Here we explore a great use case of how Engage is helping Big Brothers Big Sisters of the Inland Northwest increase their engagement for community partnerships, events, training, documents, and more. 

Recruiting, onboarding and account teams struggle with actively engaging throughout the potential customer experience lifecycle. Customers and Partners are more independent and knowledgeable than ever; they demand a more targeted and personalized experience. Therefore, a successful sales and account process requires the right engagement and collaboration to move prospects from qualified to closed and beyond.

Engage was designed for challenges, including: 

  • Email Fatigue
  • No processes or centralization of information for engagement
  • Relevant and consistent message delivery to the target stakeholder/customer/partner
  • Building and maintaining engagement throughout a lengthy, complex recruitment process
  • Empowerment of champions, engagement of multiple decision makers.
  • Bridging the gap between marketing communication and sales/account activities
  • Improving and Seamless On-boarding of new partners/BIGS etc.
  • Visibility throughout the customer experience with insightful analytics that drive decision making and on-boarding

PROVEN APPROACH

PLATFORM EXPERIENCE

The Engage Platform works by easily creating personalized workspaces to build trust, collaboration, matching of solutions to needs and assistance to stakeholders to make more confident decisions.

EXPERIENCE WORKFLOWS

Engage is designed to help organizations with the challenges of engagement and execution across all phases of the stakeholder experience. Engage is not rigid. The platform and experiences can be leveraged in ad hoc, automatic, or completely customer-driven ways.

PERSONA-CENTRIC EXPERIENCES

BIGS

  • Communication HUB
  • Events - Notifications and registrations
  • Training - videos and materials
  • Photo Sharing
  • Documents/Resource Delivery (Newsletters, etc.)


New Bigs

  • Recruiting
  • Onboarding

Staff

  • Board of Directors and other Committees 
  • Investor and Partner Outreach
  • Staff Onboarding
  • Staff Updates - training/events, etc.

Littles

  • Outing updates and family communications
ENGAGEMENT TOOLS AND MODULES

Engage was designed to power digital experiences to help guide stakeholders qualified to closed, on-boarding and ongoing growth. The platform’s engagement tools and open architecture provide the flexibility needed for engagement and collaboration success. 

ENGAGEMENT TOOLS AND MODULES IN ENGAGE
  • Centralized Secure Workspace
  • Workflows - Automation
  • Tasks and Triggers
  • Meeting Recaps
  • Archetype Targeting
  • Product/Service Mapping
  • Marketing Sharing
  • File Sharing
  • Team Profiles
  • Q&A
  • Video Sharing    Commenting/Direct Messaging
  • Mutual Action Plans - MAPs
  • QBRs - Scorecards
  • Forms and Data Collection
  • NDA / LOI Documents
  • eSignature
  • Proposal Delivery
  • CRM APIs
  • Third-Party Integrations
SEAMLESS WITH YOUR ENVIRONMENT
  • CRM – We play well with others: Salesforce, HubSpotCRM, and many other leading CRMs are all easily integrated with and enhanced by Engage.
  • Not a heavy lift – all perceived barriers of cost, marketing collateral, technology integration or need for dedicated resources are either nominal or absent, providing rapid ROI. If you are serious about sales and account management, get serious with Engage.