Case Studies

National Cost was searching for an automated sales CRM software that would be easy to use, with limited amounts of training.

SalesRoads wanted a simple, yet powerful sales engagement software to streamline its operations and increase sales. The company was looking for a solution that focused heavily on cold calling.

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

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.

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.