Case Studies

Case Studies

Operations Efficiency

NovaShift: +60 % lead conversions after adopting Omni SDR

Jul 27, 2025

60%

Boost in cold lead conversions

90

Hours saved every month
Yellow Flower
Yellow Flower
Yellow Flower

Lisa

Raymond

Sales Director, NovaShift

The Challenge

NovaShift is an HR-tech platform that helps mid-market companies automate shift scheduling. As Sales Director, Lisa Raymond managed a small team that relied on cold email to reach HR leaders—yet response rates hovered below 5 %. Worse, lead research and follow-ups consumed nearly two full days of every rep’s week, leaving little time for discovery calls.

Rolling Out Omni SDR

Lisa imported her target accounts from HubSpot and let Omni SDR enrich each contact with LinkedIn data, recent funding news, and geographic labor-law triggers. The agent then generated hyper-relevant messages (“Congrats on your new round—here’s how staffing visibility helps when you scale from 200 to 500 employees”) and auto-scheduled a second-touch LinkedIn DM if no reply arrived within 72 hours.

Business Results

  • 60 % boost in cold-lead conversions within the first six weeks

  • 90 hours saved per rep every month (manual list-building & follow-ups eliminated)

  • Pipeline velocity increased so noticeably that NovaShift deferred hiring an additional BDR, redirecting budget to product marketing instead

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