Turn Calls into Cash - The story of a CAT Dealer who Boosted Sales 76% in 90 Days

Calls are coming in, but you’re not sure which marketing campaigns are working. You know customers are slipping through the cracks.

That’s exactly where Mike (Changed for privacy), a CAT dealer on the west coast, found himself. Despite investing in marketing and sales, sales were flat.

Then, Mike discovered Convirza. In just 90 days, his dealership saw a 76% sales increase in sales from phone calls—turning calls into cash like never before. Let’s break down how Convirza helped make it happen.

A Smarter Phone System to Capture Every Lead

Mike’s first challenge was his outdated phone system. Convirza stepped in with a streamlined phone system that uses customizable call routing and IVR to ensure every call reaches the right person.

“The data is just amazing. We’re excited because now we get alerts sent to us whenever there is a missed opportunity. The future is pretty exciting with this data.”

• Marketing Manager, CAT Dealer

Marketing Success

Mike needed to know where his leads were coming from.

Convirza’s marketing attribution uses Dynamic Number Insertion (DNI) to track which ads, keywords, or campaigns lead to calls, while AI voice analyzes conversations for buying intent and sentiment.

1. The marketing team had click-to-close, which funnels produced the most customers, and how much they were worth.

2. The marketing team got weekly reports of all qualified buyers. They had the dream list for retargeting ads and lookalike audiences.

3. They had data on ads clicked, pages visited, and what actions led to transactions (calls).

Ultimate AI: Insights That Drive Action

Next, Mike needed to understand his customers better without spending hours analyzing calls. 

Convirza’s Ultimate AI uses artificial intelligence to analyze conversations, score leads, and automate follow-ups.

Ultimate AI identified many callers were asking about CAT equipment but weren’t booking appointments. It automatically flagged these leads and triggered follow-up emails, keeping them engaged. One day, Ultimate AI detected a high-intent caller who mentioned a competitor’s price—Mike’s team swooped in with a better offer, closing the deal. This automation helped Mike focus on hot leads, contributing to that 76% sales spike in just 90 days.

SMS Capabilities to Keep Customers Engaged

Not every caller buys on the first call, and Mike noticed some leads were going cold. Convirza’s SMS features solved this by sending automated follow-up texts.

After a customer called about a CAT excavator but didn’t commit, Convirza sent a text to stay top of mind.

They also used texting to gather more 5 star reviews, asking clients just after purchasing (when they are most likely to give 5 stars).

AI Voice for After-Hours and busy season

AI Voice for after-hours conversations. This reduced labor costs substantially, and allowed customers to get adequate support after hours. This was customized to their needs.

Turn Your Calls into Cash Today

Mike’s story shows what’s possible when you harness the right tools. Convirza will help you turn calls into cash today.