PROVEN PLAFORM ENABLING REPEATABLE RESULTS
The Engage Platform
Modern B2B relationships require an innovative way to share, collaborate, and align stakeholders for business objectives. Engage's robust client facing Workspace environments and experiences supported by automation, checklists, tasks and more provides an optimal environment for accountability and success.
Our clients desire a highly interactive and secure environment with the visibility, repeatability and analytics to drive success and scale.
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
Unified Workspace Experience = Results
Microsoft Outlook
Engage REST API
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.
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.
Austyn
Reviewr, Client Leader
+25%
Overall Team Time Efficiency
+38%
Customer Engagement
2Wks
Quicker Time to Value for Clients
