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The Sales Enablement Blueprint for Better Selection Decisions in Financial Services

 

AllianceBernstein - Financial Services - Very Large

New York, USA
Content automation for sales enablement Salesforce-integrated client content management Sales enablement Content management

Seismic helped AllianceBernstein save 23,000 seller hours yearly by automating content creation and integrating with Salesforce. Sellers now access up-to-date... marketing materials from one place, improving compliance and client engagement. Mobile access and presentation tools let sellers prepare for meetings quickly, even on the go. The new workflow led to about $1.8M in efficiency savings. AllianceBernstein now delivers more personalized client experiences and closes deals faster.

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NPI Financial - Financial Services - Small

Atlanta, USA
Salesforce email integration and automation Deal management workflow improvement CRM integration Deal management

NPI Financial used LinkPoint Connect to solve email integration and CRM data entry issues. Before, staff took 27 days to... add and close deals in Salesforce. With LinkPoint Connect, this dropped to just 1 day. Employees now save time with automatic record creation and email syncing. The tool improved communication, teamwork, and support for Salesforce. NPI can now track deals and project growth more easily.

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Eurallia Finance - Financial Services - Medium

Paris, France
Deal document management and security Due diligence collaboration Deal management Document security

Eurallia Finance used Ideals Virtual Data Room to manage 50 deals per year, each ranging from 1 to 30 million euros. The firm needed... better security, document control, and activity tracking for their advisory services. Ideals provided secure document centralization, advanced access controls, and a Q&A module for due diligence. The platform improved client feedback, enhanced service quality, and strengthened Eurallia's corporate image. Features like drag-and-drop, watermarks, and automatic indexing saved time and increased confidence.

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- Financial Services - Large

Mortgage appointment booking optimization Customer engagement

Acceleraid personalisation software helped a financial services provider generate 65,000 additional appointments for mortgage advisors. The AI-driven solution created tailored... web pages for each visitor, using real-time data like device and search terms. This led to a 20% increase in appointments and appointments were booked 30% faster. The software integrated with the customer CMS to optimize the user journey.

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Houlihan Lokey - Financial Services - Large

Intralinks Deal Services helped Houlihan Lokey automate NDA management for a major M&A transaction. The team distributed NDAs to over... 100 buyers in hours, not days. Real-time dashboards and centralized workflows cut manual effort and email clutter. The platform enabled faster deal execution and let bankers focus on strategic work. Houlihan Lokey now relies on Intralinks for repeatable, efficient deal processes.

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KTI-Laskutus - Financial Services

Click2Contract helped KTI-Laskutus cut the time spent on making offers by 75%. Before, the team used Word, PDF, and email,... which slowed them down. With Click2Contract, sending offers is now five times faster. The team can track when customers open offers and see all offers in one view. This makes it easy to hand deals to other salespeople and copy the best ways of working. The team is very happy with the change.

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A financial services company - Financial Services

Pageflex helped a financial advisor in the financial services industry solve compliance and branding challenges. The advisor needed to market... services in a personal way but faced delays and risks when creating marketing collateral. Pageflex enabled the company’s field marketing teams and distributed sales force to create compliant, branded materials quickly. This improved marketing speed and reduced compliance violations.

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Hemisphere Partners - Financial Services - Small

Digify Virtual Data Rooms helped Hemisphere Partners, a boutique M&A advisory firm, manage multiple cross-border software transactions efficiently. The firm needed... a secure, scalable, and easy-to-use data room solution for due diligence. Digify enabled them to run six to seven live data rooms at once, with custom branding and strong access controls. The platform saved time for their lean team, improved professionalism, and ensured zero security issues. Buyers found the experience smooth and intuitive, building trust and streamlining M&A workflows.

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The Latest Sales Enablement Deployments delivering value in Automotive

 

Ancira Nissan - Automotive - Large

San Antonio, USA
Video messaging for sales follow-up Lead management automation Customer engagement Sales enablement

Quickpage helped Ancira Nissan send a video message to every lead. Before Quickpage, their old software was hard to use... and not all salespeople followed up. After switching, every salesperson followed up with every lead, 100% of the time. Lead-to-sale conversion increased by 3%. Appointment show rate went up by 11%. Customers left more positive reviews. The process became easy for the whole team, even with 2,000 leads a month.

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AAA Northeast - Automotive - Large

Providence, USA
Knowledge management for call centers Knowledge management Customer service

Panviva helped AAA Northeast fix knowledge management problems after several mergers. The company had many disconnected sources for policies and... procedures. Panviva created a single place for all information. This made it easier for agents to find answers and reduced training time by half. Agents now solve more problems on the first call and give members a better experience.

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The Niello Company - Automotive - Large

Foureyes Unified Data Platform helped The Niello Company save $275 per vehicle sold. Niello struggled to measure vendor performance and... ROI across their nine rooftops. The platform gave them clear, unbiased business intelligence and improved lead attribution. Niello now reallocates ad spend more effectively and reviews data with GMs and vendors. This solution made their sales and marketing decisions more objective and data-driven.

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Marangoni - Automotive

Klozers delivered a bespoke sales training program for Marangoni, a global leader in retreading systems and tyre services. Marangoni needed to... shift from transactional sales to a consultative approach focused on sustainability. Klozers designed training on sustainability, circular economy, and consultative selling for Marangoni’s partner network. The program included multilingual materials and collaboration with Marangoni’s marketing team. Partners responded positively and signed up in large numbers for the workshops.

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CDK Global - Automotive - Very Large

Enablix helped CDK Global build a customer engagement hub for automotive dealers. CDK saw 9,000 engaged customer users who now... return for product updates, event registrations, and training. Webinar attendance increased by 30–40% as more customers registered through the portal. Customer satisfaction improved, with survey scores highlighting better communication and the resource center as a key differentiator. CDK now delivers consistent messaging and empowers customers to self-serve.

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An automotive company - Automotive

Showcase Workshop helps an automotive company improve customer experience across its network. The platform supports a more tech savvy brand... image nationwide. It plays a key role in connecting dealerships. The solution focuses on digital sales presentations and unified buyer experiences. The company values Showcase for modernizing its sales approach.

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Four Seasons RV - Automotive

Covideo helps Four Seasons RV reengage inactive customers and request feedback. The sales team uses video to add a personal... touch and improve customer service. Covideo's analytics show who watches each video and when, helping sales follow up at the right time. Ian Knell, a sales consultant, says Covideo is fantastic and has helped close several deals. The dealership values Covideo's features and plans to keep using it.

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Maverick Audiences - Automotive

Madhive's Maverick AI Audiences helped an automotive brand double dealership visits. Standard targeting failed to find in-market car shoppers. Madhive... used AI to analyze behavior, mobility, and brand affinity for precise targeting. The campaign saw a 112% increase in dealership visits and a 97% rise in sales conversions at one location. AI-driven audience segments outperformed benchmarks and drove real-world results.

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Driving ROI and results: Understanding the Impact of Sales Enablement in Medical Devices

 

Thermo Fisher Scientific - Medical Devices - Very Large

Waltham, USA
Virtual product demonstration for sales Lead qualification and conversion tracking Sales enablement Customer engagement

Kaon Interactive built a 3D product tour application for Thermo Fisher Scientific’s Invitrogen Attune NxT Flow Cytometer. The tool enabled... offline, interactive demos, solving challenges with physical product demonstrations and unreliable internet. After launch, Thermo Fisher saw a 50% higher close rate for leads engaging with the 3D tours versus standard collateral. The application was deployed globally, embedded on product pages, and used at trade shows. It reduced demo costs and improved lead quality for the sales team.

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BD Bard - Medical Devices - Very Large

Franklin Lakes, USA
Sales asset usage tracking Sales enablement

SoloFire helped BD Bard track how sales reps share files with customers. The platform gives instant notifications when customers view... shared files. This lets reps follow up quickly while interest is high. Marketing now gets real analytics on which sales assets work best. BD Bard uses SoloFire to improve sales enablement and asset tracking.

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Corilus - Medical Devices - Medium

Showpad helped Corilus improve customer satisfaction by streamlining content management and sales processes. Before Showpad, Corilus struggled with outdated documents... and inefficient information sharing. With Showpad, marketing keeps documents current and sales teams always have the right information. Corilus uses Showpad Collections to organize and share digital contracts and documents with customers and prospects. The sales team now tracks how customers interact with shared content, leading to stronger relationships and better customer experiences.

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Corilus - Medical Devices - Medium

Showpad helped Corilus improve customer satisfaction by streamlining content management and sales processes. Before Showpad, Corilus struggled with outdated documents... and inefficient information sharing. With Showpad, marketing keeps documents current and sales teams always have the right information. Corilus uses Showpad Collections to organize and share digital contracts and documents with customers and prospects. The sales team now tracks how customers interact with shared content, leading to stronger relationships and better customer experiences.

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3D Systems - Medical Devices - Large

Enhatch's preoperative planning software helped 3D Systems launch over 650 patient-specific cutting guides for total ankle replacement. The portal enabled... seamless collaboration, custom workflows, and role-based access for surgeons, engineers, and reps. AI-driven features improved efficiency, data transfer, and case tracking. The solution streamlined logistics, approvals, and communication, supporting faster surgeries and better outcomes.

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Teprel - Medical Devices - Medium

Showell helped Teprel centralize sales content and improve team collaboration. Teprel now shares up-to-date proposals, catalogs, and presentations with clients... and partners. Sales reps use Showell to access the right materials instantly in meetings. Analytics from Showell guide follow-ups and messaging. Teprel reports faster decisions and better communication across teams and suppliers.

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The Latest Sales Enablement Deployments delivering value in Human Resources

 

Leading HR Platform - Human Resources - Medium

Recruiting communication standardization Onboarding process acceleration Recruitment automation Employee onboarding

TextExpander helped a leading HR platform save over 44,000 hours each year. The 70-person recruiting team standardized candidate communication using... shared templates. Recruiters now send consistent, personal messages across Gmail, ATS, and other tools. 85% of the team actively uses TextExpander, expanding 3.8 million snippets annually. New hires access all templates from day one, improving speed and quality.

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Eine Agentur - Human Resources - Small

Digital applicant interview management Applicant data synchronization with CRM Recruitment automation Interview process management

Idiligo digitalized the agency's applicant interviews. Before, all interviews were in-person and required manual data entry. Now, interviews happen online,... and data syncs directly with the applicant CRM. The process saves a lot of time and reduces errors. The agency can recruit nationwide and keep interview quality high.

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ADP - Human Resources

Mediafly helped ADP use value selling to show clients the benefits of integrated HCM services. ADP needed a tool to... tell a consistent value story and reduce stalled deals. Mediafly built a solution that combined content and data for sales reps. With this tool, ADP cut stalled deals by 50%. Leads from the new tools are higher value and more likely to close. ADP can now track sales data better and help clients understand complex regulations.

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ADP - Human Resources

Mediafly helped ADP use value selling to show clients the benefits of integrated HCM services. ADP needed a tool to... tell a consistent value story and reduce stalled deals. Mediafly built a solution that combined content and data for sales reps. With this tool, ADP cut stalled deals by 50%. Leads from the new tools are higher value and more likely to close. ADP can now track sales data better and help clients understand complex regulations.

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HR180 - Human Resources - Small

Homerun helps HR180 deliver flexible, people-first HR solutions. HR180 chose Homerun for its easy setup and strong alignment with their... values. The partnership has lasted over 10 years, with Homerun adapting to HR180's feedback. HR180 values Homerun's responsiveness and simple configuration. Both companies focus on building better workplaces through shared culture and collaboration.

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ADP - Human Resources

Mediafly helped ADP use value selling to show clients the benefits of integrated HCM services. ADP needed a tool to... tell a consistent value story and reduce stalled deals. Mediafly built a solution that combined content and data for sales reps. With this tool, ADP cut stalled deals by 50%. Leads from the new tools are higher value and more likely to close. ADP can now track sales data better and help clients understand complex regulations.

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Recent adoption and success with Sales Enablement software in Information Technology And Services

LeadIQ - Information Technology And Services - Medium

USA
Marketing content creation automation Team collaboration on digital assets Content marketing Collaboration

LeadIQ used Zight to boost marketing output and efficiency. The marketing team doubled its weekly activities with Zight's content creation... tools. This led to a 10x increase in revenue in one year. Zight made it easy to create, edit, and share screenshots, GIFs, and videos. Team members reused content and saved time. Cloud storage kept files secure and accessible for collaboration.

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UKG (PeopleDoc) - Information Technology And Services - Very Large

Lowell, USA
ROI calculation automation for sales Sales proposal management Sales enablement Sales process automation

ValueCore helped PeopleDoc, now part of UKG, automate ROI calculations for sales teams. Before ValueCore, only 20% of deals received... value engineering support. With ValueCore, nearly 100% of deals now benefit from value-based selling tools. The solution integrates with Salesforce, letting sales teams create custom proposals and manage the sales cycle more efficiently. Small and medium-sized deals now access value engineering content, improving sales reach and consistency.

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Bigtincan - Information Technology And Services - Medium

Waltham, USA
Sales value demonstration for SaaS Sales enablement

Bigtincan used ROI Shop to solve key sales challenges. Their team struggled with low win rates and too many deals... ending in no decision. ROI Shop built a custom calculator to show the value of Bigtincan’s offering. They trained sales reps and updated the tool based on feedback. As a result, win rates improved and discounting decreased. Seller confidence also grew.

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Gainsight - Information Technology And Services - Large

Demostack helped Gainsight increase their win rate by 25% with custom product demos. Before Demostack, demo preparation took 48 hours... and slowed sales cycles. Now, Gainsight can deliver tailored demos in just one hour. Sales teams cut 3 out of 5 demo calls by showing prospects their use case early. Demostack also made it easy to demo multiple products together, improving efficiency and sales outcomes.

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TTEC - Information Technology And Services - Very Large

People. ai helped TTEC fix its sales process. TTEC had problems with deal qualification and data integrity. People.ai gave TTEC...a single place for opportunity scorecards and automated admin tasks. Sales reps now spend more time with customers. Sales coaching uses real data. TTEC improved rep productivity and deal quality.

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Google Cloud - Information Technology And Services - Very Large

Ecosystems helped Google Cloud show value to their customers. Google Cloud wanted to make business cases more clear and easy... to share. They used the Ecosystems value management platform. The platform has over 5,000 value drivers and uses research from IDC. Google Cloud found the platform made business cases transparent and collaborative.

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Recent adoption and success with Sales Enablement software in Hospitality

Accor - Hospitality - Very Large

Issy-les-Moulineaux, France
Digital acquisition strategy optimization Localized content management at scale Search engine optimization Content management

Yext helped Accor boost its digital presence. Accor saw a 30% increase in Listings impressions and 38% year-over-year growth in... website clicks. The company doubled its destination page conversion rate and increased unbranded search traffic to 56%. Accor created 100,000 landing pages in 18 languages, driving a 109% rise in Google impressions and a 103% increase in click-through rates. Real-time hotel status updates and reduced paid search reliance improved efficiency.

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British Airways Holidays - Hospitality - Large

London, UK
NPS driver analysis from reviews Proactive complaint prevention Customer feedback analytics Customer experience management

SentiSum helped British Airways Holidays analyze over 100,000 customer reviews in minutes. The team used AI topic tagging to quickly... find what drives NPS and customer sentiment. Before SentiSum, they spent hours manually labeling a small sample of reviews. Now, they track all feedback and spot issues fast. This lets them act quickly to prevent complaints and improve customer experience.

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One of the largest hotel companies in the world - Hospitality - Very Large

Distributed marketing for hotel locations Personalized marketing Marketing asset management

Fision’s distributed marketing platform helped a global hotel company support over 4,600 locations with local marketing materials. Regional sales reps... accessed approved assets and customized templates for their properties. The platform enabled both print and digital distribution, matching local channel preferences. Real-time analytics gave central and local teams insight into campaign effectiveness. The company saw increased hotel occupancy rates and improved guest personalization.

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Large hospitality technology platform - Hospitality - Large

Automating hotel reservation changes Customer service automation

Agentforce Voice helped a large hospitality tech platform cut call hang-ups from 14% to 4–7%. The company automated hotel cancellations... and reservation changes, letting customers use self-service or escalate to agents. 40% of booking modification calls are now deflected from agents. Agents prefer Agentforce summaries for their accuracy and personalization. The company is expanding AI use to more service areas.

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Iconic - Hospitality - Large

Zoomifier helped Iconic, a luxury hospitality brand, address low margins and stagnant MICE sales. Iconic invested in upgrading their properties... but saw no increase in operating margins. Consultants found that MICE sales win rates were low and heavy discounting was common. One property using a different approach doubled its win rate and rarely discounted. This case highlights the impact of sales enablement and engagement tools in the hospitality industry.

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Recent adoption and success with Sales Enablement software in Computer Software

CaptivateIQ - Computer Software - Medium

Navattic helped CaptivateIQ increase demo engagement by 30%. CaptivateIQ used Navattic's interactive demo platform to let prospects try their product... before a sales call. This made it easier for buyers to understand the product. The sales team saw more qualified leads and faster sales cycles. Navattic's solution improved the buying experience and sales results.

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Auvik - Computer Software - Medium

Recapped helped Auvik simplify their complex sales process. Auvik faced challenges with onboarding new sales reps, managing large sales decks,... and organizing deal information. With Recapped, they consolidated playbooks, onboarded new SDRs faster, and reduced sales materials from 85 slides to a streamlined workspace. The platform improved sales team efficiency and made the process easier for both sellers and buyers.

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Bazaarvoice (formerly Curalate) - Computer Software - Medium

Amplemarket helped Bazaarvoice (formerly Curalate) target new markets and add $1. 5M to their sales pipeline. The sales team scheduled...over 200 calls in one year using Amplemarket's sales engagement platform. They had more than 3,500 conversations with leads. Amplemarket's AI-driven lead generation and multichannel engagement tools powered these results. Bazaarvoice used Amplemarket to reach untapped markets and boost sales productivity.

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Dayforce - Computer Software - Large

Ava by Vivun helped Dayforce automate pre-sales workflows and unify deal data. The team integrated Salesforce, Gong, Power BI, and... Snowflake for a single view of opportunities. Ava reduced manual research and documentation, letting advisors focus on strategy. Dayforce scaled solution advisory coverage without adding headcount. Leadership saw faster adoption and improved sales productivity with AI-powered automation.

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The Sales Enablement Blueprint for Better Selection Decisions in Telecommunications

 

Voxox - Telecommunications - Small

San Diego, USA
User onboarding optimization Product update communication Customer engagement User onboarding

Voxox used Chameleon to improve user onboarding for its CloudPhone product. Before Chameleon, only a small number of new sign-ups... became active users. The team added product walkthroughs to highlight key features. This change led to a 20% increase in user activation and cut churn by over 50%. Voxox saved about $50,000 by not building onboarding in-house. Chameleon also helped Voxox introduce new products and updates to clients.

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Vast Networks - Telecommunications - Medium

Fresno, USA
Sales funnel reporting automation Sales team engagement tracking Sales performance management CRM adoption

Veloxy helped Vast Networks grow sales by 400% in just two months. The company faced low Salesforce adoption and poor... sales funnel reporting after expanding into commercial markets. By integrating Veloxy with Salesforce, Vast Networks increased funnel size by 300% and revenue by 200% in the first month. In the second month, sales grew by 400% and deals sold rose to 11. Sales team engagement and reporting accuracy improved significantly.

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Vast Networks - Telecommunications - Medium

Fresno, USA
Sales funnel reporting automation Sales team engagement tracking Sales performance management CRM adoption

Veloxy helped Vast Networks grow sales by 400% in just two months. The company faced low Salesforce adoption and poor... sales funnel reporting after expanding into commercial markets. By integrating Veloxy with Salesforce, Vast Networks increased funnel size by 300% and revenue by 200% in the first month. In the second month, sales grew by 400% and deals sold rose to 11. Sales team engagement and reporting accuracy improved significantly.

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BT - Telecommunications - Very Large

Mvine delivered a secure HR portal and mobile app for BT in just 12 weeks. The solution integrated with SharePoint... 2013 and BT’s backend systems, including Oracle HR and PeopleSoft. Mvine provided consultancy, rapid prototyping, and a flexible demonstrator to improve employee engagement and streamline HR services. The project met tight deadlines and budget, helping BT shape its HR roadmap and enhance user experience. BT valued Mvine’s expertise, agility, and ability to deliver a disruptive, user-centric HR platform.

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The Sales Enablement Blueprint for Better Selection Decisions in Manufacturing

 

WhiteWater West - Manufacturing - Medium

Richmond, Canada
Sales content management for global teams Marketing content distribution control Sales enablement Content management

Scaura helped WhiteWater West organize and control over 4,000 marketing and sales files for its global sales team. The company needed... a way to keep content up to date and easy to find for sales visits and client follow-ups. With Scaura, all marketing and sales content is now in one place, tagged for fast searching. Sales teams can access the latest materials instantly, boosting confidence and professionalism. Marketing gained more control over brand consistency and content distribution.

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Hyundai Construction Equipment - Manufacturing - Large

BAM! Mobile App helped Hyundai Construction Equipment double engagement and new user rates compared to their dealer portal. The app... made dealer onboarding faster, adding one new dealer each month. Hyundai saw a 3.5x increase in engagement and a 19.5x ROI. Sales ramp-up time dropped by 50%. The app is now a key part of sales and product training.

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A large US-based wholesale equipment manufacturer - Manufacturing - Large

Mindmatrix helped a large US-based wholesale equipment manufacturer save $150,000. The company managed over 1,500 personalized retailer landing pages for... its loyalty program. Mindmatrix provided a solution to streamline and support these pages. This reduced costs and improved efficiency for the manufacturer.

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3M - Manufacturing

LeveragePoint helped 3M transform a basic ROI spreadsheet into interactive Value Stories for sales. 3M wanted a better way to... show cost savings and value to customers. The new tool made value communication easier and more visual. This helped 3M boost their win rates in competitive sales. The solution replaced a homegrown calculator with a customizable, compelling platform.

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The Latest Sales Enablement Deployments delivering value in Pharmaceuticals

Vaccitech - Pharmaceuticals

Vaccitech, a spin-out from the University of Oxford, needed a secure way to share sensitive information with investors for their Series A fundraising. They chose SmartRoom's... Virtual Data Room to host due diligence. SmartRoom quickly transferred Vaccitech's data from the cloud and customized the room for security and branding. This included restricting document access and adding watermarks. The platform allowed Vaccitech to track investor activity, aiding in negotiations. As a result, Vaccitech secured £20m in Series A funding.

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Fujirebio - Pharmaceuticals - Large

Pitcher replaced Showpad for Fujirebio, a global biotech leader, to improve mobile sales enablement and content management. The solution integrated... deeply with Salesforce CRM and Microsoft Sharepoint 365, streamlining content access for field sales and marketing teams. Pitcher enabled fast onboarding, high adoption, and centralized control, eliminating content duplication. The platform rolled out in 10 countries, giving teams instant access to technical and clinical resources. Fujirebio saw improved field performance and more effective customer engagement.

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Pfizer - Pharmaceuticals - Very Large

Valkre helped Pfizer unify its key account management process across five business units. Before Valkre, teams used inconsistent tools like... CRM, Excel, and SharePoint. The new platform improved KAM team satisfaction and increased adoption. Pfizer now collects more granular data on key account activities. The solution supports efficiency, effectiveness, and a "One Pfizer" approach to strategic account management.

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Feldan Therapeutics - Pharmaceuticals - Small

Firmex Virtual Data Room helped Feldan Therapeutics raise over $23 million for clinical trials. Feldan used Firmex to securely share... sensitive documents with investors and partners. The platform's permission controls and reporting features made due diligence easier. Feldan kept their data room ready for new fundraising and board communications. Firmex improved security, investor experience, and document management for Feldan.

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The Latest Sales Enablement Deployments delivering value in Real Estate

 

Colliers - Real Estate - Very Large

Sydney, Australia
Deal management for agribusiness transactions Buyer engagement insights for transaction preparation Deal management Data governance

Ansarada helps Colliers manage complex agribusiness transactions across Australia. Colliers relies on Ansarada for 24/7 support, secure data governance, and... a user-friendly platform. The team uses buyer engagement insights to prepare for deals and meet client needs. Ansarada has been Colliers' trusted platform for seven years, supporting hundreds of transactions. This partnership ensures security, transparency, and efficiency in every deal.

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California Coast Escrow - Real Estate - Small

San Diego, USA
Relationship management automation Personalized email campaign management Customer relationship management Email marketing

Cloze CRM helped California Coast Escrow grow its business by automating relationship management. Spencer Tuckett used Cloze to track emails,... calls, meetings, and tasks, ensuring no client or agent slipped through the cracks. The platform's AI-driven agenda prioritized daily follow-ups and streamlined contact updates. Cloze's Mail Merge enabled personalized email campaigns at scale. This technology allowed Spencer to build deeper, more authentic relationships and drive business growth.

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Goodlord - Real Estate - Small

London, UK
Contract workflow automation Salesforce-integrated contract management Contract management Sales automation

GetAccept helped Goodlord cut contract templates by 97%, from about 30 to just 3. The company reduced admin time by... 89% and lowered contract errors from up to 20% per month to just 2–3. Goodlord uses GetAccept’s Salesforce integration for contract generation, tracking, and e-signing. The tool requires little maintenance and is easy for reps to use. This streamlined contract workflow supports Goodlord’s growth and digital transformation.

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The Sales Enablement Blueprint for Better Selection Decisions in Management Consulting

 

Afiniti - Management Consulting - Small

London, UK
Account development structure Relationship mapping for client growth Account management Sales process optimization

Afiniti used SalesMethods' Plan2Prosper and OrgChartPlus to improve account development. The tools gave their team a clear structure for managing... opportunities and growing client relationships. Afiniti built collaborative org charts and living account plans, helping consultants track actions and build trust. The solution enabled Afiniti to expand one client from a single project to over 10 live projects. Team visibility and measurable outcomes were key benefits.

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Viseo - Management Consulting - Medium

Paris, France
Accounts receivable management Dispute resolution and collaboration Receivables management Collaboration enablement

Sidetrade Augmented Cash helped Viseo cut their DSO by 5 days in under five months. Receivables owing by over 90... days dropped in record time. Teams now share information easily and settle disputes faster. About 30 staff use Sidetrade, with plans to expand. Viseo saw quick results, strong ROI, and improved collaboration across departments.

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Mende Consulting GmbH (verkauf.com) - Management Consulting - Small

bao helped Mende Consulting GmbH (verkauf. com) improve sales process efficiency by 25%. The platform reduced onboarding time by 30%...and increased show rate by 15%. Mende used bao to standardize workflows and qualify leads faster. Real-time analytics enabled ongoing sales process optimization and better onboarding for new staff.

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Driving ROI and results: Understanding the Impact of Sales Enablement in Professional Training And Coaching

PDAGroup - Professional Training & Coaching - Small

Innsbruck, Austria
Sales process management and enablement Sales process management Sales enablement

PDAGroup switched from Hubspot CRM to Membrain to improve their sales process. Membrain made it easy for the team to... find and use sales data. The transition was fast and simple, with strong support from Membrain. Collaboration improved, and salespeople could work on any deal at any time. The sales process became more transparent and efficient. PDAGroup now offers these benefits to their own clients.

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UK Flour Millers - Professional Training & Coaching - Small

London, UK
Online exam management automation Secure remote proctoring for certification Exam management Remote workforce enablement

UK Flour Millers used Synap to move from paper-based exams to secure online assessments. The old system was slow, manual,... and error-prone, with staff handling physical papers and data entry. Synap automated grading, feedback, and exam delivery, cutting admin work and errors. The platform's proctoring tool, Synoptic, ensured secure, fair exams worldwide. Integration with FileMaker automated result uploads. Staff and students found the system easy and accessible, improving the exam experience for remote learners.

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Center for Creative Leadership - Professional Training & Coaching - Large

Highspot helped the Center for Creative Leadership save 3. 9 hours per sales rep each week. The platform delivered a...4x return on investment and cut additional trainings by 25%. CCL unified sales content, improved version control, and reduced email overload. Sales reps quickly adopted Highspot for sales enablement and content management. Analytics and integration with Dynamics 365 boosted sales effectiveness and knowledge management.

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Sales Enablement in Action in Food And Beverages

Lion Australia - Food & Beverages - Large

Bigtincan helped Lion Australia boost learning content adoption to 95%. Sales teams improved performance by 24% after completing learning activities.... The platform unified marketing and learning content, making it easy for sales teams to access up-to-date materials anywhere. Lion Australia replaced disconnected tools with Bigtincan, bringing coaching, analytics, training, and automation together. Teams now have real-time access to the latest product information during customer meetings.

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Hartwall - Food & Beverages

Salesframe helped Hartwall unify sales materials for field sales and B2B marketing teams. Before, materials were scattered and messaging was... inconsistent. With Salesframe, all teams now access up-to-date content from one platform. Marketing controls updates and sellers present a consistent story. Results include faster content updates, more structured sales visits, and better customer experiences. Salesframe is now essential for Hartwall’s daily sales work.

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Sales Enablement in Action in Other Industries

 

- Small

Business card data capture for CRM Contact management

Business Card Reader helped a user recover from losing all business contacts after a robbery. The user found the app... to quickly save business card data into their CRM system. At the next conference, all new contacts were safely stored. The app became essential for every event. It turned a setback into business growth.

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Evalueserve - Custom Research & Analytics Services

ExpensePath helped Evalueserve replace a manual expense reporting process. The company needed a fast, easy solution for global employees. ExpensePath... was set up in a few hours. Employees now follow rules better and find the system easy to use. Finance processes expenses faster and has better visibility into spending. The automation highlights missing receipts and policy issues, saving time and improving compliance.

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Recent adoption and success with Sales Enablement software in Marketing And Advertising

 

Write Arm - Marketing And Advertising - Small

London, UK
Lead generation for agency growth Lead generation Sales prospecting

Sopro helped Write Arm, a content agency, generate over 1,500 leads. The agency scaled its business without hiring a sales... team. Sopro’s multi-channel outreach connected Write Arm with senior marketing and content professionals. The cost per lead was £42, with a 4.3% lead rate. Write Arm gained a steady flow of new business and consistent growth.

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LinkedIn 15X - Marketing And Advertising

Linked Helper helped LinkedIn 15X automate LinkedIn outreach. Manual outreach took up to 40 hours a week and limited client... growth. With Linked Helper, they built automated campaigns, sent personalized messages, and found prospect emails. Clients now see $100,000 to $200,000 in annual revenue. One client made $118,000 in 45 days. Time spent on outreach dropped by over 90%. Qualified leads increased 2 to 3 times.

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The Latest Sales Enablement Deployments delivering value in Transportationtruckingrailroad

 

PODS - Transportation/Trucking/Railroad - Large

Clearwater, USA
Post-purchase customer engagement Customer retention for moving services Customer engagement Customer retention

PFL Direct Mail helped PODS lower order cancellations by 1. 73%. PODS faced high cancellation rates, reaching 30%. The team...sent a personalized printed moving guide to customers' homes. This guide replaced a digital version that was often ignored. The campaign delivered a 12.3X net ROI. PODS now sees direct mail as key for post-purchase education and customer retention.

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daa - Transportation - Large

Dublin, Ireland
Customer service unification for airports Customer engagement

daa used 3CLogic’s AI Contact Center with ServiceNow to unify customer service at Dublin and Cork airports. Agents now access... all customer data in one place, speeding up resolution times. The new system cut manual work and improved first-call resolution. Customers get proactive updates and faster help. Centralized dashboards give leaders real-time insights. The airport team can update IVRs instantly, making service more agile.

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The Latest Sales Enablement Deployments delivering value in Hospital And Health Care

Fortune 500 healthcare company - Hospital & Health Care

Triptych helped a Fortune 500 healthcare company automate content customization for its growing sales network. The company faced challenges as... its creative teams became overwhelmed by requests from nearly 600 agents. Triptych delivered a SaaS platform with a nimble framework, centralized content, and automated compliance. The solution saved the company over 16,000 hours each year and more than $500,000 in annual marketing spend. Sales support was maintained without sacrificing quality or ROI.

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Mater Private Network - Hospital & Health Care - Large

Progress Sitefinity helped Mater Private Network build a scalable, mobile-first website for 12 locations. The new platform improved content management... and navigation. Mater Private saw a 24% increase in website referrals in one year. The site now supports over 1,000 pages and gets 550,000+ unique visitors annually. A small marketing team manages content efficiently. Enhanced SEO and security improved patient engagement.

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The Latest Sales Enablement Deployments delivering value in Events Services

 

MTP Group - Events Services - Large

Poznań, Poland
Real estate tender management Centralized investor communication Deal management Document collaboration

FORDATA Virtual Data Room helped MTP Group manage a complex real estate tender. The system enabled secure, 24/7 online access... to documents for investors worldwide. MTP Group used the platform to control document sharing and centralize communication. The process was faster and safer, with full transparency for all parties. The built-in Q&A module improved collaboration and streamlined the tender.

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Snapticket - Events Services

Oxynade's eTaaS technology helped Snapticket enter the German event ticketing market. Snapticket targeted small event organizers frustrated by high fees... and outdated ticketing methods. The solution offered simple, affordable ticketing with custom branding, letting organizers use their own brand at every step. Organizers saw marketing consent rates rise from 5% to 60% or higher, with one event reaching 90%. Snapticket also enabled accurate sales attribution and easier partner commission tracking.

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Driving ROI and results: Understanding the Impact of Sales Enablement in Non Profit Organization Management

YMCA-YWCA Winnipeg - Non Profit Organization Management - Medium

Winnipeg, Canada
Expense management automation Expense management

ExpensePoint helped YMCA-YWCA Winnipeg improve expense management. The non-profit needed a better way to track and control spending. ExpensePoint provided... a solution that made expense reporting easier. The organization saw smoother processes and better oversight. This helped them manage costs more effectively.

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Recent adoption and success with Sales Enablement software in Insurance

 

SBI Life Insurance - Insurance - Very Large

Mumbai, India
Advisor engagement and activity tracking Advisor recruitment and activation management Sales team productivity Advisor management

Vymo helped SBI Life Insurance boost advisor engagement and streamline sales operations. Daily active usage of the Vymo app hit... 77%. Advisor recruitment increased by 40% in just 8 weeks. Advisor activation rose by 32%. 93% of planned activities were scheduled and updated on the same day. SBI Life improved productivity and sales management with Vymo's automation and tracking features.

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Driving ROI and results: Understanding the Impact of Sales Enablement in Education

 

REVA University - Education - Medium

Bangalore, India
Student lifecycle management automation Student onboarding process digitization Student lifecycle management Admissions management

Salesforce Education Cloud helped REVA University digitize the entire student lifecycle. The university automated student onboarding, saving 30-40% effort and... cutting admissions time by 50%. Over 16,000 students and 1,500 teachers now access personalized portals for information and services. Faculty reduced attendance reporting effort by 50%. Real-time dashboards speed up decision-making and improve student outcomes. REVA University won an award for digital resilience thanks to this transformation.

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Sales Enablement in Action in Government Administration

BusinessNZ Council - Government Administration - Large

Zoho Backstage helped BusinessNZ Council move their election conference online during COVID-19. The team needed an easy event management tool... with ticketing and website features for non-technical users. Zoho Backstage let them quickly update tickets, process refunds, and customize their event site. They livestreamed sessions and managed ticket sales easily. The council praised the platform's user-friendly interface and real-time agenda editing.

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Sales Enablement in Action in Accounting

 

Hipp Accounting - Accounting - Small

New Zealand
Advisory service delivery enhancement Client advisory services

Aider’s AI platform helped Hipp Accounting serve more clients and improve advisory services. The firm used Aider to quickly spot... discrepancies, saving time and boosting efficiency. Matthias Hipp says AI lets them focus on helping clients grow, not just compliance. Advisory work expanded, and the team grew to support more clients. Aider’s tools made scaling the business easier and more effective.

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The Sales Enablement Blueprint for Better Selection Decisions in Retail

Franchise Group - Retail

SecureDocs Virtual Data Room helped Franchise Group manage confidential documents for M&A and financing. The team needed a secure, easy-to-use,... and cost-effective platform. SecureDocs let them organize and share documents for big deals, including $1.3 billion in debt financing and a $252 million divestiture. The platform also supported a $112 million equity offering and a $31.3 million preferred stock offering. Franchise Group now considers adding another SecureDocs room for internal audits.

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The Latest Sales Enablement Deployments delivering value in Media Production

Global market research firm - Media Production - Large

Infogain implemented a customized Salesforce Chatbot for a global market research firm. The chatbot, integrated into the client's mobile app,... reduced average handling times by 90%. Customers now get instant self-service for equipment orders and support queries. The solution automated over 10,400 contact reports and fulfilled 2,000+ orders. The chatbot improved customer satisfaction, operational efficiency, and provided 24/7 bilingual support.

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Driving ROI and results: Understanding the Impact of Sales Enablement in Banking

JP Morgan - Banking

EthosData virtual data room helped JP Morgan manage deal information securely. The platform made it easy to organize access for... all parties. JP Morgan praised the strong service and responsive support team. The solution improved the transaction process for the bank.

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The Sales Enablement Blueprint for Better Selection Decisions in Wholesale

Carl Ras - Wholesale - Medium

Prezentor helped Carl Ras digitalize their sales process. Before, orders were manual and slow, causing errors and delays. With Prezentor... Engage and the Prezentor App, sellers now use digital catalogues and place orders on iPads during meetings. This made order handling faster and more accurate. Carl Ras saw a 120% increase in closed deals after using Prezentor. Customer experience improved with instant order confirmations and better answers to questions.

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Sales Enablement in Action in Design

Jacqueline Williams / Universally Designed - Design

Uvaro and Digital Nova Scotia partnered in 2023 to launch the Tech Sales Plus program. Jacqueline Williams, founder of Universally... Designed, joined the program to gain modern sales and career skills. The training helped her align her passion for accessible architecture with new business growth. The program supported 100 participants in Atlantic Canada, helping them advance their careers. Jacqueline's story shows how targeted training and community support can drive real change in the tech and design sectors.

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The Sales Enablement Blueprint for Better Selection Decisions in Construction

major building products manufacturer - Construction

Zilliant Price IQ helped a major building products manufacturer improve pricing. The company used Price IQ to make pricing more... scientific. As a result, they lifted margin by 2.3%. This shows the impact of pricing optimization in the construction industry. The case highlights measurable gains from using pricing software.

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The Latest Sales Enablement Deployments delivering value in Consumer Goods

LUNA Sandals - Consumer Goods

Zoovu helped LUNA Sandals launch a conversational assistant in just 7 days. The tool made it easier for shoppers to... find the right sandals and reduced the need for staff to answer questions by phone. 40% of users who interacted with the assistant made a purchase. The solution also lowered customer service costs and improved the shopping experience. LUNA Sandals saw more sales and happier customers.

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Driving ROI and results: Understanding the Impact of Sales Enablement in Consumer Services

BNamericas - Consumer Services - Medium

Dialpad Connect helped BNamericas improve communication for over 150 employees and 700 clients across Latin America. The company needed a... multilingual VoIP platform that integrated with Salesforce, Outreach, and Clari. Dialpad delivered seamless onboarding, strong call quality, and easy integration with sales tools. BNamericas now tracks call metrics and KPIs, gaining insights they lacked before. Virtual phone numbers for multiple countries increased call pickup rates and efficiency.

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The Sales Enablement Blueprint for Better Selection Decisions in Sports

FC Bayern - Sports - Large

SAP Business Suite helped FC Bayern consolidate 52 systems and manage over 9. 5 million fan records. The club used...SAP S/4HANA, SAP Datasphere, and SAP SuccessFactors to streamline HR, finance, and fan engagement. SAP Customer Checkout processed 50,000 transactions per matchday at Allianz Arena. Over 1,000 employees now benefit from improved HR processes. FC Bayern delivers personalized fan experiences and drives business innovation with SAP solutions.

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Recent adoption and success with Sales Enablement software in Health Wellness And Fitness

Perfect Harmony Health - Health, Wellness And Fitness - Small

Corporate Visions helped Perfect Harmony Health simplify their complex neurologic music therapy message. The team created a clear, emotionally engaging... story for clients and donors. They rolled out new acquisition messaging across their website, marketing, and social media. A visually rich sales presentation and whiteboard increased engagement and collaboration. As a result, Perfect Harmony Health reached new clients and donors and became more effective communicators.

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The Sales Enablement Blueprint for Better Selection Decisions in Consumer Electronics

A leading global electronics brand - Consumer Electronics - Very Large

Bsharp helps a leading global electronics brand train and align retail teams across 1,600+ stores in India. The brand faced... challenges with fast product launches and scattered training. Bsharp streamlined training, communication, and reporting for over 3,500 users. The platform enabled faster rollout of product trainings and higher participation with gamified leaderboards. Teams now stay updated and ready to sell in every store.

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Driving ROI and results: Understanding the Impact of Sales Enablement in Restaurants

McDonald's - Restaurants

McDonald's faced challenges with brand consistency and outdated training methods. They adopted EchoInk to modernize operations and provide real-time, interactive... training. This led to $30 million in annual labor cost savings and reduced training time by 10 hours per new crew member. Training content was also translated into 12 languages, improving global accessibility.

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Driving ROI and results: Understanding the Impact of Sales Enablement in Computer And Network Security

 

A Global US-based Cybersecurity leader - Computer & Network Security - Large

USA
Lead generation for cybersecurity solutions Brand awareness building in new markets Lead generation Market expansion

Denave ran a targeted lead generation campaign for a major US cybersecurity company in Southeast Asia. The program used telemarketing,... email, and local content to reach IT decision-makers in manufacturing, healthcare, hospitality, and education. The campaign delivered over 400 marketing-qualified leads and set up 250+ demos. It built a $2M+ qualified sales pipeline and achieved a 60% MQL-to-SQL conversion rate. The client gained strong engagement in new markets and improved sales outcomes.

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Sales Enablement in Action in Internet

 

Instacart - Internet - Large

San Francisco, USA
Process orchestration for customer growth Business process management

Instacart grew 4X during the COVID-19 pandemic. The surge in new customers made their processes hard to manage. Instacart used... Tonkean for process orchestration. Tonkean helped them scale and improve efficiency. The system was flexible and fit their unique workflows. Instacart saw transformative results with Tonkean.

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