20% increase in conversion

  • 0

    seasonality in sales and productivity

    Compared to the previous situation at Vixiees

  • +20%

    global conversion

    After 2 months of implementation

  • +45%

    calls made by the team

    With the same headcount vs. the previous period

  • +100%

    conversion into priority products

    With a defined and closed system

Initial Situation

Previous stack: HubSpot + Aircall

Quantifiable problems:

  • 0% compliance with follow-up policies

  • 5-7 duplicated deals per customer (multiple comparators)

  • High-margin products systematically ignored

  • Uncontrolled initial response time

Implemented Solution

Critical requirements:

  1. Automatic dialing (inbound/outbound)

  2. Differentiated policies by lead source

  3. Automatic prioritization by economic value

Implementation phases:

  • Weeks 1-2: Pilot with 2-3 agents

  • Weeks 3-4: Metrics comparison

  • Weeks 5-8: Full rollout

Measurable Results

Business KPIs

  • +20% overall conversion rate

  • 100% conversion in priority products (vs. previous selective approach)

  • Elimination of seasonality in productivity

  • Higher call volume with same headcount

Operational Efficiency

  • From 2 platforms to 1 unified interface

  • Elimination of manual retry management

  • Full automation of prioritization

Economic Impact

Without Vixiees (CEO projection):

  • Return of all operational issues

  • Need to hire more agents (+X headcount)

  • Loss of conversion in high-margin products

  • Negative ROI due to conversion of non-priority leads

With Vixiees:

  • Maximization of unit economics per lead

  • Focused conversion on profitable products

  • Scalability without increasing staff

Key Success Factors

  1. Systematic approach to the problem

  2. Gradual implementation with early adopters

  3. Integration with existing stack (HubSpot)

  4. Clear metrics from the start

Executive Conclusion

Vixiees proved to be an investment with immediate return for Cleverea, solving critical operational problems and generating a direct 20% impact on conversion, with a significant improvement in the mix of sold products and efficiency per agent.


  • Description

    Cleverea is a leading insurtech company in digital insurance. They have more than 20 sales agents who receive thousands of leads every month.

  • Web

  • Onboarding

  • Industry

    InsurTech

  • Country

    🇪🇸

  • Company size

    51–200

  • Contract

  • Fundraising

    "€15M Pre-seed & Seed"

Use cases

More teams that have grown with Vixiees

"I now focus on selling and not on pressing buttons. I think we sell more because nothing slips through."

Pepe Talavera

CEO

"I now focus on selling and not on pressing buttons. I think we sell more because nothing slips through."

Pepe Talavera

CEO

"I now focus on selling and not on pressing buttons. I think we sell more because nothing slips through."

Pepe Talavera

CEO

"The main thing for us was being able to define the sequence and set outreach priorities. In addition, being able to do it through different playbooks was essential."

Valerio

Head of Customer Success

"The main thing for us was being able to define the sequence and set outreach priorities. In addition, being able to do it through different playbooks was essential."

Valerio

Head of Customer Success

"The main thing for us was being able to define the sequence and set outreach priorities. In addition, being able to do it through different playbooks was essential."

Valerio

Head of Customer Success

"There was too much agent autonomy. This is neither good nor bad, but it was not efficient. With Vixiees we turned autonomy into efficiency. Everyone performs equally well, and faster."

Víctor Climent

CEO

"There was too much agent autonomy. This is neither good nor bad, but it was not efficient. With Vixiees we turned autonomy into efficiency. Everyone performs equally well, and faster."

Víctor Climent

CEO

"There was too much agent autonomy. This is neither good nor bad, but it was not efficient. With Vixiees we turned autonomy into efficiency. Everyone performs equally well, and faster."

Víctor Climent

CEO

Revel's logo

"Vixiees is for the team a compass that guides us and leads everyone to follow the sales process. As a result, salespeople focus only on their true talent, selling, and not on remembering, planning, contacting, etc."

 Ariadna Rovira

Ariadna Rovira

Head of Sales

Revel's logo

"Vixiees is for the team a compass that guides us and leads everyone to follow the sales process. As a result, salespeople focus only on their true talent, selling, and not on remembering, planning, contacting, etc."

 Ariadna Rovira

Ariadna Rovira

Head of Sales

Revel's logo

"Vixiees is for the team a compass that guides us and leads everyone to follow the sales process. As a result, salespeople focus only on their true talent, selling, and not on remembering, planning, contacting, etc."

 Ariadna Rovira

Ariadna Rovira

Head of Sales

CodeLab's logo

“It gives you peace of mind. You know the process is respected and that the team works automatically. If Vixiees disappeared tomorrow, sales would plummet.”

Rafa Loza

CEO

CodeLab's logo

“It gives you peace of mind. You know the process is respected and that the team works automatically. If Vixiees disappeared tomorrow, sales would plummet.”

Rafa Loza

CEO

CodeLab's logo

“It gives you peace of mind. You know the process is respected and that the team works automatically. If Vixiees disappeared tomorrow, sales would plummet.”

Rafa Loza

CEO

Industrialize your sales

+20% conversion in 90 days. If we don't get there, we keep working for free. If still not, we refund everything.

  • Validated by more than 100 sales teams

  • If you don't sell more, you don't pay

  • Designed by sales teams