Chapter 3
3 minutes
Now that you know how form shortening works, let's take a look at how Mention, Gong, and Ada increase conversions and drive pipeline with Clearbit.
Media monitoring company Mention needed to increase signups and identify promising leads. They used Clearbit to cut down their form to only email, which autofilled first and last name. It took one afternoon to set up the new form — and they saw a 54% boost in signup conversions.
With data on everything from company size, funding, and job title on new signups, the Mention team could then qualify leads on the fly and get the best potential customers in the hands of the sales team immediately.
When the revenue intelligence platform Gong implemented Clearbit Form Shortening, they saw a 70% lift in demo request form conversions.
That was just the start of an impressively efficient process. Getting automatically enriched data also enabled Gong’s team to instantly qualify leads coming in and provide self-serve demo-scheduling to fast-track the best leads — all in the same form experience — thanks to automation built with Chili Piper.
This lead qualification, routing, and self-schedule demo flow, illustrated above, runs on data that Clearbit provides — and it all kicks off from one field, an email address:
Now, it doesn’t matter what time of day the lead filled in the form or how busy the SDR team was at that moment, the best-fit prospects could schedule their own demos without having to wait for a rep. Once the meeting is scheduled, opportunities are automatically created in Salesforce without any heavy lifting on the rep’s part.
“We figured out how to instantly qualify and route a lead without sacrificing engagement. This was a game changer,” says former Director of Marketing Automation Noa Farber.
By introducing Clearbit form shortening, the Ada team increased bot conversions and generated $2M in pipeline in 5 months.
Before using Clearbit, the Ada team required prospects to manually fill in seven form fields. This created friction in the buyer journey and didn't deliver the experience the Ada team wanted to create. Arif Jaffer, Automated Brand Interaction Specialist, says “We want everyone to have a VIP and personalized experience throughout their interactions with Ada - from the moment they land on our website all the way through to demo and sign up.”
Relying on prospects to input information like company name and job title also meant there was more room for inaccurate and missing data, which had downstream implications on lead routing, scoring, and website personalization.
By implementing Clearbit, Arif and his team decreased the number of inputs required from seen fields to just four, of which three are qualifying questions use to create a better prospect experience.
With form optimization in place, buyers are happier and the sales and marketing teams can now build more tailored interactions.