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Case Study

Boosting Close Rates by 8 Points

Zintex's Growth Story with Upgrade

  • Zintex partnered with Upgrade to leverage its Know Before You Go tool to increase their close rate by 8%.

Overview

Offered payment
options Path to Approval clipboard

Financing-ready leads

Thunderbolt Fast

Declined customers reactivated

+8 percentage point increase in close rates

Challenges

Leads weren’t effectively prioritized, and sales reps often lacked financing insights to tailor conversations. As a result, opportunities were missed and close rates suffered.

lower cost graph chart down

Minimal lead prioritization

Missed opportunities

Lower close rate

Solutions

By prescreening customers through Know Before You Go, Zintex was able to optimize their sales and marketing processes — leading to stronger appointments and more intentional marketing campaigns.

Headset customer support

Call center prescreened leads daily

Sales reps tailored pitches with financing options

Reconnect with declined customers

Zintex Remodeling Group partnered with Upgrade to leverage its prescreen tool Know Before You Go, boosting their close rate by 8%.

We do our best to make sure the leads pre-qualified through Know Before You Go are assigned every single time because the close rate is so much higher.

Bryan Kemp

VP of Sales