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A CASE STUDY

How Hybrid Financial Tripled its Business with basix.ai

basix.ai enabled Hybrid to scale it’s sales operations in a way that was never thought possible before.

Hybrid has set up and operates on behalf of over 100 unique companies with the basix.ai system. basix.ai ensures their client sales teams are delivering results for their clients. They are able to do this across Canada & the US in large part to basix.ai. 

+106% Pipeline

Hybrid Financial has seen its clients’ pipelines double in size. This by itself isn’t the goal though; more qualification and disqualification has led to more completed deals. 

+63% Live Customer Calls

Getting more prospects on the phone is easy. basix.ai’s workflow makes this faster and more efficient than you ever thought possible. By reducing time between calls, agent’s can spend more time talking to prospects.

+202% Buyers

Disqualifying and qualifying more prospects increases the quality of late-pipeline prospects. basix.ai learns what’s working for you and helps you find the next best deal to complete.

Year Established
Products
Team Size
Clients

“We have gone from using several different CRMs and sales tools to just one. As a result of our unused data now being put to use, we have seen revenue grow by a factor of 4.”

CEO at Hybrid Financial

“basix.ai’s ease of use and full performance transparency means I get to spend my time on coaching instead of wrestling different pieces of software”

Sales Manager at Hybrid Finanacial

Hybrid Financial’s 2019

By taking full advantage of basix.ai, Hybrid Financial has become the leader in its industry and growth is showing no signs of slowing down. 

MM+
Live Calls
MM+
Emails Sent
MM+
Data Points Collected

Hybrid Update – Q1 to Q2 in 2020

Hybrid continues to see large quarter over quarter growth with basix.ai. As a company uses basix.ai, the more great outcomes become the focus. Based on the results, the system understands what’s working. basix.ai then focuses the sales team on those areas to drive more results. What happened at Hybrid Financial last quarter? Sales meetings and completed deals grew with roughly the same team size. 

+53% Completed Deals
+45% Meetings Booked 
+2% Staff Growth

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