USE CASE

Workspace unites stakeholders, increases odds of closing sale by 40%.

Enterprise and Complex Sales

An enterprise sales teams leverages their workspace to collaborate with stakeholders on a multi-million dollar deal.

They share presentations, mutual action plans, product videos, and contract details on a single platform. Everyone is updated in real time and the likelihood of closing the deal increases by 40%.

SOME OF THE MODULES USED TO GET THE SALE

Doc Share

Mutual Action Plans

Video

Presentation Viewer

Proposal Manager

USE CASE

CX team streamlines onboarding for early success in new relationship

Account  and Customer Success

The CX team creates an easy onboarding process that customers love.

Implementing preloaded video training and automated email templates, they quickly bring clients up-to-date on the product with no additional effort internally. They follow up with meeting recaps and action item lists to keep everyone accountable during the critical beginning stages of their journey map.

SOME OF THE MODULES USED

Welcome Platform

Doc Share

Meeting Recaps

Team Bios

Meeting Recorder

USE CASE

On-boarding and Project Teams - key data and collaboration with stakeholders.

Project Teams and On-boarding

One buying committee found a better way to manage the RFP process. They deliver personalized video and documents, enabling vendors to learn and engage around relevant context. 

By gathering analytics, tracking the individuals involvement, and seeing how they interact and share assets—the committee sees what is most important to influencers in the decision making process.

RFPs made easier with these modules:

Solution Mapping

Forms and Questionnaires

Needs Summary

Doc Share

Proposal Manager

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CX, Outreach, PMs, and others.

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