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.

More about Engage for Complex Sales

Engage Tools As Solutions

AND MANY MORE...

Centralized Workspace

Doc and File Sharing

Direct/Group Messaging

Mutual Plans and Tasks

Marketing and Video Assets

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. 

More about Engage for Client Growth

Engage Tools As Solutions

AND MANY MORE...

QBRs and Account Plans

Surveys and Data Collection

Doc and File Sharing

Workflow and Tasks

Report Sharing

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.

More about Engage for Customer Onboarding

Engage Tools As Solutions

AND MANY MORE...

Automated Onboarding Journey

Forms and Data Collection

Workflows & Tasks

Direct/Group Messaging

File sharing & collaboration

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.

More about Engage for Client Renewals

Engage Tools As Solutions

AND MANY MORE...

Centralized Workspace

Doc Share

Workflow and Tasks

Direct/Group Messaging

Report Sharing

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.

More about Engage for Economic Development

Engage Tools As Solutions

AND MANY MORE...

Centralized Workspace

Workflow and Tasks

Doc and File Sharing

Direct/Group Messaging

Surveys and Data Collection

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, ect. 
  • 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.

More about Engage for Nonprofit Teams

Engage Tools As Solutions

AND MANY MORE...

Processes

Forms & Data Collection

Workflows & Tasks

File sharing & collaboration

Direct/Group Messaging

Hear from our Customers. Contact us today

Engage provided our team a model and consistent approach to current account upsell and relationship expansion. Our ROI was achieved in only 4 months.

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Kyle Fredrickson
CEO, Reviewr
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