Customer Success Stories

Assivo measures its success for each client engagement based on its ability to solve unique business process outsourcing challenges in line with precise client need.

The variety of Assivo customers, spanning industries and organizations around the world, speaks to the strength of Assivo’s service offerings and partnerships formed over the years. When Assivo clients succeed in measurable and quantifiable ways, Assivo succeeds alongside them.

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Outsourced Mortgage Processing for a Mid-Size Mortgage Lender
Data Entry & Processing

Outsourced Mortgage Processing for a Mid-Size Mortgage Lender

Supporting mortgage processing and underwriting activities for a mortgage lender as it scaled annual loan volume from $1.2 billion to $2.0+ billion at a rapid pace.

Data Entry & Processing
Loan Application Processing & Underwriting Support for a Mid-Size Business Lender
Data Entry & Processing

Loan Application Processing & Underwriting Support for a Mid-Size Business Lender

Supported application processing, underwriting, servicing, and compliance activities for a mid-size business lender, allowing it to overcome local labor market challenges and scale loan volume.

Data Entry & Processing
CRM Data Enrichment for a Vertical-focused SaaS Company
Data Cleansing & Enrichment

CRM Data Enrichment for a Vertical-focused SaaS Company

Cleaned, researched, and enriched 20,000+ target accounts and relevant contacts for a vertical industry focused SaaS company, accelerating their sales & marketing efforts.

Data Cleansing & Enrichment
CRM Data Enrichment for a Hypergrowth Healthcare SaaS Company
Data Cleansing & Enrichment

CRM Data Enrichment for a Hypergrowth Healthcare SaaS Company

Adding 300K+ leads and managing the CRM for a hypergrowth VC-backed healthcare SaaS company as it scaled at a rapid pace.

Data Cleansing & Enrichment
E-Commerce Product Data Entry and Enrichment for an Online Furniture Distributor
Data Entry & Processing

E-Commerce Product Data Entry and Enrichment for an Online Furniture Distributor

Distributor of mid-to-high end home furnishings. 750,000+ SKUs in catalog, distributes over 500 furniture brands.

Data Entry & Processing
Lead Scoring for a Silicon Valley SaaS Company
Lead Generation & CRM Management

Lead Scoring for a Silicon Valley SaaS Company

Lead Scoring of over 50,000 prospective customer accounts for a software company. Silicon Valley SaaS/Software company with over 1,000 enterprise customers in the manufacturing vertical.

Lead Generation & CRM Management

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How to work with

assivo

Schedule A Consultation
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Define

Share your unique challenges and work requirements, and we’ll create a custom proposal just for you.

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Test

Start with a pilot program to see your workflow in action, and we’ll discuss your feedback along the way.

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Launch

Go live with a fully trained team of outstanding Assivo staff. Your dedicated team will be overseen by a capable project manager to ensure your needs are met.

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Manage & Scale

Provide feedback and growth metrics, and we’ll manage your team’s productivity, work output quality, and size.