Case Study – Data Capture
Cognism provides marketing and sales acceleration software for B2B companies. They approached FunnelFox with two challenges:
- Time was being wasted by manually documenting emails and meetings in Salesforce.
- Team members were frustrated and regularly failed to record an interaction.
“It’s critical that all customer communication is recorded”
Cognism rolled out our CRM Sync to the entire team.
- Aileen, Head of Outbound, emphasizes: “It was easy to pick up. Team members just sign in. It’s a simple addition to what people are doing already.”
- That same week the time wastage was resolved and employees were freed of their frustration, without changing their processes.
By using FunnelFox, the team had freed up 17% capacity while assuring data quality and consistency across the organization. As Aileen puts it best: “FunnelFox saves time, reduces stress, and makes life more organized”