Customer Stories

How Sofy.ai reduced junk meetings by 90% and improved qualified meetings by 60%

Sofy.ai has replaced its HubSpot booking page with a HubSpot form which is connected to a Leadmonk router. They also connected their trial user qualification HubSpot form to a Leadmonk route

About Sofy.ai

Sofy is a robust suite of mobile app testing tools. The platform includes Sofy’s Real Device Lab, which you can access via the cloud, no-code “create once, run anywhere” automated testing abilities, and analytics capabilities to help you pinpoint app deficiencies.

With Sofy, you can support all of the following efforts: Performance testing, Manual testing , UX testing, Real device testing and SofySense, and Sofy’s generative AI-powered personal testing assistant.

The Sofy platform is known for its exceptional responsiveness and user-friendly automation capabilities.

The Challenge

Sofy was struggling with product demo meetings and trial user request meetings with spam/non-work email domain users. Before Leadmonk, they had embedded a HubSpot appointment booking page on their website. Unqualified leads were booking meetings, wasting the valuable time of their sales team.

They wanted to reduce junk meetings, improve qualified meetings, distribute meetings fairly among their sales teams, and route returning/known prospects to the corresponding CRM account owner.

They were looking for scheduling software that seamlessly integrates with their existing HubSpot form and qualifies form submissions instantly (filtering leads with free/temporary email domains and unverified email addresses), route them to the right sales rep, and schedule meetings without the back and forth. They also wanted to reduce no-shows.

How Leadmonk Helped

Sofy.ai has replaced its HubSpot booking page with a HubSpot form which is connected to a Leadmonk router. They also connected their trial user qualification HubSpot form to a Leadmonk router. This integration enabled instant lead qualification, routing, and scheduling of demo meetings, ensuring that only genuine prospects engage with their sales team.

Leadmonk's Real-time Email Verification feature ensured high-quality lead data by eliminating invalid, disposable, personal, and temporary email addresses from their lead capture forms.

Leadmonk's seamless integration with HubSpot CRM ensured that new prospects are created as contacts and meetings are updated in CRM, maintaining the accuracy and up-to-date nature of Sofy.ai's CRM data.

Leadmonk's email reminders helped them effectively reduce no-shows, ensuring that sales reps make the most of their scheduled meetings.

Sofy.ai can now effectively measure the inbound lead conversion rates in Leadmonk, gaining valuable insights into their sales funnel performance. They can track key metrics such as the number of leads submitting forms, the number of qualified leads, the number of scheduled meetings, and the number of no-shows. This data-driven approach enables them to identify areas for improvement and optimize their sales strategies for continued success.

Results

Using Leadmonk, Sofy.ai has been able to:

  • Reduce junk meetings by 90%
  • Improve qualified meetings by 60%
  • Increase inbound lead conversion rates by 25%
  • Reduce no-shows by 30%

Customer Feedback

"Leadmonk has been a game-changer for our sales team. It has helped us reduce junk meetings, improve our qualified meetings, and distribute meetings fairly among our sales teams. We have also seen a significant improvement in our inbound lead conversion rates. We are also very happy with the support from the Leadmonk team. They are always available to help us with any questions or concerns we have. I highly recommend Leadmonk to any business that is looking to streamline their sales process and improve their bottom line." - Nancy, Marketing Manager, Sofy.ai.

Conclusion

Leadmonk is a powerful tool that can help businesses of all sizes improve their sales process. If you are looking for a way to reduce junk meetings, improve qualified meetings, and increase inbound lead conversion rates, then Leadmonk is a great option.

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