Quickbase books 2x more meetings with Piper the AI SDR Agent
The inbound funnel had too many moving parts
Disconnected tools were slowing down deals
Quickbase was running a separate tool for website visitor identification, another for meeting booking, another for email nurture, and another for chat. The result was a fragmented buyer experience with no single source of truth. Every handoff between tools was a potential gap in the pipeline.
A compromised chat tool created an urgent gap
When Quickbase's previous chat vendor suffered a security breach, the team scrambled to find a replacement. That urgency forced a fast decision, but the replacement lacked enterprise AI capabilities Quickbase needed. For a team that knew roughly 10% of all opportunities were flowing from chat, this was a problem that needed attention, fast.
The buyer experience didn't match Quickbase’s expectations
When prospects arrived on the Quickbase website, the path to value was long. A chatbot conversation led to a demo request, which led to a qualification call, which led to a meeting with an AE — often three or four touchpoints in before a buyer saw any real value. By the time the journey started, momentum had already stalled.
SDR productivity had a ceiling
The team had a strong SDR function, but coverage stopped when business hours did. Non-office hours meant basic chat bots, and lower-quality conversations. That meant buyers in Australia, South Africa, or anywhere outside North America were getting a fundamentally different experience.
A new inbound engine built for how buyers actually buy
Quickbase hired Piper, the AI SDR agent, to replace disconnected point solutions and build a single, intelligent inbound motion. The decision wasn't made lightly. Gar had experience in the conversational space and a precise list of capabilities he required before committing.
AI-quality conversations with humans always in reach
Piper runs every inbound conversation with the depth and context of a trained SDR. But when a buyer types "human, please," a Quickbase SDR is there to instantly step in. That combination of always-on AI and real human availability is exactly what modern buyers expect, and exactly what the new incumbent tool couldn’t deliver.
Full CRM and marketing automation context in every conversation
Piper connects natively with Salesforce and reads Marketo's Munchkin cookie data, so she knows whether she's talking to a customer, a prospect, or someone with an open opportunity before the first message is sent. That context shapes every conversation, making routing smarter and handoffs to AEs cleaner.
One platform to replace four
Rather than patching together point solutions, Quickbase consolidated visitor identification, meeting booking, email re-engagement, and chat into Qualified. When a prospect no-shows a meeting, Piper automatically re-engages them. Every workflow lives in one platform, with one data model, and no gaps between systems.
24/7 coverage with no drop in quality
With Piper live, Quickbase no longer has "office hours." The same high-quality conversation that happens at 9 a.m. in Boston happens at 2 a.m. in Sydney. Buyers across regions get the same attentive, knowledgeable experience with no hand-holding required from the SDR team.
Seven weeks. One A/B test. A clear winner.
Before fully committing, Quickbase ran a rigorous 50/50 A/B test with Qualified running head-to-head against the existing incumbent for seven weeks across all website pages. The team tracked every layer of the funnel: lead engagement, MQL volume, meetings booked, sales opportunities created, pipeline influenced, pipeline sourced, and closed-won deals.
Designing the test for confidence
The Quickbase team didn't just flip a switch. They defined success criteria up front — including technical stability of integrations, quality of CRM data matching, and the measurable impact of human-in-the-loop conversations. With their CS lead and AE bringing in peer SDR and RevOps leaders to help shape the evaluation, the process was thorough from day one.
Training Piper across three product lines
Quickbase has three distinct products: their core platform, a new AI app-building tool called Pave, and a field data capture product called FastField. The team trained a single instance of Piper to handle all three — different buyers, different use cases, one consistent and intelligent inbound experience.
Zero failures. Measurable wins.
Over the seven-week test period, Qualified ran without a single technical failure. The incumbent suffered a Marketo sync failure mid-test, which was a dealbreaker for a team where that integration is mission-critical to identifying and routing inbound buyers. The data was clean, the integrations held, and the outcomes spoke for themselves.
Qualified outperformed the incumbent across every metric
- 2x meetings booked vs. incumbent
- 2x MQLs generated vs. incumbent
- 1.7x lift in sourced and influenced pipeline opportunities
- Qualified influenced a nearly $1M opportunity — a CIO booked a meeting through Piper
- Quickbase recorded their first Qualified-sourced closed-won deal within the seven-week test window, which was meaningful given their average 45-90 day sale cycle
What's next: making Piper the best SDR on the team
Quickbase is now expanding Piper's role across all three product lines and building her into the core of how the SDR function operates. The team's vision is ambitious: Piper as the best product manager, solution consultant, competitive expert, and first-call AE on the team — available to every buyer, at every hour, across every product. As the executive team pushes for more pipeline with fewer resources, Qualified is the infrastructure that makes that possible without sacrificing quality.
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