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● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

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● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

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● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

Blue Lion Insurance Advisors selects CallRail Call Tracking for Call Tracking and Recording

In 2020, Blue Lion Insurance Advisors, a United States based Insurance organization with 20 employees and revenues of $2M selected CallRail Call Tracking for Call Tracking and Recording while displacing Legacy, and integrating with the existing systems being used.

Customer Vendor Old Product New Product Category Market Users VAR/SI When Live
Blue Lion Insurance Advisors CallRail Legacy CallRail Call Tracking Call Tracking and Recording CRM n/a n/a 2020 2020
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FAQ - Blue Lion Insurance Advisors selects CallRail Call Tracking for (Call Tracking and Recording)

In 2020, Blue Lion Insurance Advisors selected CallRail Call Tracking for Call Tracking and Recording to modernize their CRM operations and improve scalability, visibility, and control.

The CallRail Call Tracking deployment replaces Legacy and integrates with existing systems to streamline processes, reporting, and compliance across CRM.

Blue Lion Insurance Advisors is a Insurance organization in United States, with approximately 20 employees and $2M in annual revenue.

Blue Lion Insurance Advisors has initiated the CallRail Call Tracking implementation with an expected go-live in 2020, supporting its modernization of Call Tracking and Recording processes.

Blue Lion Insurance Advisors has not disclosed the SI for the CallRail Call Tracking implementation.

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