Use Case Collaborator
William Worthy, Chief Revenue Officer
Industry
Franchise-Focused Accounting Software
Ceterus is a SaaS-based franchise-focused accounting software provider helping small and medium-sized franchise owners manage their financials with precision. For CRO William Worthy, the challenge was clear: find accurate contact data and connect with a diverse network of franchisees and franchisors across the country.
"I partnered with roister a number of months ago to really solve the challenge of finding better contact information in this space."
Franchise data is fragmented, outdated, and hard to access at scale. With thousands of brands operating under unique ownership structures, traditional outbound models often miss the mark. Ceterus needed to reach decision-makers with relevant messaging, consistently and at scale.
"To actually find that information and get in front of them in the right places is certainly a challenge."
When Ceterus partnered with roister, what stood out was the depth of integration and immediate impact. The team moved fast to learn the business, understand the value proposition, and start outreach that felt aligned with the brand.
"roister was able to come in quickly, integrate with our systems, learn our business, learn our messaging… We were able to onboard in no time."
roister built a comprehensive database of franchise contacts, enriching each record with firmographic data and intent signals. This enabled hyper-targeted outreach to the most relevant prospects.
"We want to support as many franchisees as we can… and to do that at scale in an ever-changing world is absolutely a difficult challenge."
With the ICP nailed down, roister launched coordinated campaigns via email, LinkedIn messaging, and outbound calls. Everything was visible and trackable in the platform, and the Ceterus team could monitor outreach performance with ease.
"I'm able to review all the outreach that goes out, all the calls that are made… and we have weekly check-ins to understand progress."
The engagement with roister was not just vendor support, it felt like a strategic extension of the internal team. With regular updates and shared ownership of results, the partnership continues to evolve as Ceterus's GTM needs grow.
"The goal for us is to use roister as a part of our go-to-market strategy over the long term."
Ceterus now has a predictable system to reach the right franchise contacts, generate qualified meetings, and build pipeline. Outreach is no longer guesswork. It's structured, efficient, and effective.
Predictable system to reach franchise decision-makers
Qualified meetings and pipeline growth
Structured, efficient, and effective outreach
"I'd highly recommend roister to any other revenue leaders out there across any space."
In a space where accurate data and strategic outreach are hard to come by, roister delivered fast, integrated, and high-impact results for Ceterus. From onboarding to pipeline, the ROI was clear.
"roister really didn't have an issue of saying, 'I think we can do this.' It was more of, 'Let's jump in and find out.'"
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