How InvestNext Increased Reply Rates by 30% and Scaled Outreach with OneShot.ai

"OneShot.ai enabled us to scale our outreach without compromising personalization, significantly improving our engagement rates and closing more deals."
Thomas Pellegrino
Head of Business Development
About

InvestNext is a leading real estate investment management tool and investor portal, streamlining the process of raising and distributing capital. Their innovative platform replaces manual processes with automated solutions, helping real estate firms efficiently manage investments and provide positive returns.

  • Industry: Real Estate Investment Management
  • Location: Detroit, Michigan
  • Size: 50 employees
  • Website: www.investnext.com

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Background:

Founded to revolutionize real estate investment management, InvestNext provides a comprehensive platform for real estate firms to manage capital raising and distribution. Their approach integrates automated processes, making it easier for firms to handle investor relations and project funding.

To maintain their competitive edge in a crowded market, InvestNext needed a solution to scale their personalized outreach efficiently.

Challenges:

InvestNext faced several challenges in their outbound sales process:

  • Manual Personalization: The sales team relied on time-consuming manual processes to personalize emails, which hindered scalability.
  • High Competition: The real estate investment management market is highly competitive, making it difficult to break through the noise and reach decision-makers.
  • Resource Constraints: With limited resources, scaling personalized outreach without compromising quality was a significant challenge.

"Our outreach was effective but not scalable. Personalizing each email took 15-20 minutes, which wasn't sustainable," said Thomas Pellegrino, Director of Sales at InvestNext.

Solution:

InvestNext turned to OneShot.ai to overcome these challenges. OneShot.ai's platform offered:

  • AI-Driven Personalization: Automated, highly personalized emails that resonated with their target audience.
  • Seamless Integration: Easy integration with their existing tools, including Apollo and Salesforce, to streamline the outreach process.
  • Scalability: The ability to scale outreach efforts without sacrificing personalization or quality.

"We looked at the market and some competitors, and OneShot.ai, with its solution and team, were hands down the best. The proof is in the product and the results," Thomas concluded.

Results:

Since implementing OneShot.ai, InvestNext has seen remarkable improvements in their outbound sales performance:

  • 30% Increase in Reply Rates: Achieved the highest reply rates in their history, significantly boosting engagement.
  • 25% Increase in Open Rates: Notable improvement in open rates, driving more initial conversations.
  • 75% Time Savings: Reduced email personalization time by 75%, allowing the sales team to focus on higher-value activities.
  • Multiple Deals Closed: Generated multiple opportunities and closed several deals from email-only sequences within the first few months.

"OneShot.ai enabled us to send highly personalized emails at scale, leading to higher engagement and more closed deals. It's been a game-changer for us," Thomas stated.

Future Outlook:

With the time savings and efficiency gained from OneShot.ai, InvestNext is exploring new market opportunities and refining their go-to-market strategy. The ability to segment by specific buyer personas and tailor messaging has opened doors to new prospects and markets.

"We're now able to think bigger about our market opportunities and go-to-market strategy, thanks to OneShot.ai's capabilities," Thomas concluded.

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