Shriram Finance
less than 3–4 hours — Onboarding Turn-Around-Time (TAT)
Independently reportedBanking & finance · Process automation · Classical ML · In production
Process automation
Insight Pest · Sellify AI
Vendor-reportedOtherUSA, CanadaIn productionMid-market
Vendor-reported. The customer is named and the numbers are quoted from the source page, but the account comes from the vendor. No independent confirmation.
Reported by sellifyai.com (vendor self-report). Checked against the source page on 2026-09-05. 2 of 3 figures below appear on that page word for word; the rest are marked.
The problem
Inability to conduct win-back campaigns at scale due to the high number of calls and headcount required, leading to lost revenue from lapsed customers. Staffing shortages impacting revenue programs.
What was deployed
- Vendor
- Sellify AI
- Products
- Sellify
- Build or buy
- Bought off the shelf
- Deployment
- SaaS
- Data used
- lapsed customers
- Scale
- across multiple branches in Washington, Oregon, Idaho, and Winnipeg
What changed
Each row is quoted from the source. Figures we could not find on the page in those words are marked — they are kept, not deleted, so you can judge them.
220000annual revenue from win-backsannual
“generated $220,000 in annual revenue”
Quoted word for word from the source
~300accounts won backfrom 0
“The target was around 300 win-back sales. Without AI, that campaign wasn’t going to run at all. With Sellify, it landed close to the target”
Not found on the source page in these words
0new hires required
“zero new headcount.”
Quoted word for word from the source
“I always look at it through the lens of hiring a team of part-time college kids to telemarket. But the dial count to reach enough people to make any meaningful impact - it's just too many bodies and too many phone calls. That was a huge win. A no-brainer.”
Difficulties and limits
- Each branch has its own telemarketing constraints (some have a telemarketing team, others don't), making it a constant balancing act to run outbound campaigns without over-contacting active customers.
- Reaching enough lapsed customers to make a meaningful impact would require too many bodies and too many phone calls to realistically staff.
- A staffing shortage at one point threatened to force a pullback on revenue programs.
Sources
- sellifyai.com — vendor self-report
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