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:
Automatic dialing (inbound/outbound)
Differentiated policies by lead source
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
Systematic approach to the problem
Gradual implementation with early adopters
Integration with existing stack (HubSpot)
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.










