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OMX Sales

Case Study on

SaaS Companies – Streamlining Inbound Demo Requests

Client: A SaaS firm offering HR tech solutions

SaaS Companies – Streamlining Inbound Demo Requests

Challenges

Demo requests and free trials weren't converting effectively:

Inbound demo requests were not being followed up quickly

Trial users often never returned to complete onboarding

Data was scattered across sales, support, and product teams

The OMX Sales Solution

Lead Routing & Automation: Demo requests were instantly assigned and responded to

Drip Campaigns for Trials: Automated onboarding messages via email and WhatsApp

Central CRM: Unified customer info across sales, product, and support

Results & Impact

Trial-to-paid conversions jumped by 55% through better onboarding

Onboarding drop-off reduced significantly with timely engagement

Sales & support teams collaborated better with unified data