Placentia, 92870-6838, CA,
United States
The Brea Financial Group Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by The Brea Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 The Brea Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The Brea Financial Group has purchased the following applications: CallerReady for Campaign Management in 2016, Google Identity Platform for Identity and Access Management (IAM) in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems The Brea Financial Group is running and its propensity to invest more and deepen its relationship with CallerReady , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing The Brea Financial Group revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for The Brea Financial Group intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| CallerReady | Legacy | CallerReady | Campaign Management | CRM | n/a | 2016 | 2016 | In 2016, The Brea Financial Group implemented CallerReady as a Campaign Management solution to convert inbound leads into live calls. The deployment in the United States focused on lead-to-call automation and campaign orchestration to support marketing and campaign management, with CRM integration to synchronize lead records and call outcomes. Configuration centered on CallerReady's campaign management module and a dynamic call distribution capability inferred from customer testimony, combined with workflow automation to route calls, prioritize contacts, and capture connection events. Reporting components were configured to surface connected call rates and conversion markers for ongoing campaign tuning and operational visibility. The deployment raised connected call rate from 65% to 98% and delivered faster connection rates and higher conversions, outcomes that contributed to improved campaign ROI. CallerReady Campaign Management was used by The Brea Financial Group to unify marketing and CRM-integrated lead-to-call workflows for its small business operations in the United States. | |
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Tag Management | CRM |
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2018 | 2018 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Legacy | Google Identity Platform | Identity and Access Management (IAM) | CyberSecurity | n/a | 2018 | 2018 |
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