Key Result

Increase in meetings booked by 400%



Use case

Prospecting, Sales



About the Company

Chat Metrics is a 24/7 managed live chat service that enables companies to provide real human to human engagement as prospects do research.


Developing the Right Services to Help Members Advance Their Careers

CTC’s business model is unique in that it identifies and develops services that help its members reach specific career goals. This is where the challenge starts.

As a company that serves a membership base, CTC has to stay on top of what’s happening in a number of established and emerging industries in order to develop the right resources for its members. This means they need to know industry trends, where investors are putting their money and which industries are growing, as well as a variety of other topics.

Unfortunately, much of the information the council needs isn’t covered extensively by the mainstream media and requires a significant amount of time to find and vet the relevant information and create some type of process to track changes.

In order for CTC to consistently develop value-adding services, it needed a solution that would surface opportunities and relevant insights to help guide the expansion of its growing suite of services in one place.

  • Investors’ latest investments
  • Emerging industries and trends
  • Companies raising new rounds of funding
  • Industry growth
  • New and prospective members

In comparison to competing business intelligence tools, Crunchbase is leagues more capital efficient. It’s cost-effective, saves time, and is easy to use. We’ve found tremendous advantage in being able to self-select and apply filters to uncover insights.

Matt Gardner, CEO, California Technology Council

With that level of granularity, CTC can make more informed decisions and develop services that inevitably create more value for its members, improves their experience and helps with membership retention.

“Aside from the inefficiencies, one of our biggest concerns was making sure we weren’t interrupting people that just didn’t need Chat Metrics. With Crunchbase we know we are right on target every time.”

Kyle Rasmussen, Head of Revenue, Chat Metrics


Knowing that Chat Metrics’ growth hinged on the ability to find and connect with the right prospects with a set of behaviors (investing in marketing to drive traffic to a website whose objective was to generate leads for a sales team), Rasmussen turned to Crunchbase Pro.

As an all-in-one prospecting solution that only requires a credit card to get started, putting Crunchbase Pro to work right away was a breeze for Rasmussen. As he explained, “I clicked a few buttons and put in my credit card information. Crunchbase Pro took me two seconds to figure out.”

The first challenge Crunchbase Pro solved was building targeted account lists that could scale. With Advanced Search capabilities, Rasmussen had access to filters — funding rounds, number of employees, contacts, and so on — he could use to make granular search queries that surfaced companies matching his specific ideal customer criteria. In addition, with automation and alerts, he was instantly notified when new companies matched this criteria over time.

Rasmussen was able to easily create scalable target account lists that surfaced the exact type of company, as well as decision-maker, he knew would benefit from partnering with Chat Metrics. He no longer had to spend countless hours researching companies, their stages, and track down if they raised capital. Everything he needed was in one place with Crunchbase Pro.

The second problem that Crunchbase Pro helped Rasmussen with was reaching the right companies at the right time with the right messaging. Data signals in Crunchbase, such as funding data and actively hiring, made it easy to identify companies that were primed for making a buying decision due to the investment in growth. Rasmussen leveraged these signals to identify the companies he wanted to go after and then used the insights to hone in on the right decision-maker to contact.

Having the ability to get even more targeted in our messaging is one of the reasons Crunchbase is so helpful. We can quickly learn about a company, review insights that we can’t get anywhere else, and send tailored emails right to them without any additional work.

Kyle Rasmussen, Head of Revenue, Chat Metrics

Lastly, Crunchbase Pro solved the issue around not having a clear picture of a company’s tech stack. With access to a number of data partners such as G2 Stack, a company that reveals a company’s tech stack, and Bombora, a provider of buyer intent data, Rasmussen knew exactly which products prospects were using (and not using) and had a better understanding of who to prioritize.


In two short weeks, Rasmussen achieved a 400% increase in meetings booked with Crunchbase Pro all because he was able to reach the right companies and connect with the right decision-makers at scale.

On top of the increased meetings booked rate, Rasmussen saved a ton of time. Instead of spending countless hours reading media publications, scouring press releases, and wading through platforms like LinkedIn to research prospects, he had all the information he needed right in front of him. What used to take him all day now took only 5 minutes to complete.

With comprehensive private company information, Salesforce integration, contact data, the ability to email decision-makers without leaving the platform, and other useful capabilities, Rasmussen’s prospecting could be done using one solution. Jumping from tool to tool, tab to tab became a thing of the past.

Ultimately, with Crunchbase Pro, Rasmussen was able to work smarter not harder.

Crunchbase saves a ton of time, saves headaches, and makes sure that we are reaching out to the right people with the right message. It’s the only solution I’ve used that really helps you prospect all in one place.

Kyle Rasmussen, Head of Revenue, Chat Metrics

Find the right companies, identify the right contacts, and connect with decision-makers