How Azeus Convene Used
Multi-channel Outreach to
Expand Their Business
Teams using Klenty
SDRs, AEs
Scaled multi-channel
outreach
Coached reps using
data-driven insights
Saved hours on
manual data entry
Improved overall
call productivity
Challenges
Chaotic execution of tasks
Inability to combine multiple channels in a single sequence
Hours wasted on manual work
Inadequate reporting
About Azeus Convene:
Azeus Convene, founded in 2010, is a Board Management Software.
Designed specifically for senior-level executives and company
secretaries, Convene gives them complete control over the
meeting process—from pre-meeting preparation to post-meeting
documentation—and ensures good governance driven by security and
accountability.
Challenge
When Craig Henderson joined Azeus Convene as the US Head of
Sales, he noticed the biggest problem in execution—all outreach
activities were manual.
Reps were in a constant state of chaos. They were disorganized,
with each rep doing their own thing since there was no
standardized process in place.
They sent emails, made calls, and performed LinkedIn touches at
random. Switching between each tool added a lot of friction to
their workflows.
Keeping up with conversations across multiple platforms proved
laborious and challenging. Due to this, responses from leads
declined drastically.
With zero insights into outreach performance, reps didn’t know
what was working—which led to inconsistency in hitting targets.
Reps also wasted time manually updating Pipedrive.
Craig, having worked in the sales development industry for 6
years, realized how crucial it was for the team to have a Sales
Engagement Platform.
So, he was in the market for a platform that would enable reps
to:
Perform cold email and follow-up activities on time
Execute call after call seamlessly
Perform LinkedIn touches at scale
Sync engagement activities to Pipedrive with zero manual
effort
Improve performance based on data and insights
The Klenty Difference
Scaled multi-channel sequences
One-click LinkedIn tasks execution
Ability to operate out of Pipedrive
Seamless data flow between Klenty and Pipedrive
Ability to coach reps using data-driven insights
Favorite Features
LinkedIn Automation
Call Recording
Sales Dialer
Pipedrive Integration
Reports
Solution
Craig found Klenty through a Google Search for ‘Sales
Engagement Platforms’. Once he started using Klenty, he saw
that it was a one-stop-shop for all the challenges the team
was facing.
Reps could now:
Execute multi-channel sequences at scale
Personalize each touch-point with relevant messaging
Record all engagement activities in Pipedrive
Create a collaborative environment for the team
1
Combine Multiple Channels into a Single Sequence
Klenty’s seamless importing via CSV files helped Azeus Convene
route leads to the right sequences and kick off campaigns with
a blend of emails, calls, and LinkedIn touches.
Instead of relying on intuition and guesswork, reps now knew
exactly what activities to perform every day.
’Multi-channel Inbox’ collated all conversations across
multiple channels in a single place. Reps could reply to
emails and LinkedIn messages, and attend missed calls—all from
one view.
2
Keep Pipedrive CRM Up-to-Date Without Manual Work
“Klenty, because it integrates with Pipedrive, that’s one
of the winners. We can have that flow of information back
and forth.”
Reps could auto-update engagement activities like email opens,
clicks, and responses, call outcomes and notes, and LinkedIn
touches in Pipedrive. They could automate tasks like:
Creating an activity for a Deal when an email is sent
Creating an activity for a Person on a response
Recording an activity for the Person if leads showed
interest
3
Perform Automated LinkedIn Touches Within Klenty
“LinkedIn automation within the app has made
a huge difference. The team can activate the tasks from
one screen, and it is simple and easy to do. That’s a win,
in my opinion.”
Craig was delighted when Klenty launched In-App LinkedIn
Automation. Reps could schedule and execute tasks such as
Connect Requests, InMails/Messages, and Profile Visits. Klenty
also helped them personalize their messages using lead
information.
4
Boost Call Productivity and Response Rates
Klenty’s Sales Dialer enabled reps to execute call after call
with minimal effort. They could place calls via browser
without the need to dial.
‘Local Dial’ enabled reps to contact leads using their area
code, which increased trust and credibility. ‘Voicemail Drop’
helped reps drop personalized, pre-recorded voicemails in just
one click.
Reps were also able to customize their inbound voicemail based
on geography, persona, cadence category, and so on.
5
Improve Performance of Reps Using Coaching
“Manage and monitor a cadence. To connect with the key
medium through which we’re going to be communicating. The
dialer works really well, for me as a manager to go back
and listen to the call recordings.”
Craig was very impressed with Klenty’s coaching features.
Using ‘Goals’, he was able to set up individual targets for
his reps in terms of the number of meetings booked, leads
contacted, and activities performed. This made it easy for him
to keep track of team performance.
’Call Recordings’ helped Craig review calls and find coachable
moments. He could also replicate winning behaviors across the
entire team.
6
Increase Reply Rates With Personalized Messages
Azeus Convene’s reps were able to contact leads consistently
and in a timely manner using automated follow-ups.
’Delivery Windows’ ensured that emails reached leads exactly
when they would see them. Klenty also provided Azeus Convene
the liberty of prioritizing either follow-up emails or cold
emails. Reps were able to personalize their messages using
lead information.
Klenty’s extreme emphasis on email deliverability ensured that
emails landed in primary tabs and not in spam.
‘Cadence Throttle’ helped reps send an ideal number of emails
per day. ‘Random Intervals’ ensured that emails were sent at
random times to seem human.
7
Track Outreach Performance
Klenty’s extensive reports and the granularity of each report
astonished Azeus Convene. With Klenty, Craig was able to:
Know how each cadence was performing
Know how each step in a cadence was performing
Figure out winning templates
Track how many calls were being made
Stay up-to-date on how many activities were being performed
Reps were also able to share and learn from one another's
crucial insights. Klenty helped them clone and edit sequences.
Reps could also save templates and replicate winning
strategies across the entire team.
Booking More Meetings in a Recession
“I’m a big fan. We get an enormous amount of value out of
your product. In comparison with the market, whether it be
Salesloft or Outreach, you are priced well enough that it
is a simple decision.”
Amidst a global recession, Craig had to keep cost reduction in
mind while choosing a platform. Craig had worked with
Salesloft and Outreach before but found that Klenty offered
the same value for a much more affordable price. Klenty’s
transparent pricing gave Craig a clear idea of what to expect.
Signing up for a 14-day free trial helped him bring his team
strategies to life.
With Klenty, Craig could unify emails, calls, and LinkedIn in
a single platform as opposed to using separate solutions.
Klenty also integrates with Pipedrive natively, ensuring
automatic data-flow without having to rely on third-party
tools like Zapier.
All of the above factors made Klenty the ideal choice for
reducing IT spend, without compromising on sales workflows or
meetings booked.
Conclusion
With Klenty, Azeus Convene was able to:
Book more meetings with multi-channel outreach
Increase their response rates with highly personalized
touchpoints
Save hours every week by eliminating CRM admin work
Track performance and make data-driven decisions
Save on IT spend
Scale your multi-channel outreach and book
more meetings, now!