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     Modern Enablement: The Collaborative Way
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     Top Three Ways to Prevent Churn and Increase Customer Retention
     
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SHARED WORKSPACES AND PROCESSES TO COLLABORATE WITH


TALENT


PROSPECTS


CLIENTS


STAKEHOLDERS


TALENT


PROSPECTS


CLIENTS


STAKEHOLDERS


TALENT

Engage offers customer-centric workspaces designed to facilitate the smooth
execution of processes and interconnected business interactions.

Deep Dive with a Discovery Explore Proven Use Cases




PROVEN PLAFORM ENABLING REPEATABLE RESULTS


THE ENGAGE PLATFORM

 

In today's B2B landscape, fostering innovative methods for sharing,
collaborating, and aligning stakeholders toward common business goals is
essential. Engage offers robust client-facing workspace environments and
experiences, bolstered by automation, checklists, tasks, and additional
features, creating an ideal setting for ensuring accountability and achieving
success.

Our clients seek an interactive and secure environment that offers visibility,
repeatability, and analytical insights, all geared towards driving success and
facilitating scalability

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



Schedule a Discovery Explore Use Cases



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. 

Dive Deeper Get Started



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



RESOURCES AND TEMPLATES TO GET YOU STARTED

VISIT RESOURCE CENTER



INSIGHTS


LET US SHARE OUR EXPERIENCE WITH YOU!

Insights
Becoming Proactive About Client Success
Insights
Top Three Ways to Prevent Churn and Increase Customer Retention
Insights
The Ideal Quarterly Business Review (QBR) Structure
See More Insights



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