The handoff problem
Scalability's internal sales team is two BDRs and one Account Executive. When buying signals are detected, multiple email opens, link clicks, a pricing-page visit, a Slack alert triggers an immediate outbound call with full prospect context.
The core problem: when BDRs qualified prospects and handed them to the AE, critical call details stayed undocumented. The AE lacked visibility into what was discussed, which hurt efficiency and frustrated prospects with repeated questions.
Before Allo
Scalability previously used Ringover and hit three pain points: unreliable transcription quality that lost key details, vague AI summaries that gave no useful context for follow-up calls, and enterprise pricing that was disproportionate for a three-person team.
The most important thing for us is that the Account Executive has the full context of the BDR's conversations. It saves a huge amount of time and means we never ask the prospect the same question twice.
Allo inside their outbound process
- 1
Specify
AI refines the ICP and builds the account lists.
- 2
Warm-up
Automated sequences create value-first touchpoints.
- 3
Engage
Buying signals trigger a Slack alert; the BDR clicks Call in Salesforce, and the conversation is recorded, transcribed and AI-summarized automatically.
- 4
Leverage
The AE opens the complete call context in Salesforce before closing.
- 5
Orchestrate
Call data feeds analytics and coaching workflows.
Why Scalability chose Allo
The platform had to live inside Salesforce rather than alongside it, produce accurate transcriptions, generate AI summaries that enable conversation continuity, and cost appropriately for a three-person team.
Mass outbound is dead. The future is warm prospecting: the right person, the right message, at the right moment.