Increased Lead-to-Opportunity Conversion Rate with In-App Guidance on Salesforce CRM

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A company struggled with low lead-to-opportunity conversion rates due to sellers' lack of access to key prospect information within the CRM. By deploying Whatfix’s Smart Tips featured embedded persona cards, the company enabled more tailored sales conversations, leading to increased conversion rates and pipeline value.

Sellers often lacked the necessary knowledge of prospects' needs and preferences, making it difficult to tailor their sales approach effectively. Although the information was available, it wasn’t accessible when sellers needed it most—while they were in the CRM and interacting with prospects. This gap led to poor lead-to-opportunity conversion, ultimately affecting pipeline generation and revenue.

Whatfix was configured to identify specific lead types based on parameters such as company size and lead designation. Smart nudges were then used to dynamically provide sellers with key information about each identified account directly within the CRM. Additionally, persona cards were integrated into the nudges from a knowledge base, empowering sellers to tailor their pitches more effectively to each prospect.