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See how companies are leveraging Engage to create effective processes to drive communications and power collaboration.
USE CASE
Enterprise and Complex Sales
Build relationships, trust, and close sales.
Engage workspaces unite stakeholders, increasing the likelihood of closing the sale by 26%.
Common Sales Challenges
- 90% of the sale is done without a member of your team
- Trouble creating consistency in engagement with prospects
- Difficulty creating the personalized experiences that prospects expect
- Drive consensus throughout a long sales cycle with multiple decision makers
- Getting all decision makers on the same page and catering the conversation towards their individual roles
How We Help
Via our centralized, prospect facing deal rooms teams can share presentations, collaborate on documents/files, create accountability through mutual action plans, showcase product videos, and handle contract details all on one single platform.
USE CASE
Customer Onboarding
Proven and repeatable processes to onboard customers successfully.
Stop the rat race with repeatable, consistent processes to build confidence for you and your new customers
Common Challenges
- Issues creating successful hand offs from your sales team to your onboarding team
- Fulfilling client needs, promises, and expectations after the hand-offs
- Creating consistency in engagement with the new client
- Lack of repeatable processes and automation for client communication
- Slow Time to Value for new customers
- Aligning accountability for the many players/roles during the onboarding process
How We Help
Create an easy onboarding process that customers love. Using Engage, your onboarding team can implement preloaded insights, videos, training resources, and automated email templates to support your process all inside our centralized workspaces. Follow up with meeting recaps and action items to keep everyone accountable during the critical beginning stages of their customer journey.
USE CASE
Account & Customer Success
Healthy relationships to get, keep, and grow your clients
Reduce churn and build what matters, relationships
Common Challenges
- Your customer interactions are "as needed" instead of constant and strategic
- Effectively execute, land, and expand processes with your team
- Difficulty holding the customer accountable for next steps to drive success
- Keeping your client's leadership invested in continuous value creation process
- Aligning your internal team to promote engagement to and from all stakeholders
- Problems executing repeatable processes that scale
How We Help
Our centralized workspaces help build better relationships with not just your internal champions, but also with key decision makers. Our workspaces promote a healthy environment to improve these relationships through file/resource sharing, surveys, training, and quarterly business reviews. These tools help drive retention and promote account growth.
USE CASE
Client Renewals
Drive repeatable, scalable, and automated connected experiences for renewals
Helping partners go from disjointed to modern, seamless renewals
Client Renewal Challenges
- Absent automation and efficiencies during renewals
- Lack of consistency and process in renewal stages
- Weak visibility of renewal health
- Insufficient real-time measurement of touch base activities
- Missing follow ups and contract deadlines
- Struggle with collaboration, organization, and sharing of documents both internally and externally
How We Help
We help partners take their disjointed and fragmented processes as well as their ad hoc execution and turn those into custom engagement strategies to drive a repeatable, scalable, and automated connected experiences. Engage's client facing workspaces for renewals provides a centralized environment and processes to ensure a clear path to success.
USE CASE
Economic & Community Development
Engagement for recruitment, retention, and expansion
Engage helps organizations communicate and collaborate with businesses and community stakeholders.
Economic Development Challenges
- Need for repeatable processes and engagement with community stakeholders
- Trouble creating consistency in BRE (Business Recruitment and Expansion) activities
- Lack of visibility and communication during long and complex business recruitment cycles
- Limited two-way collaboration of documents, surveys, reports, etc.
- Unstructured communication between many stakeholders during business recruitment process
- Difficulty scaling engagement with investors and volunteers
We Can Help
Engage drives relationships through highly personalized outreach portals. Teams leverage Engage for business recruitment and retention engagement activities including sharing and collaborating on files, mutual action plans, site selections, incentives, and surveys on a single platform. Powered by proven workflows, integrations with CRM, and messaging platforms ensuring everyone is aligned for success.
USE CASE
Nonprofit & Asociations
Connect and collaborate with your external stakeholders
Your programs include beneficiaries and external stakeholders. Engage brings all these people together to drive impact.
Nonprofit & Association Challenges
- Need for centralization environment to share information and resources with external stakeholders and partners
- Struggling to effectively communicate and collaborate with external partners, stakeholders, members, donors, etc.
- Difficulty scaling your impact and need tools to help do more with less
- Need for repeatable processes and consistency of program engagement with external stakeholders
- Trouble turning regular data collection from programs and services into actionable insights and impact metrics
We Can Help
Engage drives your mission forward through highly personalized outreach workspaces for programs and services. Organizations leverage Engage to improve communication, collaboration, data collection sharing, and processes with external stakeholders on a single platform. Powered by proven workflows, integrations with CRMs, and messaging platforms ensuring everyone is aligned for success.
See this use case in action
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Engage provided our team a model and consistent approach to current account upsell and relationship expansion. Our ROI was achieved in only 4 months.
Kyle Fredrickson CEO, Reviewr
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