Evocalize, a marketing automation platform helping mortgage, real estate, and multi-location businesses run local digital marketing programs at scale, partnered with Aimdoc to transform their lead generation strategy. By implementing Aimdoc's AI sales agent, Evocalize achieved remarkable improvements in visitor engagement and lead conversion rates.
The Challenge
Evocalize was looking to convert more of its website traffic into high-quality leads without overwhelming their sales team or adding friction with manual forms. As a B2B SaaS company in the competitive marketing automation space, they needed a solution that could:
- Engage visitors in real-time without manual intervention
- Qualify leads automatically before routing to sales
- Increase conversion rates from organic website traffic
- Maintain high-quality lead standards while scaling volume
The Solution
In February 2025, Evocalize deployed Aimdoc's AI sales agent directly on their website to:
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Real-Time Personalized Engagement: The AI agent engaged and educated visitors through personalized chat conversations tailored to their specific needs.
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Native Lead Capture & CRM Integration: Seamlessly captured lead details and synced them directly into HubSpot and Salesforce.
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Automated Demo Routing: Intelligently prompted demos and automatically routed qualified visitors to the sales team.
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AI-Led Qualification: Freed up the sales team to focus on closing deals rather than initial qualification.
The Results
After 90 days of implementation, Evocalize saw outstanding results:
- 250% increase in organic leads
- 38% of conversations turned into leads (108 leads from just 281 conversations)
- 13.4 messages per conversation on average
- 58% of conversations reached "High Engagement" status
"We've been looking for a solution to help guide our web visitors along in a way that was timely, yet felt like a real person. We added Aimdoc to our website, and saw a 250% increase in organic leads within the first three months of using it. Even better, it gives us insights into questions our prospects are asking, which helps us better optimize our online content."
- Justin Ulrich, VP of Marketing at Evocalize
Key Success Factors
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Seamless Integration: Perfect integration with existing CRM and workflows eliminated friction in the lead handoff process.
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Highly Personalized Conversations: AI-powered conversations kept visitors engaged and provided relevant information based on their specific needs.
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Smart Qualification Process: AI-led qualification ensured only high-quality leads reached the sales team.
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High Engagement Rates: Deep conversations with an average of 13.4 messages per interaction created meaningful connections with prospects.
Getting Started with Aimdoc
Ready to achieve similar results for your B2B SaaS business? Getting started with Aimdoc is simple:
- Start your 14-day free trial
- Add the integration code to your website
- Train the AI with your content
- Watch your conversions grow