Case Study: BambooHR achieves faster lead response and higher SDR productivity with Velocify

BambooHR Makes the Switch to Velocify to Empower Sales Reps

BambooHR, a Lindon, UT–based provider of award‑winning HR software for small and medium businesses, faced a growing sales bottleneck: slow responses to new leads, poor call quality, Salesforce syncing issues, long transfer hold times, and no easy way to prioritize or redistribute leads—problems that kept SDRs from owning and personalizing outreach.

By implementing Velocify Pulse and Dial‑IQ alongside Salesforce and ActOn, BambooHR introduced lead scoring, native Salesforce integration, and smarter workflows that give reps ownership of leads and streamline transfers. As a result, 85% of new leads are now called within five minutes, transfer hold times fell from five minutes to under one, productivity rose significantly, and the SDR team was able to double in size.

BambooHR

Drew Dooley

Saleforce Administrator