Case Study: Cetera Financial Group improves recruiting productivity and outreach oversight with PhoneBurner

Cetera takes financial recruiting to the next level with dramatic time savings and outreach oversight

Cetera Financial Group, a financial services recruiting team, needed a better way to prospect, manage follow-up, and track activity in Salesforce. Recruiter Paul Baldovin said the team lacked a CRM they liked and had limited reporting visibility, making it hard to run efficient, effective outreach.

PhoneBurner helped Cetera integrate dialing directly into Salesforce, adding tools like 1-click voicemails, instant emails, workflow automation, call recordings, and custom reports. With PhoneBurner, Cetera cut hours of morning prep time, sped up appointment setting, and gained clear oversight into calls, emails, and talk time, giving management a reliable source of truth.

Cetera Financial Group

Paul Baldovin

Recruiter