Case Studies

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

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

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

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.

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.

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

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

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