CBI-X Delivers Success to Case Management Software Leader with ABM Lead Generation and Appointment Setting

Marketing-qualified Leads


Qualified Appointments


Social Media Connections



Lead Generation and Appointment Setting


Municipal organizations




Mayors, Municipal Commissioners, IT Director, INDUSTRY Managed IT IT Manager, IT Consultant

The Client

  • Industry: Software
  • Location: USA
  • Headquarters: USA

Established in 2003, the Client has positioned itself as a leader in providing case management software solutions, having more than ten years of experience. Several federal, state, and local organizations in the USA employ their services, which comprises an intuitive web-based case management and tracking system that is also easy to use. Their software has become widely used and trusted among organizations involved in investigations.

The Challenge

The Client found great success with its case management software initially, attracting numerous customers, earning them spots in the top 500 fastest growing startups for five straight years. However, changes in the market and developments in the field brought them intensified competition, and they soon realized that their traditional customer engagement methods could not give them the same results.

To mitigate the possible effects of stronger market competition on their business metrics such as customer acquisition, customer, retention, and ROI, the Client decided to reach out to an outside agency to perform some of its marketing functions. At the end of their deliberations, the Client made the best choice in engaging with CBI-X.

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