Salesfinity × UGP

The company

UGP is a sales-driven organization where outbound calling plays a central role in pipeline generation. Account managers are responsible for the full funnel: prospecting, qualifying, running meetings, and closing deals.

We spoke with Dylan Cawley, Account Manager at UGP, about how Salesfinity transformed his day-to-day outbound workflow and allowed him to significantly increase activity without sacrificing focus or call quality.

The challenge

Before Salesfinity, Dylan had worked across multiple outbound setups, most of them heavily manual.

“I’ve been in quite a few telemarketing roles. It was one-by-one calling, quite manual.”

Even small tasks added up.

“If you had a manual with no answer, you had to put in the details. I got to the point where I was control-C’ing ‘no answer’ every time just to save a couple of seconds.”

Hitting meaningful call volume was difficult. And even then, a large portion of that effort led nowhere. The manual nature of dialing drained time and attention that should have been spent on live conversations.

“In previous roles, it was often a challenge to get 120–130 calls a day.”

The solution

Salesfinity removed friction from Dylan’s outbound workflow by automating the low-value steps around dialing. Instead of breaking focus to log outcomes, the system handled it automatically.

“If I don’t get an answer, or it’s a bad number, Salesfinity basically does the update for me. It’s a massive time saver.””

Salesfinity also fit perfectly into Dylan’s working style.

“I’ve got a bit of an ADHD brain. I can look at Trustpilot, LinkedIn, and dial at the same time. As soon as a dial picks up, I can just throw that screen to the side and fully focus on the meeting.”

The impact

With Salesfinity, Dylan was able to increase both volume and efficiency without sacrificing quality. Connection rate and efficiency improved thanks to better list targeting and dispositions.

“It makes it very easy to manage my time better while still making even more dials than usual, but connection rate is the holy grail. I try to stay above 20%.”

Salesfinity’s disposition system became a key part of Dylan’s workflow. This removed the need to constantly update CRM tasks manually.

“The dispositions are underrated. If I have callbacks, I just click ‘callback later’ and I’ve got a list ready for tomorrow. Instead of putting everything into HubSpot, I can manage it directly in Salesfinity.“

Why Salesfinity

For Dylan, Salesfinity fundamentally changed expectations around dialing.

“Now that I’ve used Salesfinity, I’d be pretty pissed off if I had to go back to manual dialing.”

Salesfinity isn’t a replacement for skill. It’s an amplifier.

“It’s just a tool, and you still have to be the person running it. But as far as the tool goes, it’s pretty expansive.”

In one word

“Rapid.”

Top features used

• Automated dialing

• Call dispositions

• Callback management

• List-based workflows

• CRM-friendly outbound process

• High-efficiency dialing for phone-heavy teams