Case Study: Zuman achieves a 180% increase in booked sales meetings with Velocify Pulse

Zuman Increases Booked Sales Meetings by 180% with Velocify

Zuman, a Pleasanton-based HR and payroll outsourcing provider founded in 2012, helps SMBs scale by combining software with expert HR services. As growth accelerated, the sales team faced manual, time-consuming lead assignment and tracking processes, limiting productivity and visibility into pipeline velocity.

Zuman implemented Velocify Pulse and Dial‑IQ, integrated with Salesforce and Marketo, to centralize workflows, automate follow-up, and give reps a single workspace. The new stack drove rapid results—booked sales meetings climbed about 180% within months, and connection rates rose 55% after adding Dial‑IQ with local presence.

Zuman

Angela Hunter

Marketing and Sales Operations Manager