Case Study: FinancialForce drives 40% of sales conversations and identifies 96% of video viewers with Vidyard

Using Video to Drive More (and Better) Sales Conversations

FinancialForce, a leading provider of professional services automation and customer‑centric ERP on the Salesforce platform, faced the challenge of generating more and better sales conversations and getting prospects to engage with its product story. The company needed a scalable way to surface interested buyers and improve the quality of leads entering its sales pipeline.

By deploying Vidyard video to deliver product tours and targeted outreach, FinancialForce drove 40% of its sales conversations from video, achieved an 89% completion rate on product tour videos, and identified 96% of video viewers—significantly increasing engagement, lead visibility, and sales efficiency.

FinancialForce

Michaleen Craig

Digital Analyst and Front End Developer