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.