The Challenge

Fuse Finance serves a highly specific market of 4,500+ U.S. credit unions. As the Demand Generation Manager, Alessandro was tasked with turning website traffic into pipeline — but struggled with a lack of visibility and actionable data:

  • No clear insight into which credit unions were visiting the site and showing intent.
  • Slack channels flooded with irrelevant signals, making it hard to prioritize.
  • Manual weekly downloads and spreadsheet matching consumed valuable time.

"We knew exactly who our market was, but we had no way to see when they were on our site or to act on that in real time. We were missing opportunities." — Alessandro, Demand Generation Manager

The Solution

By deploying Knock2, Alessandro and his team were able to uncover and act on real-time buyer intent from their exact target audience:

  • High-intent visits from credit unions are automatically identified, filtered, and sent to a dedicated Slack channel.
  • Knock2 workflows push relevant company and contact data directly into Google Sheets, where their outsourced call center can pick up and dial immediately.
  • Filters for the financial sector, ICP scoring, and saved views make it easy to track just what matters.

"The ability to filter for credit unions, see who visited, and get that sent right to Slack and Sheets was a game-changer."

The Impact

✅ Hours saved weekly by eliminating manual downloads and matching
✅ Reps focus only on ICP-fit credit unions showing real interest
✅ Outsourced call center receives ready-to-dial lists in real time
✅ Slack notifications are now signal, not noise
✅ Clear ROI and stronger confidence in outbound strategy

"Knock2 turned our website into a real pipeline generator. The integration with Slack and Sheets makes it seamless — our team knows exactly who to call and when." — Alessandro, Demand Generation Manager, Fuse Finance

Onboarding & Support

Alessandro also praised Knock2’s flexible workflows and proactive support:

"The team walked us through setup, helped us optimize filters, and even trained our analyst to connect everything with Zapier. They made sure we got value right away."