Phonathon & Telefundraising

Phonathon & Telefundraising

A U.S. university foundation needed to find a more affordable alternative to its current telefundraising software for phonathon campaigns.

Health Services Case Study

Health Services Case Study

A retail weight management center needed a software solution that had call recording and scripting capabilities to manage its call center and customer acquisition efforts.

Business Services Case Study

IT Managed Services

An IT managed services company operating as a virtual organization needed an appointment-setting software solution to effectively manage its remote virtual agents.

Channel Marketing Case Study

Marketing Solutions

An integrated marketing solutions provider needed a cloud-based lead integration and distribution software to centralize processes that were managed in Access and Excel.

Lead Generation Case Study

Lead Generation Case Study

An outsourced business development firm needed a cloud-based appointment-setting and prospecting software to increase the functionality and flexibility of its agents.

Telemarketing Services Company Case Study

Telemarketing Services Company Case Study

A Canadian business development firm was using a home-grown solution and needed a cloud-based telemarketing software to manage lead generation and appointment setting.

Hospitality & Tourism Case Study

Hospitality & Tourism Case Study

A U.S. consulting firm serving the hospitality industry needed an auto dialing software that could also track its call center’s appointment setting activities.

Merchant Services Case Study

Merchant Services Case Study

A merchant services company was looking for a cloud-based CRM and lead management software solution that offered scripting and call recording capabilities.

Call Center Case Study

Call Center & Appointment Setting

A call center and appointment-setting company in Seattle was experiencing technical glitches and poor customer service from their existing call center software provider.

Health Insurance Case Study

Health Insurance Case Study

A U.S. national health insurance distributor needed a more user-friendly lead management and CRM software with auto dialer capabilities.