BizAutomation Customer Story

bizautomationBizAutomation is a 14-year old ERP company based in Irvine, CA with 24 employees.  

The company provides cloud ERP solutions for small businesses with up to 100 employees in the US and Canada.  Think NetSuite, but easier to use, without the bloat, and without six-figure price tag.  


After years of product development, BizAutomation is in growth mode and looking to capture a large share of the ERP market that doesn’t have the budget for NetSuite but needs a full-featured ERP solution.  

BizAutomation CEO Carl Zaldivar contacted RevBoss after exploring several growth channels with mixed results, including search engine marketing.  “The big players in our category have bid up the keywords most relevant to our business to the point that we can’t afford to keep paying the inflated cost-per-click.” says Zaldivar.  

“So we needed a way to level the playing field.”


BizAutomation purchased a pay-as-you-go RevBoss subscription and started small, with only 1,500 prospect credits.  Instead of paying for ads to drive traffic to his site, Carl decided to directly target NetSuite users and other targets in key verticals with direct sales prospecting emails.

In addition to a software subscription, BizAutomation purchased an On-Boarding Booster from RevBoss.  The RevBoss team crafted original messaging for the company’s sales prospecting emails and assisted with segments and campaign strategy.

Added Zaldivar, “We related to RevBoss right away because we’re both small teams taking on larger companies by simplifying an old school business process.  I’ve been very happy working with their team.”


Just a few short weeks after kicking off his first RevBoss flow, Carl hooked a conversation that quickly turned into a $30,000 annual agreement — 20X his initial RevBoss investment.  

“There are so many marketing channels to consider these days.  And so many are black holes that are hard to measure and don’t return value.” says Zaldivar.  “RevBoss has been easy to measure from the start and we’re happy that we’ve added it to our marketing mix.”

RevBoss has a turnkey approach. You tell them what you need in terms of your target audience and they do the rest. And the leads come in the door.
Mitchell Causey, Founder & CEO, Demandwell

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