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Discover the measurable outcomes that define our success. Our data-driven approach ensures that every strategy is backed by real results. Explore how we help businesses thrive with our innovative solutions.
This company provides digital gifting and branded currency solutions that help Shopify merchants boost revenue, average order value, and customer retention. By consolidating gift cards, store credit, refunds, and discounts into a single digital wallet, they enable seamless customer experiences for leading retail and e-commerce brands.
As the company expanded, its Account Executives were managing both lead generation and qualification, resulting in inefficiencies and missed opportunities. To improve lead conversion and strengthen its sales pipeline, they partnered with Whistle to build its first scalable SDR function focused on outbound and inbound qualification across multiple lead sources.
Limited Pipeline Growth: The existing process was not generating enough qualified opportunities to sustain growth targets.
Sales Cycle Inefficiencies: Account Executives were responsible for both prospecting and closing, leading to fragmented workflows and slower response times.
Lack of Dedicated Lead Management: Without a structured SDR function, many potential opportunities went unqualified or unpursued.
Whistle implemented a focused strategy to design, launch, and manage Rise.ai’s first dedicated SDR program:
SDR Function Setup
Whistle built and maintained a scalable SDR process from the ground up, separating lead generation from sales execution to streamline workflows and improve focus.
Dedicated Team Coverage
Two SDRs (1 FTE) were deployed to manage outreach across the US and EU markets, ensuring consistent engagement with both inbound and outbound prospects.
Lead Qualification and Pipeline Management
By refining qualification criteria and introducing structured follow-up processes, Whistle ensured that only high-quality leads were passed to Rise.ai’s Account Executives.
With a structured SDR function established and early pipeline gains achieved, Rise.ai now has a repeatable model for lead qualification and outreach. The campaign laid the groundwork for future scaling efforts, enabling the internal team to sustain growth and build on the operational efficiencies introduced during the engagement.
Solutions
Separating prospecting from closing responsibilities improved follow-up speed and lead quality.
Even within the first few months, structured outreach led to measurable sales opportunities.
Operating across US and EU regions helped Rise.ai access new customer segments and test message performance in diverse markets.
