Case Studies

We are ranked among the Top 3 CRM Developers in New York City by Clutch for one simple reason: we help our clients make money.

Check out some of their stories below and reimagine what’s possible for your agency with a CRM as your most profitable employee!

Not only do we provide the software to make it possible, we instruct, consult, and execute on our clients’ vision to bring ideas to fruition.

Case Studies
Case Studies
Case Studies
Case Studies
Case Studies
Case Studies
Case Studies
Case Studies
Case Studies
Case Studies
Case Studies
Case Studies

Case Studies

01

T65 Healthcare – Automation Grows Monthly Sales by 1,236% (55->735) in 6 Months

T65 Healthcare is the perfect example of how off the shelf CRM platforms eliminate the benefits of successful marketing efforts. Owners Mike and Kyle are brilliant marketers, but what’s the point if you can’t facilitate the growth?

T65 Healthcare – Automation Grows Monthly Sales by 1,236% (55->735) in 6 Months
T65 Healthcare – Automation Grows Monthly Sales by 1,236% (55->735) in 6 Months

Quote:

StackBoost.io changed how we look at our business entirely. Before we made business decisions based on the limitations of the technology we had. Now, our management team is trained to constantly look for more creative ways to get in front of our customers and let StackBoost.io tell us if the technology can be built to do the job successfully. Every idea we’ve had to date has been met with a solution and implemented accordingly.

In the first 6 months of working together, we increased the number of leads we could facilitate by 2,316% and increased our customer stick rate by 10%. Prior to using StackBoost.io’s automation systems, we employed two full-time administrators to manually delegate leads to sales agents garnered from our various marketing efforts which became incredibly inefficient and highly disorganized.

T65 Healthcare – Automation Grows Monthly Sales by 1,236% (55->735) in 6 Months

We never really knew what was happening with our leads at any given time.

When we spoke to Richard about this, he and his time devised a solution that allowed us to define specific criteria for how leads would be distributed to our staff in order to increase the likelihood of closing a sale. In addition, because we consolidated all of our various systems into one platform, we can track and report live on every aspect of our business which allows us to make changes to our strategy at any given time. We still work with StackBoost.io and plan to continue doing so for the long-term; for the first time, we view our CRM provider as a business partner instead of a vendor.”

T65 Healthcare – Automation Grows Monthly Sales by 1,236% (55->735) in 6 Months

Story

Before

  • Outrageously successful marketing efforts, but lacked the technology to handle the production.
  • Closing a fraction of their true earning potential.
  • Inadequate technology to manage their business enterprise-wide.
  • A high volume of redundant and repetitive tasks that needed to be done by hand to complete a sale.
  • Incomplete and inaccurate reporting of business activity.
  • Unscalable; operating costs increased in proportion to sales.

After

  • Automated over 1,000+ administrative tasks per day.
  • Increased leads facilitated by 2,316% in the first 6 months.
  • Increased sales by 1,236% in the first 6 months.
  • Increased retention rate by 10%.
  • Reduced annual operating expenses by $350,000 in less than 90 days.
  • Tracked and reported on all KPIs of the business process live.
02

Licensed Insurance Advisors, LLC – Scaled from 10 Agents to 100+ Agents Within 12 Months

LIA insurance agents were working out of multiple technology platforms to sell 12 different products across 100+ carriers. This siloing of technology stifled the productivity of their sales staff, and since none of the systems spoke to each other, there was no way to accurately report the day-to-day activity of their business. Scale was a concept that seemed impossible to achieve.

Licensed Insurance Advisors, LLC – Scaled from 10 Agents to 100+ Agents Within 12 Months
Licensed Insurance Advisors, LLC – Scaled from 10 Agents to 100+ Agents Within 12 Months

Quote:

“We’ve never met a CRM firm in our 20+ year career that took the time to understand our business process in order to design a system to not only mold itself around our business, but explore solutions that magnify the strengths instead of trying to fit us into a rigid pre-existing framework.

Our end-to-end process was profitable but hardly scaleable. Our team is comprised of both phone sales and field agents. Regardless of their location, sales staff had to work out of multiple systems to manage leads, conduct follow-up, and all other corresponding activity involved with closing a sale. In addition to being inefficient for them, it made tracking and reporting business activity essentially non-existent. Working out of all these systems that don’t talk to each other prevented us from having accurate reporting to use when making strategic business decisions.

Our #1 priority was to streamline the sales process using automation functionality through an easy-to-use platform that allowed us to track and report on all activity – and that’s exactly what StackBoost.io did.

 

Rich and his team went under the hood of our business to better understand our process, then proposed an affordable and effective strategy for achieving our objectives. They consolidated all of our technology to feed into a CRM/ERP system, applied automated workflows to eliminate manual tasks, and make reporting a bi-product of our business process instead of a process in itself.

We were able to scale our operation without having to increase the cost of production, increased our sales staff 10x, and gained total insight into all areas of our business. We continue working with StackBoost.io because we consider them a valued partner to our organization that allows us to make ongoing improvements to the technology as our team identifies new ways to increase sales.”

Licensed Insurance Advisors, LLC – Scaled from 10 Agents to 100+ Agents Within 12 Months

Story

Before

  • Siloed business process that required sales agents to work out of multiple systems to complete daily business functions.
  • Incomplete and inaccurate reporting of business activity.
  • CRM system was difficult for employees to use.
  • Unscalable – operating costs increased in proportion to sales.

After

  • Successfully scaled from 10 agents to over 100+ within one year.
  • Automated over 1,000+ tasks per day.
  • Automated lead distribution, management, and follow-up.
  • Reduced annual operating expenses by $250,000 in less than 90 days.
  • Tracked and reported on all facets of the business process live.
03

Licensed Insurance Advisors, LLC – Scaled from 10 Agents to 100+ Agents Within 12 Months

LIA insurance agents were working out of multiple technology platforms to sell 12 different products across 100+ carriers. This siloing of technology stifled the productivity of their sales staff, and since none of the systems spoke to each other, there was no way to accurately report the day-to-day activity of their business. Scale was a concept that seemed impossible to achieve.

Licensed Insurance Advisors, LLC – Scaled from 10 Agents to 100+ Agents Within 12 Months
Licensed Insurance Advisors, LLC – Scaled from 10 Agents to 100+ Agents Within 12 Months

Quote:

“Our leadership team has been at this a very long time. I’ve personally worked in Medicare sales at both the agency and Carrier level. I have tried a handful of different CRM platforms ranging from the million-dollar brand name systems (Salesforce, Dynamics) to the more basic mass-marketed platforms. Until working with StackBoost.io I really thought most of the ideas I had for growing my business through technology must be impossible since I’d never seen anyone even try.

Our primary purpose for working with StackBoost.io was to seamlessly integrate our sales, customer service, and operations department. We needed to streamline communication between all areas of our business and automate redundancies for tasks that were primarily being done by hand. They connected our dialer to the CRM and let the CRM be the driving force allowing us to set complex rules for how calls are distributed in addition to tracking metrics associated for improving our sales process.

 

The combination of this type of reporting and automation has not only increased our total sales but drastically increased our profitability as an agency.

The team’s knowledge of our needs was incredible and they built the dream system we’d always wanted. But above all, StackBoost.io offers one thing that truly stands out from any other company I’ve worked with. If we have ideas about new ways to leverage our CRM or seemingly outrageous ideas we wish the system could accomplish to make more money they build it for us at a reasonable cost. We learned to stop making assumptions for what’s possible and simply throw our ideas at their team to investigate. To date, they’ve never had to say no. This has been absolutely paramount to the way we now approach and observe our daily business activity – there’s always room to improve, and now we have a resource to help us make those improvements effectively.

Licensed Insurance Advisors, LLC – Scaled from 10 Agents to 100+ Agents Within 12 Months

Story

Before

  • Siloed business process that required sales agents to work out of multiple systems to complete daily business functions.
  • Incomplete and inaccurate reporting of business activity.
  • CRM system was difficult for employees to use.
  • Unscalable – operating costs increased in proportion to sales.

After

  • Successfully scaled from 10 agents to over 100+ within one year.
  • Automated over 1,000+ tasks per day.
  • Automated lead distribution, management, and follow-up.
  • Reduced annual operating expenses by $250,000 in less than 90 days.
  • Tracked and reported on all facets of the business process live.
04

Guardian LifeWatch – Built Custom Artificial Intelligence (A.I.) Functionality to Replace Overseas Call-Center.

Guardian LifeWatch’s business was hit hard as a result of COVID-19. Call center employees overseas were not allowed to go to the office, and it put their front-end sales process in jeopardy. Ownership had already invested a sizeable amount of money over the year with teams of engineers to build out A.I. functionality that still hadn’t been completed. Now their business was at risk due to this unprecedented and unforeseen global pandemic.

Guardian LifeWatch – Built Custom Artificial Intelligence (A.I.) Functionality to Replace Overseas Call-Center.

Quote:

“I’m not going to say just how much money we spent with other engineers trying to get our A.I. project into production, but it was a lot. When COVID-19 took the world by surprise it uncovered a level of vulnerability to the business we simply weren’t prepared for. A significant portion of our front-end sales process involved leveraging an overseas call center, but now they weren’t allowed to work in an office and we didn’t have the technology infrastructure to support them all working remotely from home. We had been working on building a custom A.I. platform that could replace the call center for close to a year, but it still wasn’t close to completion. We felt like we were boxed into a corner.

I asked around through friends and colleagues for a referral and was introduced to StackBoost.io. I was told that their team took a unique approach to build specialized solutions for clients that didn’t force them into some type of pre-built platform. The truth is we were somewhat desperate and if they could build what we need I was ready to write a blank check to get it done.

 

However, the team at StackBoost.io treated us with respect and an attitude towards securing a long term partnership. They charged us a fraction of what we had paid other engineers to do the job successfully without exploiting our situation, and they did it in a 1/3rd of the time. We have completely replaced our call center operation with the A.I. platform we dreamed of. We are not back to business as usual, we have significantly reduced our overhead and StackBoost.io has built out additional automation systems that have increased our lead management, distribution, and closing process that has allowed us to transition from growing to scaling.

We continue to work with StackBoost.io today and intend to for the foreseeable future, they are an asset to our organization and I consider them a trusted partner to our leadership team.”

Guardian LifeWatch – Built Custom Artificial Intelligence (A.I.) Functionality to Replace Overseas Call-Center.

Story

Before

  • Heavily invested in A.I. development that was incomplete after a year of production.
  • Business at risk due to overseas call-center employees being unable to attend work.
  • Siloed business process that required sales agents to work out of multiple systems to complete daily business functions.
  • Incomplete and inaccurate reporting of business activity.
  • Unscalable – operating costs increased in proportion to sales.

After

  • Successfully replaced an entire call-center with A.I. technology.
  • Built out one-click solutions for automating billing functionality.
  • Consolidated all external technology into one centralized platform to streamline the sales process.
  • Automated lead distribution, management, and follow-up.
  • Reduced annual operating expenses by $350,000 in less than 90 days.
  • Tracked and reported on all facets of the business process live.
05

BlackHawk Marketing – Automated 500+ Hours of Manual Tasks Per Month

BlackHawk Marketing was boxed into using antiquated software that forced employees to waste hundreds of hours per month doing laborious business tasks by hand to sell Medical Equipment. Without a better solution, they were limited in their earning potential and unable to fathom the idea of scaling their business.

BlackHawk Marketing – Automated 500+ Hours of Manual Tasks Per Month
BlackHawk Marketing – Automated 500+ Hours of Manual Tasks Per Month

Quote:

“To say we were frustrated would be an understatement. While we were a profitable business, it was very clear that our technological infrastructure was the #1 enemy for achieving our full potential. We were working out of Google Sheets company-wide for lead management and distribution, and nearly every other aspect of our business operated out of a different system. We tried off-the-shelf CRMs (Zoho, Pipedrive) that offered some improvement, but the true customization we needed to enhance our sales process would cost hundreds of thousands of dollars using a company like Salesforce. Having worked with Rich in the past at a different company, we got to talking about CRMs.

Rich and his team took the time to interview us and learn about our business process to identify the most critical areas impacting our company and design a solution that could address them immediately. They treated us like a valued client instead of a number.

 

They sought to design a solution that enhanced our competitive advantage while respecting that we didn’t do business the same way as every other Medical Equipment business and force us into some type of pre-existing platform.

Our most expensive and time-consuming task involved generating medical paperwork and faxing document packages to medical offices for review. StackBoost.io built out an automated workflow with one-click functionality that addressed this problem and produce packages based on pre-existing information in the system for each customer. The PDF came out perfect nearly 100% of the time. They even took it one step further by having the system automatically highlight the areas doctors would need to sign, then added another one-click function to digitally fax the paperwork to the appropriate medical office. One package would take administrative staff between 20-25 minutes to complete, now it took less than 5 seconds. The difference is night and day.”

BlackHawk Marketing – Automated 500+ Hours of Manual Tasks Per Month

Story

Before

  • Unorganized business process that required sales agents and administrative staff to work out of multiple systems to complete daily business functions.
  • Inadequate software to manage their business enterprise-wide.
  • A high volume of redundant, repetitive, and laborious tasks that were being done by hand
  • Clerical errors were frequent, costly, and time consuming
  • Incomplete and inaccurate reporting of business activity.
  • Unscalable; operating costs increased in proportion to sales.

After

  • Built “No-Click” solutions for medical documents that reduced time to complete from 20-25 minutes to 3 seconds.
  • Built “one-click” solutions for sales staff to automatically verify customer eligibility through Medicare, Medicaid, PECOS, and Same & Similar on live calls. Time to complete reduced from 3-5 minutes to 3 seconds and increased selling time for agents by 1 hour per day.
  • Automated over 1,000+ tasks per day.
  • Automated lead distribution, management, and follow-up.
  • Reduced annual operating expenses by $250,000 in less than 90 days.
  • Tracked and reported on all facets of the business process live.