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SP Marketplace Case Studies

  • Atlas Performing Arts Center - Customer Case Study

    Jarrod BennettExecutive Director

  • Prager Metis - Customer Case Study

    Gurjit SinghChief Information Officer
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    Customer References182 total
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    Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by effectively managing clients and streamlining complex operations. Maximizer CRM is easy to securely deploy and inexpensive to maintain, yet powerful enough to meet the specific needs of financial services professionals.

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    Ricochet360 can help you create predictable revenue outcomes by automating 95% of what your sales or support agents do on a daily basis. Make 500+ calls per day, while automating thousands of emails and text messages generating optimal penetration into your desired marketplace. Generate more responses with less effort using Ricochet360’s built-in engagement cadence, send relevant messages at the right time to generate return calls, sms responses, and emails while you sleep.

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    Customer References74 total
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    servis.ai empowers businesses to transform customer-facing operations through streamlined automation and AI-enhanced insights. Their all-in-one platform centralizes complex workflows, allowing teams to deliver outstanding service while boosting productivity and clarity across every interaction. They’re on a mission to simplify the way businesses handle business operations. Their vision is to be the world’s most trusted platform for managing customer interactions, turning every touchpoint into an opportunity for growth.

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