Overview

Headquartered in the Los Angeles, California, Involve gives companies an AI early warning system to supercharge customer teams with actionable insights and automation, so they can reduce churn, increase upsells, and improve customer experience.

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Challenge

Like most B2B SaaS companies these days, reaching their target buyer (CRO/Head of Rev Ops) via traditional go-to-market channels like cold outreach deemed a challenge.

Prior to leveraging CoSell, the team was finding some success with warm referrals, however the process wasn't operationalized making it difficult to scale and turn into a repeatable process.

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Solution

CoSell has enabled Involve to drive referrals into their key accounts, resulting in higher close rates and connecting with target prospects in a fraction of the time. The entire sales team is on CoSell--and it's one of the first places they look to break into new accounts prior to performing any sort of cold outreach. In using CoSell, Involve's referral sourced deals have a 50% higher close-rate, and the impact was quick (<3 months).

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