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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

List of CallerReady Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Concussion Media Media 10 $3M United States CallerReady CallerReady Campaign Management 2011 n/a In 2011 Concussion Media began working with CallerReady to operationalize performance marketing using CallerReady for Campaign Management. The initial engagement prioritized speed-to-lead response services to accelerate inbound lead handling and improve call connection outcomes. The deployment emphasized pay-per-call campaign management and lead-to-call automation as core capabilities, with CallerReady configured to automate lead ingestion, prioritize rapid handoff to agents, and orchestrate campaign-level routing rules. Configuration work focused on campaign templates, response sequencing, and automation logic consistent with Campaign Management workflows. Operational coverage centered on United States performance marketing activities and client pay-per-call programs, with CallerReady tied into Concussion Media campaign operations and client lead flows. Integrations were implemented at the campaign and call handling level to align campaign tracking and inbound response processes with CallerReady automation. Governance and rollout were managed through campaign-level configuration and iterative optimization, with operational ownership by Concussion Media campaign managers. The engagement produced rapid improvements in connection rates, explicitly doubling connection rates overnight and enabling greater campaign scalability through lead-to-call automation and speed-to-lead orchestration.
Peoples Tax Relief Banking and Financial Services 35 $8M United States CallerReady CallerReady Campaign Management 2011 n/a In 2011, Peoples Tax Relief implemented CallerReady for Campaign Management to support customer service and campaign operations in the United States. CallerReady was applied to rapidly generate outbound campaigns and to route inbound and outbound calls to internal agents, providing the speed to launch required for tax relief workflows. The deployment centralized campaign configuration and runtime call routing, combining campaign build, list management, scheduling and agent routing into a single operational layer. Automation of dialing and dynamic routing rules was configured to accelerate time to contact and to adapt call distribution to agent availability and campaign priorities. CallerReady was integrated with Peoples Tax Relief customer service and CRM processes to deliver contextual call handling and to feed campaign state into agent workflows. Governance focused on centralized campaign oversight and agent routing policies, and the implementation was rolled into the companys US call operations, with reported outcomes of improved routing flexibility and faster time to contact.
The Brea Financial Group Banking and Financial Services 10 $1M United States CallerReady CallerReady Campaign Management 2016 n/a 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.
Insurance 860 $470M United States CallerReady CallerReady Campaign Management 2020 n/a
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