEvidence

Carta cuts reference-matching time by 67% with UserEvidence

Customer Carta, a platform for equity and cap table management, faced a fragmented and inefficient customer reference process. With no centralized owner, reference matching was slow and there was no system for tracking outcomes. Siana Maghazei, the Customer Reference Program Manager, turned to UserEvidence to help streamline the program and decrease the time it took to match sales reps with suitable customer references.

With UserEvidence, Carta centralized all reference requests into a single intake channel. The solution involved a company-wide launch with sales enablement and the use of UserEvidence and AI to vet reference candidates based on positive customer sentiment. As a result, Carta achieved an 80% seller adoption rate, slashed the time to reference match by 67% from six days to two, and increased reference call completion by 66%. UserEvidence provided the tools necessary to build a scalable and efficient reference program.

Carta