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Qualified x Carta, 900% conversation success rate in six weeks

900% increase in success rate on conversations in six weeks

Leaving deals on the table to pipeline visibility and rep confidence

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Why it works

The case study anchors on three concrete numbers (900% lift, $4.9M pipeline, 687% ROI) tied to a specific six-week window, which makes the claim feel auditable rather than vague. The competitive switch is explicit: Carta left a named category of tool (though the prior vendor is not named by brand) because of a specific, describable failure mode (brittle Salesforce integration, no intent data). The before-state is well drawn through a direct quote about leaving deals on the table, giving the numbers emotional grounding.

Steal this

Anchor the timeline to a short, credible window (six weeks) rather than a rolling annual period. A tight timeframe makes a large percentage gain feel believable and urgent rather than inflated.

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This is editorial commentary and curation. The case study, screenshot, and all metrics are Qualified's published work; we link to the source and lead with our analysis.

  • Vendor Qualified
  • Customer Carta
  • Industry Fintech / Payments
  • Trigger Incumbent tool lacked intent data, had a brittle Salesforce integration, and was producing high chat drop-off rates
  • Format Written narrative
  • Structure Challenge-Solution-Results
  • Medium Web page