AXCESS Financial, a consumer financial services firm, was a frequent target for fraudsters who tricked employees into transferring money through bogus transactions. The fraudsters were successful an average of about once a week and were costing the company more than $360,000 annually. The company knew it was getting scammed, but didn’t always know how, or even who the perpetrators were. A typical fraud investigation would start when a store associate felt a customer interaction was suspicious. The process was time consuming and often only began after AXCESS Financial had been defrauded. The process had little preventive value, and left many attempts unreported and uninvestigated. AXCESS Financial had between 35,000 and 40,000 customer contacts in a typical day and over 60,000 during peak periods, so some suspicious activity inevitably fell through the cracks.

Simple Health, a full-service health insurance brokerage, experienced rapid growth, expanding from four call centers with 170 agents to seven call centers with 410 agents. With this growth, the company faced the challenge of effectively monitoring and training new agents. They were particularly interested in ensuring that all agents adhered to their carefully developed scripts and responded appropriately to sales objections. The company needed a solution that could capture and analyze data from their contact center operations to support their objectives.

AMCOL Systems provides complete accounts receivable management services to hospitals, healthcare systems and physicians groups in 34 states. Its scope of work exposes AMCOL to many different compliance regulations, especially for its collection activity. With enforcement of the Fair Debt Collection Practices Act (FDCPA) and other regulations becoming more aggressive, AMCOL wanted to find ways to improve what was already a highly compliant, efficient and automated operation. Many organizations in that position could introduce contact center analytics to provide the feedback for improving compliance and raising agent performance and proactivity. But AMCOL already had a contact center analytics solution in place, plus an advanced portal that makes it easy for supervisors and agents to share performance feedback and take action based on accurate, objective metrics. For AMCOL, the best opportunity to make additional, sustainable improvements was to compress the cycle of collecting performance metrics, analyzing them and providing actionable feedback to agents.

Real Time Resolutions (RTR) is a full-service mortgage servicer, debt collection, and business process outsourcer operating in the 1st and 3rd party marketplace with a portfolio consisting of mortgage and a variety of consumer accounts including those in bankruptcy. RTR employs 150 Recovery Agents (CSPs) across their U.S. branches. The company was facing challenges in reducing After Call Work (ACW) and operational costs, and improving call volumes in their contact center. They identified that the agents’ average ACW had a strong relationship to product type. For one specific product type, the average call duration was 2 minutes 30 seconds, but the average after call work was 6 minutes 30 seconds. This was not an occasional occurrence. In some months, the average for call durations was only one third of ACW. The analysis also uncovered that some agents (even those who sat next to each other) had drastically different ACW times.

Afni, a business process outsourcing (BPO) services provider, wanted to improve the quality of work performed in its contact centers by identifying training opportunities and improving the training and coaching it gives its more than 9,000 agents. The company was firmly committed to quality training, but wanted to more accurately identify areas for performance improvement and then make the training more targeted and effective. Afni recognized that the keys to optimizing customer contact outcomes including raising customer satisfaction among the clients’ customers it contacts, improving performance on sales calls, and increasing its first call resolution (FCR) rate. It specifically wanted to use analytics to learn what language was used and what other specific behaviors occurred on its calls. The idea was to assess the best outcomes for contacts, determine which agents achieved those results, benchmark what those top performers did and apply it across all agents through training, while also using coaching to bring agents that lagged on KPIs closer to the norms.

Bluegreen Vacations, a timeshare and vacation club management company, was facing a high agent attrition rate in its 175-seat call center in Indianapolis. The churn was particularly high in the first month as new employees often discovered that the life of a call center agent wasn’t what they thought it would be. The churn rate settled after the first month, but then approximately doubled starting in month five. Bluegreen was convinced that its CCR attrition reduced morale, increased the cost of running the contact center and ultimately had a significant impact on customer experience results. The company wanted to give the managers and quality assurance (QA) staff insight that could improve hiring, training and coaching to reduce turnover.

Open English, a Miami-based company that provides English instruction for groups and individual students via 24/7 access to online courses led by American teachers, was facing challenges in monitoring contact center performance and addressing quality issues. As the company's services grew more popular, the call volumes increased, making the manual methods used to review calls difficult to maintain. The company uses its contact centers in the U.S., Colombia, and Brazil to attract new students by calling prospect leads generated by its website and marketing campaigns. These calls are the lifeblood of the company and are the focal point of its new student acquisition process. Therefore, in 2015, Open English set out to automate its call monitoring and review process by using speech analytics to improve its outreach efforts.

Delta Outsource Group, a nationwide provider of collection and receivable management programs, was facing challenges in proving compliance with TCPA or FDCPA regulations. The company was using manual scorecards to assess the performance of their agents, which was time-consuming and based on analyzing only a small percentage of agent calls. This left the company vulnerable to the risk of legal actions being taken against them due to the lack of ability to verify compliance with TCPA and FDCPA regulations. The company also identified several issues with collectors’ calls, including potential FDCPA violations, use of abusive language, mentions of legal action, and actions affecting profitability such as overall call duration and excessive silence on the call.

Frontline Asset Strategies (FAST) is a rapidly growing call center that provides consumer-focused and compliance-based customer care, call center, and collection services to various industries. The company was facing challenges in continuously evaluating and improving collector performance. They also wanted to ensure better compliance with company policies and laws, and realize operational efficiencies through streamlining internal processes. Before implementing Eureka Interaction Analytics, FAST used manual scorecards to evaluate and score their collectors. However, this method only allowed for the evaluation of about 1.2% of the 250 calls each collector handles each month. The company knew that this was unlikely to be representative of true performance and that it was missing out on the potential benefits of the insight provided by measuring all 100% of their interactions with consumers.

Sokolove Law, a national personal injury law firm, had a call center with 55 agents that dealt with sensitive personal information. Quality and professionalism were paramount. To ensure these standards, Sokolove employed a team of five quality assurance managers (QA) to supervise the agents. The QA team's job involved listening to call recordings to ensure interactions met Sokolove’s high standards and to identify areas for improvement. However, this manual process was time-consuming and could only cover a fraction of the calls. The firm needed a solution that could analyze more calls, ensure adherence to interaction protocols, improve productivity and outcomes, and provide objective agent evaluations on more calls.

Stoneleigh Recovery Associates, a debt recovery company, was facing challenges in monitoring and ensuring compliance in its operations. The company was manually monitoring a few calls each month by each of its approximately 100 agents. A quality assurance (QA) manager would listen to the call and score it using a scorecard of Stoneleigh’s requirements and best practices. However, this method was not comprehensive and left room for non-compliance. When the Consumer Finance Protection Bureau (CFPB) updated its regulations for debt collection, Stoneleigh’s largest customer requested that some modifications be made to the company’s approach to compliance. This prompted Stoneleigh to look for a solution that could enhance its technology platform with next-generation automated interaction analytics.

TradeGlobal, a leading end-to-end eCommerce provider, recognized that their customer care center is often the first live interaction a customer has with their client’s brand. They wanted to ensure they were delivering best-in-class service and customer experiences. To achieve this, they needed to identify ways in which agent performance could be continuously evaluated and improved. They also wanted to identify any underlying problems with their internal processes and systems, through which operational efficiencies could be realized. They did not set out to identify process and product improvements for their clients but this was one of the unexpected benefits of the insight delivered by the CallMiner Eureka Interaction Analytics solution.

Nationwide Credit Corporation (NCC) is a large collection agency in the mid-Atlantic region, providing collection services to various industries since 1967. The company was looking for ways to improve its compliance adherence, agent monitoring, and reporting capabilities. They also wanted to enhance collection rates and customer experience for their clients. With increased focus on CFBP and FDCPA regulations, NCC aimed to create a full compliance safeguard to minimize complaints, escalations, risk of fines, and legal actions. They also wanted to optimize their QA efficiency to develop agents into better collectors and increase their productivity. To achieve this, NCC needed to monitor, score, and analyze 100% of its agents’ interactions.

DEFENDERS, a leader in home services sales, was facing a challenge in improving sales performance as traditional quality assurance methods and simple transactional data were not providing the key insights needed for effective coaching. The company wanted to monitor more calls, identify and benchmark top agent performances, improve sales performance, raise customer satisfaction levels, improve “Voice of the Customer” insights, and increase agent quality scores. The company initially deployed CallMiner speech analytics in its sales center using a pilot program. The sample group consisted of 15 agents with various levels of experience. During the trial period, these agents received weekly reporting and feedback based on speech analytics insights, with the goal of increasing sales of a specialized product line.

Nautilus, a global fitness products company, was facing challenges in managing its contact center efficiency and customer experience. The company was struggling with a cumbersome caller verification process that was causing customer frustration and wasting time. The process was taking approximately 30-60 seconds per call and in 20% of the calls, the agent wasn't able to assist the customer, leading to a transfer and repetition of the verification process. This resulted in redundancy, additional wasted time, and unhappy customers. Additionally, Nautilus was facing difficulties in identifying trends and pinpointing the root cause of issues due to the lack of actionable data. The company was also in need of a tool to monitor compliance training and adherence.

British Gas, a leading energy supplier in the UK, was keen to unlock the potential to better understand agent conversations in a digital environment. The company had concerns that much of the sales activity of the digital agents was being under-reported. Many WebChat sessions would start and end with a simple query, and many customers would follow up with a visit to Web Self-Service or voice contact. Without any data linkage or visibility into the subsequent customer journey information, no sales activity was attributed to the digital team. The company wanted to assess the validity of this theory and improve the visibility of agent performance by allowing CallMiner to mine all promotional chats.

PatientClicks, a rapidly-growing digital marketing agency focused on physiotherapy clinics, was in need of a solution that could provide transparency and actionable data to determine which marketing channels and strategies work best. The agency's success is measured by increased patient bookings, with 70-80% of patient leads coming from calls. Therefore, having the right call tracking solution in place was critical. Without the integration of CallRail and Unbounce, the agency would be in the dark, unable to identify which Unbounce variants drove those calls.

Top Job Asphalt was facing challenges with its sales workflow. The company was using two different systems for inbound and outbound calls, which was inefficient. Sales Relationship Consultant, Skyler Andreasen, had to switch between making outbound calls through HubSpot on a computer and answering inbound calls on a desk phone. When calls were missed, there was no easy way to access voicemail or get details about those calls. Inbound calls had no caller ID, so there was no information about who was calling or why. As a result, some leads were slipping through the cracks, which was a significant issue as an average lead is worth $2,000 to Top Job Asphalt.

GoldenComm, a Newport Beach-based marketing agency, was using call tracking to analyze inbound calls and optimize marketing campaign performance. However, the agency was looking for a more efficient and cost-effective solution that could provide more detailed information and help improve client processes.

Wit Digital was driving a high volume of inbound phone calls through its marketing campaigns, but it struggled to qualify those leads efficiently and accurately. The company’s cost per lead was sitting well above the industry average. At the time, Ryan and his team were recording calls with CallRail’s Call Tracking and then sending the recordings overseas where a third-party vendor would manually listen to the calls and categorize them. The arrangement with the overseas vendor took a long time to ramp up. Ryan and his team spent a lot of time teaching them how to categorize calls accurately. Even once processes were in place, Ryan had to do a lot of handholding. Unfortunately, the relationship deteriorated and service levels dropped off over time. To make matters even worse, the overseas vendor was expensive, with Wit Digital spending $2,500 to $4,000 per month. Ryan could have justified the cost if the overseas team was categorizing calls with near 100% accuracy. But instead, the team was stuck at 65 to 75%, partly due to language barriers.

Gravity Digital, a boutique video agency, was driving client leads via Google Search Ads, Youtube Ads, Facebook Ads, and more. However, they were unsure if clients were actually following up with them. The agency used call tracking to monitor account performance from timely appointment booking through prompt reminders and follow-ups. But calls weren't the only way patients booked appointments. Tracking requests from website form submissions was a completely different ball game. The HIPAA compliant forms they were using were too complicated. Gravity's team couldn't tell which leads were truly qualified, and they didn't have the insights they needed to hand them off to the booking team to close them.

D.R. Horton, America's largest homebuilder, was struggling with managing and tracking the high volume of leads coming in. The cost per lead in the real estate industry is high, averaging around $500, so any leads that slipped through the cracks represented a significant loss of potential revenue. The company had little visibility into incoming leads, leading to issues such as double communication with leads and frustration among customers who were asked the same questions multiple times. Calls would come in from multiple locations, and there was no way to decipher where those calls were coming from, making it impossible to forward them to the correct sales representative.

Lea Anne Roberts from Reliable Heating & Air had an idea to bid on new keywords around “leasing equipment” for the company's search engine marketing (SEM) efforts. These were inexpensive words that competitors were not bidding on because, at the time, financing heating and air equipment was not seen as a well-searched service. However, her managers were skeptical of this new direction. They didn’t see value in bidding on these keywords and questioned the quality of leads they would produce on a small, local level. Lea Anne decided to prove the value of her idea by running a form submission only campaign using CallRailʼs Form Tracking tool to test the number and quality of the leads generated.

Street Digital Media, a real estate digital marketing agency, faced the challenge of proving return on investment to its clients. The agency helps multifamily property managers throughout the U.S. attract prospective renters through digital advertising. However, the agency needed to bridge the gap between its paid advertising campaigns, lead tracking, and reporting to provide comprehensive insights into the ROI of its marketing efforts. The agency's clients, many of whom come from Asset Management backgrounds, needed to understand how the campaigns were generating calls and closing deals. The attribution model for the multifamily industry is based on first contact attribution, and before Form Tracking, Street Digital wasn't getting credit for leads that clicked through search or ad campaigns.

DCI Properties, a real estate business that purchases properties directly from sellers, was facing a challenge with their phone systems. They had two phone lines, each with a different provider, and their old phone system was outdated and not mobile. This became a problem when the pandemic hit and employees had to work from home. Furthermore, as the company began to grow rapidly, adding markets and employees, the existing phone system was not able to keep up. They tried and rejected a half-dozen VoIP providers due to poor call quality. The company needed a new phone system that could handle their growth and provide high-quality calls.

Qshark Moving Company, a Los Angeles-based moving service provider, was struggling with maintaining high levels of customer service as the company grew. Initially, the company's founder, Vlad, was handling all customer calls himself. However, as the volume of calls increased, it became overwhelming. To manage the situation, calls were routed to other team members in the field. This led to a new challenge - ensuring all calls were handled professionally. Vlad's solution was to record all calls and listen to them, which was a time-consuming process, taking up to 15+ hours a week. Additionally, Vlad needed a way to track which marketing activities were driving customer calls. While some tracking information was available via different advertising platforms, it was often limited in scope and challenging to manage.

Workshop Digital, a Virginia-based digital marketing agency, was facing challenges in providing a complete picture of every account’s progress due to a lack of granularity in tracking. They could prove their clients’ marketing spend was making a return, but it was difficult to pin down which ads or keywords were generating leads. The surface-level lead data provided by Google Analytics made it hard to determine the quality of those leads. To empower their clients to make the right decisions, Workshop Digital needed a one-stop solution that could provide the most granular data possible while still being easy to manage and organize.

The Kentucky School Boards Association (KSBA) had been facing issues with their existing video surveillance system. The system was unable to provide clear images for identification purposes during incidents. For instance, during a minor fender bender in the parking lot, the camera, which was only 30 feet away, could not clearly capture the identifying writing on the car that struck the other car. Similarly, during a break-in, the camera, which was three feet away, could not provide a positive ID on the perpetrator. These incidents highlighted the need for an upgrade in their video surveillance capabilities.

Glasscock County ISD, a school district in Garden City, TX, wanted to enhance the security of its campus. The district comprises multiple buildings, including two campuses, an agriculture shop, cafeteria and concessions, two gyms, and a bus depot. The superintendent, Scott Bicknell, was inspired by a nearby school district's system of over 100 doors managed by the infinias system. The challenge was to secure all academic settings across the campus and prevent unauthorized entry during certain times.

Hamilton School District in Montana was looking to upgrade security for students and staff across its five buildings. Initially, the district was considering installing video surveillance. However, their supplier, Super Circuits, suggested integrating video surveillance with a new browser-based access control system. The district needed a flexible, scalable system that could be installed over time, as budget and school holidays allowed. The district's administration and school board committed to video and access control as a package to improve the overall safety of their facilities.