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PROVEN PLATFORM FOR THE MODERN PROBLEM
The Engage Platform
In today's B2B landscape, fostering innovative methods for sharing, collaborating, and aligning stakeholders toward common business goals is essential. Engage offers robust client-facing workspace environments and experiences, bolstered by automation, checklists, tasks, and additional features, creating an ideal setting for ensuring accountability and achieving success.
Our clients seek an interactive and secure environment that offers visibility, repeatability, and analytical insights, all geared towards driving success and facilitating scalability
Centralized and Secure Workspaces
Modules & Libraries for Repeatability & Consistency
Two-way Communication & Collaboration for Stakeholder Alignment
Processes and Checklists for Automation
File Sharing, Collaboration & Management
Reporting & Analytics for Operations and Process Health
SEAMLESS INTEGRATION FOR ADOPTION
Breaking Silos - Zero Tool Fatigue
FIND YOUR SOLUTION
Proven Use Case Experiences...
Complex and Enterprise Sales
Use our centralized, prospect-facing deal rooms to share presentations, collaborate on documents/files, create accountability through mutual action plans, showcase product videos, and handle contract details all on one single platform.
documents/files users MAPs assets
Customer Onboarding
Use our centralized workspaces to implement checklists and processes to onboard new clients effectively. Also share insights, videos, training resources and more via automated processes. Follow up with meeting recaps and action items to keep everyone accountable during the critical beginning stages of their customer journey - repeatable success.
journey forms/data tasks files
Customer Success
Build better relationships with not just your internal champions, but also with key decision and budget stakeholders. Our workspaces promote a healthy environment to improve these relationships through client segementation, file/resource sharing, surveys, training, product updates, quarterly business reviews, and more. The complete CS toolbox for customer engagement.
QBRs surveys/data tasks reports
Renewals
Turn disjointed processes and ad hoc execution into a smooth client engagement strategy. Engage's client facing workspaces for renewals provides a centralized environment of checklist, tasks and processes to ensure a clear and repeatable path to success.
documents/files tasks messaging Reports
Explore more ways Engage can drive success
Engage is helping clients for mutiple business needs and engagement.
TESTIMONIALS
Real Partners, Real Talk
Engage has helped to make our onboarding process seamless and efficient. We’re able to upload content that clients are able to immediately interact with to provide us with the data necessary to configure their accounts. All of this creates a simple user experience for them and an efficient experience for us.
Working with this team has allowed us to automate a large portion of our Project delivery process resulting in a more consistent customer experiences as well as giving our PMs the ability to manage a higher workload.
We launched Engage as a volunteer management and support tool. The ability to collaborate on documents, use checklists for onboarding staff and volunteers, and easily manage information through bulk uploads was definitely appealing. However, the ease of use for our volunteers by having a secure unique link was the icing!
We deployed Engage for sales and new customer onboarding. Our platform requires a collabrative onboarding experience. Engage enabled us to share, collaborate via checklists, file sharing, modules and more to get clients live faster and happier.