Forecaster's sales team closed bigger deals 20% faster with Arrows

Why they needed Arrows

Manual follow-ups were killing sales productivity

Forecaster's sales team spent 10-30 minutes per call on follow-up emails. For a high-volume operation, this was unsustainable.

Time-consuming email processes. AEs crafted lengthy follow-up emails with blocks of text and attachments that ate up hours each week.

Poor prospect experience. Prospects saw walls of text and pushed emails aside. "People just use their inbox as a task list and oftentimes when they see a huge block of text in an email, their eyes glaze over and they don't really read it," explains Brock Burton.

No visibility into engagement. The team couldn't track whether prospects viewed materials or completed next steps.

Static communication. Email follow-ups lacked interactivity—no way for prospects to comment, review next steps, or watch call recordings in one place.

Kalvin Richan, RevOps Manager, saw the bigger issue: "You come to find out how much time is being spent on follow-up emails - maybe 30 minutes per call. And sometimes it takes longer if you have these one-off instances where people need a specific resource."

Why they chose Arrows

Native HubSpot integration eliminated context switching

The Forecaster team lives in HubSpot. They needed a solution that worked inside their CRM, not another platform to manage.

Zero context switching. AEs build and manage sales rooms without leaving HubSpot. "The HubSpot specific piece of Arrows being integrated and directly living native inside of there was really vital for my role for just time savings and ease of use overall," explains Brock.

Streamlined data flow. "The fact that Arrows provides an experience that's native to HubSpot gives you the ability to not have to switch contexts," says Kalvin. "That gives you just so much more clarity in terms of how information will move through the system."

AI-powered follow-ups. Arrows generates personalized follow-up emails and links directly to specific sections of sales rooms.

Clear milestone tracking. For complex deals like Forecaster's CFO services, milestones and next steps keep prospects oriented throughout longer sales cycles.

Integrated quotes. HubSpot quotes appear directly in sales rooms. Prospects can review and sign without email back-and-forth. "Having those live right within a pop-up window in the room makes it so much easier for someone to access their plan and be able to sign directly in Arrows, which has gotten me deals over the line," notes Brock.

Results

Clear wins across key metrics

Forecaster built reports to track Arrows' impact:

• 10% increase in average deal value with sales rooms
• 20% faster sales cycles with sales rooms
• Hours back per week for AEs from streamlined follow-ups

"From a revenue perspective, things are looking good," explains Kalvin. "We're starting to see over time, the more that we track, if you use a sales room in the engagement, you're actually seeing more revenue."

The team also discovered unexpected benefits from real-time engagement tracking. One AE noticed a prospect browsing their sales room and sent a quick message. Within 10 minutes, the prospect replied and the deal moved forward quickly.

Organic expansion

Success spread beyond sales

Other departments noticed and wanted in. "The beauty of Arrows is that it provides a way to track, store, and hand off information in a way that just wasn't possible before," says Kalvin. "Now we're finding that other departments are getting their hands on Arrows and implementing their own use cases."

Brock adds: "Folks from our CFO team, from our analyst team, from all over the company were asking, what is this thing I'm seeing in followups? How do I get my hands on that myself? Our onboarding team has integrated Arrows into their workflow. This creates a seamless handoff for prospects into customers."

Implementation and ongoing impact

Guided setup made adoption easy

"A lot of vendors, you get signed up with their product and it almost feels like buyer beware," says Kalvin. "That was the complete opposite with Arrows. They're helping to guide the way, to pull you forward and to show you how Arrows will work specific to your company."

Time savings compound quickly for high-volume teams

The efficiency gains go beyond the metrics. AEs reclaimed hours each week previously spent on manual follow-ups.

"Time is the big one for sure, because I can just whip out followups much quicker," explains Brock. "It allows me to end my day at the right time and have a good balance of life."

The platform also enables continuous improvement. "We can now edit in real time. We can go back, switch something out in the room, rephrase something. It allows for continuous improvement on how the deal flows."

For a high-volume sales team like Forecaster, these efficiency gains compound quickly. With Arrows handling follow-up workflows, AEs focus on closing deals instead of managing administrative tasks.