Case Study: Axio Financial achieves greater sales efficiency with Vonage

Axio Financial Taps Vonage to Make Sales Teams More Efficient

Axio Financial, a U.S. broker-dealer specializing in structured financial products, needed a next-generation communications platform to support rapid growth and a more complex sales operation. Working with Vonage, Axio sought a full-featured contact center and unified communications solution that could integrate natively with Salesforce, improve mobility, and help sales teams manage large volumes of data and calls more efficiently.

Vonage implemented Vonage Business Communications and Vonage Contact Center as part of the Axio Acceleration Platform, embedding calling and dialer functions into Salesforce and enabling mobile access for in-office, hybrid, and remote staff. The results were strong: Axio Financial improved salesperson efficiency, achieved a 500% year-over-year talk time uplift in 2018, and increased outbound dialing attempts by 30% in the same period.

Axio Financial

Rick Baff

Chief Information Officer