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Financial Services Case Studies and Customer Success Stories with Phoneburner

 

On Q Financial - Financial Services - Medium

Scottsdale, USA

PhoneBurner helped On Q Financial boost call volume and speed to lead. The team integrated PhoneBurner with their CRM quickly.... Reps started making more calls on day one. Complaints about old dialers stopped. Managers used analytics to track calls and improve results. Conversion rates and employee satisfaction both increased.

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Cetera Financial Group - Financial Services - Large

El Segundo, USA

PhoneBurner helped Cetera Financial Group's recruiting team save hours each day booking meetings. The team integrated PhoneBurner with Salesforce for... seamless dialing and better reporting. Recruiters used workflow automation, 1-click voicemails, and instant emails to speed up outreach. Management gained new oversight with custom reports and call tracking. The team now books appointments faster and with less effort.

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Information Technology and Services Case Studies and Customer Success Stories with Phoneburner

 

CC Capital Group - Information Technology And Services - Medium

USA

PhoneBurner helped CC Capital Group boost agent call volume from 100-120 to 250-300 calls per day. The company eliminated manual... lead distribution and fully automated their dialing process. Agents became 2 to 3 times more efficient. Campaign management is now centralized and streamlined. CC Capital Group scaled operations easily with PhoneBurner’s cloud-based system.

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Technology Evaluation Center (TEC) - Information Technology And Services

PhoneBurner ARMOR® helped Technology Evaluation Center (TEC) double their answer rates and boost call volume by 150%. TEC scaled from... 200 to 500 dials per agent per day, improving outreach and lead conversions. ARMOR® reduced flagged number disruptions, saving management time and increasing productivity. ARMOR® Analytics gave TEC new insights to optimize performance and uncover more opportunities. Christian Scott at TEC praised the system for making operations seamless and reducing his workload.

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Transportation/Trucking/Railroad Case Studies and Customer Success Stories with Phoneburner

Unishippers - Transportation/Trucking/Railroad

PhoneBurner helped Unishippers boost account executive productivity by 3-4x. Call volume jumped from 50-75 to over 200 calls per day,... driving a 250% increase. The sales team saw bigger paychecks and less call reluctance. Revenue grew substantially over five years. Automated lead distribution and reporting improved efficiency and accountability.

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Utilities Case Studies and Customer Success Stories with Phoneburner

 

Odin Energy - Utilities - Small

Las Vegas, USA

PhoneBurner helped Odin Energy shift from door-to-door to remote inside sales during Covid-19. The team set up a new phone-based... sales process in weeks. Using PhoneBurner, they automated lead distribution and tracked performance with real-time leaderboards. Odin Energy generated over $500,000 in sales in one week in Phoenix. The company plans to keep growing its inside sales channel with PhoneBurner.

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Education Case Studies and Customer Success Stories with Phoneburner

 

EducateU USA - Education - Medium

USA

PhoneBurner helped EducateU USA reach a 35% call-to-transfer rate. The team cut admin time by 30% using automated call tracking... and reporting. Call handling became 20% faster with custom workflows and automated follow-ups. Managers now track KPIs and coach reps in real time. EducateU USA improved conversion rates and student engagement with PhoneBurner.

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Professional Training & Coaching Case Studies and Customer Success Stories with Phoneburner

 

IFPG (International Franchise Professionals Group) - Professional Training & Coaching - Small

Morganville, USA

PhoneBurner’s Zoho dialer helped IFPG’s call center double daily call volume per agent from 200 to 400. Call answer rates... jumped from 12% to 23%. Appointment sets rose from 3-4 to 11 per day. The seamless Zoho CRM integration and omni-channel outreach improved agent morale. Spam flag issues stopped, and revenue increased. Agents now enjoy their work more.

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Real Estate Case Studies and Customer Success Stories with Phoneburner

 

Red Spiral Investing - Real Estate - Small

Phoenix, USA

PhoneBurner helped Red Spiral Investing triple their call volume compared to their old dialer. The team went from 7,000 to... over 20,000 calls per month. Automated lead routing and SMS features made outreach easier for reps. The company hit a new high in properties under contract, closing 3 deals in the first month. Reps are happier and more productive with PhoneBurner.

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Marketing and Advertising Case Studies and Customer Success Stories with Phoneburner

IFPG (International Franchise Professionals Group) - Marketing And Advertising - Medium

PhoneBurner’s native Zoho dialer helped IFPG boost call answer rates from 12% to 23%. The call center doubled daily call... volume per agent from 200 to 400. Appointment sets jumped from 3-4 to 11 per day. The seamless Zoho integration and omni-channel outreach improved agent satisfaction. Spam flag issues stopped, and revenue increased as a result.

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Research Case Studies and Customer Success Stories with Phoneburner

 

Amici Clinical - Research - Small

USA

PhoneBurner helped Amici Clinical boost patient recruitment for a COVID-19 study. The team increased call volume without hiring more staff.... Real-time lead distribution let reps call new leads almost instantly. Automated email outreach and tracking improved professionalism and follow-up. Amici screened over 300 patients, far above their usual cap of 30. The company is now preparing to open another office.

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