About the Customer
Summit Analytics is a fast growing provider of workforce insights and labor market data. With a global client base that includes Fortune 500 companies, governments, and higher education institutions, Summit helps organizations make smarter talent and strategy decisions through powerful analytics. Their sales team is known for its consultative approach and commitment to building long term relationships with clients.
Client Disclaimer
At the request of our client, we have used a mock company name in this case study to protect their identity. The results and details of the engagement remain accurate.
The Challenge
Summit’s sales team wanted a more effective way to break through the noise and engage new prospects. Traditional outreach channels like email and phone were yielding diminishing returns, and cold outreach was falling flat.
They needed a solution that would:
- Give reps an easy way to send gifts without leaving their CRM
- Provide flexibility with both inventoried and on demand items
- Offer clear ROI measurement by linking gifting activity to pipeline growth
The Solution
Summit partnered with Avail to make gifting a seamless part of their sales process.
CRM integration for easy access
Through a direct integration with their CRM, sales reps can now send gifts without leaving their workflow. Each rep receives a monthly gifting budget that resets automatically, ensuring consistent usage without extra oversight.
Curated mix of items
Reps have access to both inventoried items stocked in the Avail platform and on demand gifts sourced as needed. One of their most successful campaigns has been sending a YETI coffee mug paired with premium coffee packets—a warm, memorable gesture that turns cold outreach into conversation starters.
ROI measurement built in
Avail worked with Summit to set up reporting that directly compares deals where gifts were sent against deals without gifting. This gives leadership a clear view of the impact on meetings booked, pipeline created, and revenue influenced.
The Results
By embedding gifting into their sales process, Summit Analytics has created a scalable, trackable way to spark new conversations and move deals forward.
Key outcomes:
- Seamless CRM integration for gifting directly in workflow
- Automated budgets for individual reps
- Successful outreach campaign with high response rates
- Clear reporting on ROI and pipeline impact
Gifting is no longer an extra task. It is a built in tool that helps reps connect with prospects in a more personal, effective way.
TLDR
Summit Analytics wanted a way to improve sales outreach and track its impact. With Avail, their sales reps can send curated gifts directly from the CRM, with automated budgets and real time ROI reporting. The result: more meetings booked, stronger prospect engagement, and a clear view of how gifting drives pipeline growth.
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