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From Struggle to Success: How Calltastic Upped the Game for UpEquity

Sales Growth

2x Consumer Sales

Year over Year

Cost Efficiency

Lower Cost per Acquisition

Maintained Consistent CPA

Operational Impact

Reduced Operating Costs

Nationwide Expansion Enabled

THE CHALLENGE

Since its inception in 2019, UpEquity has been committed to redefining the home-buying experience. Their flagship solution, the UpEquity TradeUp program, assists homeowners in simultaneously buying and selling homes.

However, as 2022 drew to a close, UpEquity faced a significant hurdle. The inside sales team's performance was declining, resulting in fewer cold outbound attempts to real estate agents. This posed a risk to the company's ability to schedule critical appointments for its sales executives.

Low Productivity

Inside sales team performance declining, fewer outbound attempts

Poor Sales Efficiency

Unable to schedule critical appointments for sales executives

High Cost per Acquisition

Operating costs not aligned with budgeted cost per acquisition

To address this, UpEquity explored multiple outsourcing options, eventually partnering with Calltastic. This case study highlights how Calltastic transformed UpEquity's outbound sales efforts and became an indispensable partner.

THE CALLTASTIC SOLUTION

To tackle this challenge, UpEquity initiated a thorough exploration of outsourced appointment-setting services, both domestically and offshore. Among the vendors tested, Calltastic emerged as a frontrunner. Here's how Calltastic addressed UpEquity's needs:

Comprehensive Outbound Call Platform

Calltastic provided a robust solution through its outbound call platform. Leveraging offshore remote talent with expertise in outreach and appointment setting, Calltastic efficiently dialed out to real estate agents qualified for UpEquity's TradeUp program.

Expertise in Remote Talent

Calltastic's team, proficient in outreach and appointment setting, ensured that each contact was meaningful. This expertise was pivotal in establishing a direct line of communication with real estate agents, ultimately enhancing UpEquity's engagement efforts.

Cost-effective Operations

UpEquity cited Calltastic's lower operating costs as a crucial factor in their decision. By reducing expenses without compromising on quality, Calltastic provided a financially sustainable solution for UpEquity's outbound sales challenges aligning it's cost model to match with UpEquity's budgeted cost per acquisition.

Complimentary Consultative Support

Calltastic's contact center experts helped UpEquity through every step of the way including technology implementation, reporting configuration, and operational best practices.

THE RESULTS

Measurable impact that transformed UpEquity's sales operations

Doubled Consumer Sales Year over Year
Maintained Consistent Cost per Acquisition
Allowed Sales to Focus on High Value Interactions
Reduced Operating Costs
Optimized Outbound Leads to Growth
Nationwide Expansion of TradeUp Program
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See how Calltastic can help you scale your outbound sales efforts and reduce costs—just like we did for UpEquity.