A U.S. Sales Team Closed 28% More Deals After Switching to 360 CTI

How a U.S. Sales Team Closed 28% More Deals After Switching to 360 CTI 

The client is a U.S.-based B2B sales team managing outbound prospecting, lead qualification, follow-ups, and opportunity conversations inside Salesforce. Their standalone dialer lived outside Salesforce entirely — reps were switching tools mid-conversation, logging calls manually after every interaction, and creating follow-up tasks from memory. As call volume grew, Salesforce records fell behind, follow-ups were missed, and managers were making pipeline decisions based on what reps told them — not what the data showed. 

In this case study, you’ll learn how we: 

— Moved all outbound calling inside Salesforce Lightning — reps stopped switching between tools mid-conversation
— Enabled click-to-dial from every lead, contact, and opportunity record
— Cut manual call logging time by 48% with automatic outcome and note capture after every call
— Configured power dialer for structured outbound sequences — higher call volume without adding headcount
— Auto-created follow-up tasks after every call, reducing missed follow-ups and keeping the pipeline current
— Closed 28% more deals in the first full quarter after switching — attributed to faster follow-up and better call context 

Result line: The result: 28% more deals closed in the first full quarter, with no increase in headcount or call volume.