How Cresta doubled the sales conversion rate for a Top-5 SaaS Company

Challenge

This global software leader develops and sells financial, accounting, and tax preparation software for small businesses, accountants, and individuals. The team had recently adopted a sales chat-based sales strategy and was looking to optimize operations. The company needed a way to get more value from their sales teams without sacrificing quality in their customer interactions or significantly altering the way their salespeople do business.