How Sardine booked 10+ extra meetings in its first month on traxy
Sardine is an agentic financial crime platform, unifying fraud prevention, AML compliance, and real-time transaction monitoring in one place. Trusted by leading banks, merchants, and fintechs worldwide.
“We booked a meeting the first day we downloaded the trial. We weren’t even paying for it. One of the BDRs on my team reached out to someone and booked the meeting that same day.”Eric ZimmermanHead of Business Development, Sardine
About Sardine
Sardine is an agentic financial crime platform, unifying fraud prevention, AML compliance, and real-time transaction monitoring in one place. Trusted by leading banks, merchants, and fintechs worldwide. Eric Zimmerman, Sardine’s head of business development, runs a BDR team that sells to Chief Risk Officers as well as Heads of Compliance and Fraud. Their only outbound channel is through LinkedIn DMs. In their first month, a few BDRs booked 10+ meetings from traxy with minimal time and effort, on top of the meetings the rest of their outbound was already booking. 30 days in, their acceptance rate jumped to 70% for LinkedIn connection requests, compared with 38% before.
Results at a glance
- 10+ meetings from traxy in the first month, on top of existing outbound
- LinkedIn connection acceptance up from 38% to 70% in 30 days
- First meeting booked by a BDR on day 1 of the trial
- Prospects sourced from people engaging with the CEO’s LinkedIn posts
- Only a few BDRs used traxy, and they spent minimal time on it
The gap
Sardine’s team couldn’t see which buyers were already reacting to their LinkedIn content at scale. Because they lacked visibility into which buyers were already engaging with their content, they were stuck sending blind requests to people found through Sales Navigator job-change searches. As a result, their acceptance rate capped out at 38%.
The problem
The BDRs found prospects by searching Sales Navigator for people who had recently changed jobs. Eric says it worked well, but it was manual and took a lot of the team’s time. If a request sat pending and they withdrew it, LinkedIn made them wait three weeks before sending it again. The team also tried a few other sales tools, which they found both time-consuming and ineffective.
Why traxy
Two people recommended traxy to Eric within 48 hours. He tried it because, in his words, “we live on LinkedIn,” and traxy shows which prospects are active there. Most of the posts the team tracks are from Sardine’s CEO, who has about 45,000 followers. Eric says the people engaging with them are the most valuable to reach out to, “because they already know about us and what we do.”
Before & after
| Metric | Before | With traxy |
|---|---|---|
| Where prospects come from | Sales Navigator job-change searches | People engaging with Sardine’s LinkedIn posts |
| Connection acceptance | 38% | 70% |
| Meetings booked through traxy | - | 10+ in the first month, on top of existing outbound |
The takeaway
If LinkedIn is where your outbound happens, the connection request is where each conversation starts, so who you send requests to matters. Sardine’s BDRs started with people who were active on LinkedIn and already knew Sardine from engaging with its CEO’s posts. People who already know your company are more likely to accept the request and more likely to take a meeting. For Sardine, acceptance rose to 70%, and a few BDRs booked 10+ extra meetings from traxy in the first month with minimal time and effort.
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Eric Zimmerman