Summary

Enhancing Global Customer Support with a Scalable Cloud Calling Solution

Valutico, a web-based company valuation platform trusted by financial services providers worldwide, needed a flexible calling solution to unify its global operations, reduce costs, and deliver high-quality customer support. By switching to CloudTalk, Valutico improved team productivity, implemented smarter analytics, and elevated the customer experience. With 4,400+ calls handled and over 5,000 minutes spent with clients, CloudTalk empowered Valutico to streamline its communications and scale efficiently across multiple continents.

About Valutico

Valutico is a valuation platform offering data-driven tools to support financial analysts and valuation professionals. Operating in 93 countries and serving over 750 firms, Valutico helps teams streamline the complex process of company valuations. The company’s platform combines automation with best-in-class methodologies, ensuring users can perform accurate analyses more efficiently.

With customer support and sales agents working globally, Valutico needed a communication solution that was flexible, cost-efficient, and scalable—without sacrificing performance.

Problem

Outdated Systems and Limited Visibility Were Holding Teams Back

Valutico’s global operations were running into issues with traditional landline-based calling. Every member of their 20-person sales team used personal mobile phones, creating challenges around cost, oversight, and inefficiency. Logging calls manually and submitting expenses slowed everything down.

As an analytics-driven organization, Valutico needed a smarter solution. Simply placing calls wasn’t enough—teams lacked access to reliable call data, recordings, and metrics to improve performance or analyze customer behavior.

Key challenges included:

  • Lack of centralized call data for coaching or support
  • Inefficiencies caused by manual calling and reporting processes
  • Inability to scale communications globally with consistent quality

Evaluation

Searching for a Scalable, Data-Rich Phone System

Valutico evaluated various VoIP systems based on strict criteria. The team needed a platform that could:

  • Scale globally and support international expansion
  • Reduce overhead and avoid costly hardware or infrastructure
  • Integrate seamlessly with CRM tools for smarter workflows
  • Provide advanced analytics to improve customer support and sales operations

After testing alternatives, CloudTalk stood out as the platform best suited to Valutico’s needs.

Solution

A Unified Cloud Call Center With Flexibility, Security, and Insights

CloudTalk delivered on all of Valutico’s requirements:

  • CRM Integration: Deep integration allowed reps to access customer insights before each call.
  • Global Reach: With 18 phone numbers across more than 10 countries, Valutico now serves clients around the world with ease.
  • Cost Efficiency: With no hardware required and monthly pricing based on actual usage, CloudTalk helped cut communication costs.
  • Cloud-Based Flexibility: Teams can now work from anywhere with an internet connection, PC, and headset.
  • Security: CloudTalk’s infrastructure meets high standards, helping protect sensitive customer data.

Favorite features include:

  • Call Statistics: Insight into call volumes, answer times, voicemails, and more
  • International Numbers: A cost-effective way to support a global client base
  • Ring Groups: Calls are automatically routed to the right department, ensuring faster and more accurate support

Results

Better Productivity, Smarter Insights, and Global Reach

After switching to CloudTalk, Valutico experienced improvements across its sales and support operations:

  • 4,400+ inbound and outbound calls handled
  • 5,000+ minutes spent on the phone with clients
  • 18 active phone numbers across multiple countries
  • Increased outbound productivity thanks to automated dialing and reporting
  • Improved internal processes and less administrative work
  • Higher customer satisfaction through more efficient and tailored communication
If you are looking for a robust outbound call system, as well as all the key sales metrics that accompany it, then look no further. I found CloudTalk to be incredibly robust, intuitive and reliable. A must-have for any sales leader who is serious about making inroads to potential prospects via a soft phone—especially if they operate on a global scale.
Greg Brown
VP Sales Europe at Valutico

Takeaway

A Global Sales Platform That Delivers Local Impact

With CloudTalk, Valutico has built a global communications infrastructure that’s scalable, affordable, and optimized for performance. By shifting from landlines to VoIP, integrating with its CRM, and gaining access to real-time analytics, Valutico’s teams are better equipped to serve clients, close deals, and improve customer support—no matter where they’re based.

As CloudTalk continues to evolve, Valutico is well positioned to grow alongside it, confident that its communication systems will support expansion, boost productivity, and deliver value at scale.