Case Studies for Professional Training & Coaching | Real Results & ROI 2025

Howspace helped Roffey Park Institute improve engagement and learning impact by providing a centralized learning platform. Before Howspace, Roffey Park used many tools, which made learning fragmented... and hard to manage. With Howspace, they now run all programs in one place, making it easier for participants and facilitators. The platform increased participant engagement, made collaboration more inclusive, and allowed Roffey Park to show clear learning results to clients. Facilitators save time, and the organization reduced costs by centralizing tools.
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Personify helped the American Academy of Neurology improve their operations. The solution focused on association management. The case highlights how Personify supports professional associations. Deta...ils about specific results or metrics are not provided in the content.
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Intuto helped NZSTA upgrade its professional learning platform. NZSTA needed a system that was easy to use, saved time, and improved course quality. Intuto migrated content, made admin simple, and in...tegrated with NZSTA’s AMS. Staff now spend less time on admin. Members enjoy better learning and easier access. NZSTA can now grow its offerings and track member progress more easily.
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LearnDash LMS Plugin helped Althris Agile and Project Management Training grow their business. David McCreery needed a flexible, customizable LMS for his technical courses. LearnDash allowed him to p...ersonalize learning for public sector clients and IT professionals. The LearnDash community and add-ons supported advanced features. In 2024, Althris increased course revenue by $100,000 with LearnDash.
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Path LMS helped the National Association of Enrolled Agents grow their non-dues revenue by 400% since 2019. NAEA expanded their online learning library to over 300 products and now hosts about 10 web...inars each month. Members can easily earn and report continuing education credits using the platform. Over 1,000 learners joined their virtual certificate programs in 2022. The new site design made it easier for members to find and access content.
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Thinkific helped Going with Grace train over 1,800 students in end-of-life care. Alua Arthur used her personal story to build a mission-driven business. She created the 'End of Life Training Program'... and grew her newsletter to 15,000 subscribers. The company generated $2.5 million in revenue. Thinkific enabled her to reach more people and support them through difficult times.
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Totara helped Deloitte UK launch a digital onboarding journey for their Major Programmes practitioners. Deloitte needed a scalable, engaging learning solution to train staff from diverse backgrounds.... Totara provided flexible content, automated learner interaction, and analytics for performance tracking. The onboarding included five online modules and a full-day workshop. Managers completed extra training to certify for sales. The solution improved onboarding and capability development for Deloitte's large team.
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Red Scout used UpsideLMS to improve its training delivery. The company needed a scalable, cost-effective eLearning platform that could integrate with its website. UpsideLMS provided APIs for catalog ...management, user creation, and automatic curriculum assignment. Red Scout now manages multiple customers and training programs from a central system. The solution helped Red Scout focus on its core business and sell training materials online.
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Academy Of Mine built a custom LMS for Public Safety Training & Development. The company needed to move safety training courses online but lacked technical skills. Academy Of Mine created a white-lab...eled platform and managed the LMS. Public Safety now offers 40+ classes online and clears six figures annually. The LMS supports state certification and college credit courses.
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Absorb LMS helped Upskills, a workplace training company in New Zealand, move to online learning during the pandemic. Upskills used Absorb Create, Enrollment Keys, and analytics to make learning more... engaging and easy to track. The company saved time with QR codes and digital forms for enrollment. Upskills improved reporting and aligned their LMS with goals for sustainability and long-term learning. Learners gained confidence and leadership skills through digital equity and accessible training.
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BizLMS and BizLibrary content helped Challenge Unlimited deliver consistent training to a dispersed workforce. The company needed to improve compliance and leadership training across many locations. ...With BizLMS, every employee received the same training, no matter where they worked. The solution led to 35 launches of content per month per learner. The platform also supported onboarding, risk and compliance, and leadership development.
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DigitalChalk’s LMS helped JKM Learning solve problems with course customization and progress tracking. JKM Learning used DigitalChalk to create custom training for global clients in sectors like soci...al services and healthcare. The platform let them monitor staff progress in real time and publish tailored courses quickly. JKM Learning improved training impact, made monitoring easier, and sped up course delivery for their clients.
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Eurekos LMS helped Salience Learning build blended learning programs for pharmaceutical professionals. The challenge was to improve decision-making skills with scalable, effective training. Salience ...Learning used Eurekos LMS to deliver capability academies with self-contained programs, social learning, and analytics. The results showed high academy completion rates, averaging 84% and up to 90.5% for some groups. 100% of some cohorts reported they would apply their learnings and felt confident in the material. Learners praised the approach for its immediate impact.
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Forma LMS helped training organizations like Skeptical Ltd move from classroom-only courses to online learning. The solution addressed skepticism about e-learning and enabled these organizations to o...ffer digital courses and even sell platforms. During the Covid-19 pandemic, demand for online courses grew rapidly. Forma LMS supported thousands of users and served 15-20 training institutions in Italy. The platform made work simpler and helped organizations stay competitive.
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JoomLMS helps BITSPEC deliver corporate and business training, as well as specialist certification. BITSPEC is an international accredited training organization. They use JoomLMS for its strong funct...ionality and stability on the Joomla platform. The system supports their eLearning community and knowledge sharing. The owner says JoomLMS meets worldwide criteria for learning management systems.
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Meridian LMS helped the Society of Actuaries solve issues with their old LMS, like limited features and no multi-language support. The new system integrated with Claro and Personify, making course de...livery and eCommerce easier. SOA now offers courses in several languages for 30,000 members. Course management is faster and more efficient. Members get a secure, easy way to buy and complete courses. The platform supports complex learning programs for actuarial certifications.
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Thought Industries helped Crucial Learning grow revenue by 220%. Crucial Learning needed a platform that could scale and reduce customer friction. The new platform enabled a 200% growth goal in onlin...e training revenue by August, four months ahead of schedule. Client setup time dropped by 80%. Transaction errors fell to less than 1%. Customers loved the new site, leading to an early full rollout.
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Easy LMS helps Pritchard Management Associates train Fortune 500 executives for the PMP exam. Before Easy LMS, training was done on paper and was not effective. With Easy LMS, trainees can retake pra...ctice tests and experience real exam conditions with time limits. The pricing is simple and affordable. The CEO recommends Easy LMS for its features and value.
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A global professional services firm wanted to improve how they onboard new employees. They worked with FocusU and used the Talent Onboarding Hub, a gamified onboarding solution. The new system made o...nboarding more interactive and engaging. Over 11,000 employees used the platform, with a 70% engagement rate and 27,000 completions. New hires felt more prepared and better integrated into the company.
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LifterLMS helped Slick Business launch the ActiveCampaign Academy. Kay Peacey used LifterLMS to create a membership site for ActiveCampaign training. She built 11 courses with about 10 lessons each i...n 9 months. The launch brought in over 100 members. LifterLMS made it easy to organize content and connect with members. Kay liked the flexibility and WordPress integration of LifterLMS.
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AccessAlly helped The Congruent Mystic simplify their coaching portal. Before AccessAlly, they used email for client communication, which was slow. With AccessAlly, all client interactions are in one... place. This change cut their VA workload and monthly fees by 50%. The platform made it easy to manage memberships, offer free and paid content, and use automation. The Congruent Mystic also praised AccessAlly’s customer support and plans to use bulk enrollment for corporate clients.
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Learning Pool Platform helped Bespoke Communications move from face-to-face to digital training during Covid-19. The platform enabled fast content creation, virtual event delivery, and easy tracking ...of learner engagement. 100% of clients would recommend Bespoke Communications. Clients gained promotions, won new business, and built strong teams. Digital learning opened new business opportunities for Bespoke Communications.
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Learning Pool Platform helped Bespoke Communications move from face-to-face to digital training during Covid-19. The platform enabled fast content creation, virtual event delivery, and easy tracking ...of learner engagement. 100% of clients would recommend Bespoke Communications. Clients gained promotions, won new business, and built strong teams. Digital learning opened new business opportunities for Bespoke Communications.
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Kit Pang started BostonSpeaks to help people overcome their fear of public speaking. He began by hosting local workshops and promoting them online. Kit struggled with using multiple tools to manage h...is business. He switched to Kajabi, an all-in-one platform, which simplified his operations. As a result, BostonSpeaks increased its revenue 10x in two years and became a six-figure business.
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Unanet helped Energy Solutions improve project, people, and financial management. Before Unanet, timesheets were late, invoicing took 30-40 days, and DSO averaged 160 days. With Unanet, timesheets ar...e now submitted on time, invoicing takes 5-10 days, and DSO dropped to 70 days. Real-time reporting and better resource planning increased efficiency. Executives now get timely, meaningful reports.
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Front helps Firewize manage support for fire protection systems. Before Front, Firewize struggled with email chaos and lost accountability. With Front, the team works together and tracks all customer... conversations in one place. They now fix 23% of support requests online, without sending workers into the field. This saves money and helps Firewize grow faster.
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Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers. Sara is considered an average value customer by traditional metrics, but ...her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.
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Dubsado helped Tracey Jazmin, a business strategist and coach, streamline her client management. She replaced manual processes with automated workflows. This saved her hours each week. She now books ...more clients and delivers a polished, branded experience. Dubsado let her raise her rates and keep clients loyal. She also enjoys more free time in her personal life.
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Precursive helped PowerPivotPro double their financial forecasting window to 2 months. The team now saves 30 hours each month by streamlining systems. All work is managed on the Salesforce platform. ...PowerPivotPro automated project costing and improved capacity planning. The company now has a real-time view of billable utilization and less admin time.
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Axelor's Low Code platform helped Ceméa with their digital transformation. Ceméa needed a scalable ERP to manage invoicing, training, and customer files across 25 associations in France. Axelor provi...ded a customizable, open-source solution that fit their needs. Ceméa trained 400 employees, with 350 using Axelor daily. The platform improved training follow-up and client management, and Ceméa plans to add more modules soon.
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monday CRM helped TIG Freight fix problems with their old CRM. The team had low adoption and went back to spreadsheets. With monday CRM, they finished setup in four weeks. Sales reps now use the mobi...le app for real-time reporting. TIG Freight saw a 27% increase in speed to market, a 40% reduction in onboarding time, and a 20% increase in outbound sales calls.
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Salesforce Sales Cloud helped Solar Mission Australia improve lead generation and sales. The company faced problems with lead data silos, mobile app limitations, and trouble assigning leads. Salesfor...ce Sales Cloud and implementation services provided a solution. The new system made it easier to manage leads and assign them to the right people. This helped Solar Mission Australia deliver better solar panel installation services and support their growth in renewable energy.
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Salesforce Sales Cloud helped Solar Mission Australia improve lead generation and sales. The company faced problems with lead data silos, mobile app limitations, and trouble assigning leads. Salesfor...ce Sales Cloud and implementation services provided a solution. The new system made it easier to manage leads and assign them to the right people. This helped Solar Mission Australia deliver better solar panel installation services and support their growth in renewable energy.
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Close CRM helped Melanie Power, a coaching company for women in bookkeeping and accounting, return to a simple and effective sales workflow. The team switched back to Close after struggling with HubS...pot's complexity and poor fit for their small, remote sales team. Close made it easy for sales reps to manage notes, customer changes, and opportunity stats in one place. The team now enjoys a clear, central hub for all sales and coaching activities. They are focused on automation and have seen a positive impact on workflow and team satisfaction.
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Zendesk and AssetSonar helped Eight Eleven Group support over 900 employees. The company replaced a shared inbox with Zendesk to manage internal requests. Automation features like macros and triggers... improved response times and efficiency. Customization allowed teams to create help articles and custom portals. Now, 95% of employee requests get a first response within one hour. AssetSonar integration made IT asset tracking faster and easier.
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Pipeline CRM Onboarding Services helped PremCom gain 100% sales pipeline visibility within weeks. PremCom struggled with previous CRM systems that did not fit their needs. Pipeline CRM implemented th...e new system in about 2 weeks. The solution provided easy access to customizable forecasting and sales activity insights. PremCom now has full visibility into their sales process and improved sales management.
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NMI Payments helped Integrity Turnkey Business Solutions upgrade its payment gateway. Integrity Turnkey needed a modern solution for small business clients as their old gateway lacked key features. N...MI provided a flexible gateway with white-label branding and strong launch support. The new system lets Integrity Turnkey offer complete, one-stop payments for small businesses. The partnership improved client satisfaction and enabled business growth.
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BuddyCRM helped the Institute of Directors (IoD) improve sales team performance. Before BuddyCRM, IoD tracked sales with Excel and had no clear pipeline or reporting. BuddyCRM gave them a simple, sal...es-focused tool. The team quickly learned to use it. Now, IoD has better sales pipeline visibility and consistent sales processes. Sales volume increased and pipeline size is the best it has been. BuddyCRM was set up in three weeks, including moving 5,000 records.
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Barantum Omnichannel Chat helped PT Jadi Mudah Nusantara speed up their service team by up to 80%. The company faced problems with manual invitation sending, which was often flagged as spam. Barantum...'s verified WhatsApp integration solved this, allowing mass sending with more trust. Features like customer labels and task division improved marketing and customer handling. Service quality and customer trust increased by 80-90% thanks to Barantum's secure system and strong after sales support.
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Zendesk and AssetSonar helped Eight Eleven Group support over 900 employees. The company replaced a shared inbox with Zendesk to manage internal requests. Automation features like macros and triggers... improved response times and efficiency. Customization allowed teams to create help articles and custom portals. Now, 95% of employee requests get a first response within one hour. AssetSonar integration made IT asset tracking faster and easier.
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Poll Everywhere helps McCourt Associates make virtual sales trainings more interactive. Bob Davis uses Poll Everywhere to add group activities and live polls to online seminars. He embeds questions i...n PowerPoint slides to boost engagement. The tool lets participants use their phones for polls, making sessions more fun. Bob uses competitions and leaderboards to keep people involved. Clients now use Poll Everywhere in their own work after seeing its impact.
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InEvent helps EAGE run virtual and hybrid events for geoscientists and engineers. EAGE needed a platform for presentations, debates, and networking. InEvent provided video solutions, registration, en...gagement, analytics, and marketing tools. The Virtual Lobby gave access to schedules, speakers, and chats. EAGE used the Email Creator for event marketing. This made their events more interactive and organized.
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Fonteva helped The Chartered Institute of Building Services Engineers (CIBSE) modernize its member management. CIBSE moved from manual, legacy systems to Fonteva’s CRM, automating processes for over ...20,000 members. Staff now update event pages easily and track member engagement with 20 metrics. Member engagement scoring supports GDPR compliance. Event planning is faster with online forms and event cloning. CIBSE saves time and improves the member experience.
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Bookwhen helped South West Dog Skills streamline their class and course booking process. Before, they managed bookings by email and chased payments. With Bookwhen, they automated admin tasks and enab...led online payments. They use custom booking forms, website integration, and reporting features. Their retention rate improved to about 72-75%. The system is easy to use and supports business growth.
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RingCentral helped Van Ausdall & Farrar save $20,000 a year on telecom costs. The company moved 150 employees across three offices to RingCentral in just 12 days. They replaced their old phone system... with a unified cloud platform for messaging, voice, video, SMS, and fax. Employees now work from anywhere and use new features like video calls and SMS. Integrations with Microsoft Teams and Salesforce improved workflows and efficiency.
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Fonteva helped The Chartered Institute of Building Services Engineers (CIBSE) modernize its member management. CIBSE moved from manual, legacy systems to Fonteva’s CRM, automating processes for over ...20,000 members. Staff now update event pages easily and track member engagement with 20 metrics. Member engagement scoring supports GDPR compliance. Event planning is faster with online forms and event cloning. CIBSE saves time and improves the member experience.
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Whova helped DEKRA North America run their annual Safety in Action Conference. DEKRA needed a reliable event app to fix agenda issues, boost sponsor visibility, and improve attendee networking. Whova...'s Agenda Center made session setup easy and kept information stable. Sponsor management tools gave sponsors more exposure. Attendees used the app to connect, post updates, and build personal agendas. Organizers collected feedback and managed Q&A smoothly.
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Bizzabo's Event Experience OS and Klik SmartBadge helped CMP fix problems with their old event tech. CMP used Bizzabo for Customer Contact Week 2024. 94% of attendees used Klik. There were 8,963 cont...act exchanges among 500 attendees. Each exhibitor got 87 leads. CMP saw a 315% increase in exhibitor leads compared to their old QR code system.
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A Big 4 consulting firm wanted to build a strong community of leaders. They used SpotMe's hybrid event platform for three live workshops over three months. The platform included live sessions, on-dem...and content, and community activities. Features like a welcome video, chatbot guide, and discussion boards helped participants. The event saw 80% app adoption and a 77% average watch ratio. Over 50 questions were asked during the sessions.
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Accelevents helped Tom Ferry, a real estate business coaching firm, manage over 45 events per year. They faced challenges with event registration, badge printing, and data integration. Accelevents pr...ovided tools like a mobile app, Salesforce integration, and badge printing. The platform enabled Tom Ferry to shift between in-person, virtual, and hybrid events. The team consolidated their tech stack and improved attendee experiences. Real-time check-in data now flows to Salesforce, reducing manual work and keeping sales informed.
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Shocklogic provided online registration management, onsite registration, and a lead retrieval app for BCI World Hybrid 2023. The event had 1,073 attendees from 60 countries. Shocklogic's team offered... 24-hour helpdesk and onsite support. The mobile app had 460 downloads, helping attendees access schedules and updates. The event blended physical and virtual experiences for business continuity professionals.
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Personify helped the American Academy of Neurology improve their operations. The solution focused on association management. The case highlights how Personify supports professional associations. Deta...ils about specific results or metrics are not provided in the content.
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Accelevents helped Tom Ferry, a real estate business coaching firm, manage over 45 events per year. They faced challenges with event registration, badge printing, and data integration. Accelevents pr...ovided tools like a mobile app, Salesforce integration, and badge printing. The platform enabled Tom Ferry to shift between in-person, virtual, and hybrid events. The team consolidated their tech stack and improved attendee experiences. Real-time check-in data now flows to Salesforce, reducing manual work and keeping sales informed.
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Workshop Butler helped Management 3.0 automate license management for facilitators. The platform sends notifications for expiring licenses and streamlines renewals and cancellations. Management 3.0 s...aw 40%-50% yearly growth after using Workshop Butler. The number of active facilitators grew from 102 to 408 in four years. Workshops per year tripled and attendees almost quadrupled. The team size stayed small, with only one full-time member.
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Evenesis helped Ten X Group run a 2-day virtual event for the Indian community in Malaysia. Ten X needed a fast, easy-to-use registration and webinar platform. Evenesis set up the system and trained ...the team in less than a day. The customer support team responded to requests within 1-3 hours. Ten X Group was very satisfied and became a partner, starting more projects with Evenesis.
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IntelliClick helped Juice Inc. improve their email marketing and event strategy. Juice Inc. used to manage two separate databases and software, causing delays and extra work. With IntelliClick, they ...integrated email marketing with GoldMine CRM. This made event registration, confirmation, and attendance tracking easy. Juice Inc. now saves time, gets real-time data, and manages campaigns more simply. The solution supports their growth and helps reach more executives in training and HR.
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Knak helped FTI Consulting cut email production time by 99%. The company increased its email output capacity by 316 times. Knak made it easy to create on-brand, device-stable emails. Training time fo...r email creation dropped to zero. FTI Consulting now sends more emails, faster, with Oracle Eloqua integration.
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Kit's Creator Network helped Corey Wilks, a creator coach, grow his audience. In just one month, he gained 585 new subscribers. Corey used Kit to reach more people without extra work. The platform ma...de it easier for him to connect with his target audience. This led to fast and measurable growth for his creator business.
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Emailmovers helped Social Power clean and enrich their customer database using Data Health Analysis. They removed invalid contacts and created an Ideal Customer Profile. Emailmovers provided 3,000 lo...okalike contacts for a cold email outreach campaign. Social Power received 48 positive responses from the first 960 contacts. They secured a 200% ROI and gained two new clients within 30 days.
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rasa.io helped ASIS International personalize its daily and weekly newsletters using AI technology. ASIS wanted to save time and money while making newsletters more relevant for members. With rasa.io..., ASIS created smart newsletters that matched each member’s interests. This led to higher member engagement and more advertiser satisfaction. ASIS saw a 63% increase in year-over-year email ad revenue.
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ZeroBounce helps Copyhackers keep their email list clean. Joanna Wiebe and her team use ZeroBounce's email validation before big launches and when switching email platforms. This keeps their delivera...bility high and ensures they reach real people, not bots or abandoned accounts. Copyhackers sends newsletters, marketing, and transactional emails using ActiveCampaign and Customer.io. Regular list cleaning with ZeroBounce helps them get the most from every email sent.
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Matt Munson used Shift to help run his coaching business for CEOs and founders. He faced big changes after selling his last company, Twenty20, and wanted better tools for focus and team support. Shif...t, along with Trello and Google Workspace, helped him manage tasks, block time, and reduce distractions. These tools made it easier for him to support clients, set goals, and adapt to remote work. Matt says using Shift helped him stay organized and focused on what matters most.
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Mindset Experts is a coaching business that helps entrepreneurs grow. They needed a way to see what was happening in their customer journey. They used popcorn CRM to manage their sales process and cu...stomer data. The CRM made it easy for them to track leads and make good business decisions. The founder said the system is intuitive and helps him make better choices.
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Opensense helped Jobot fix email signature problems across devices and platforms. Jobot needed consistent branding and easy management for a remote team using many email clients. Opensense provided a... cloud-based solution that worked on iOS, Android, Gmail, Outlook, Office365, and Outreach. Jobot set up new signatures in days with no complex IT work. IT staff saved time with bulk updates and easy deployment. Jobot’s team liked the sharp, uniform look and fast support from Opensense.
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Rocketseed Campaign helped Platform for Connected Leadership turn static email signatures into interactive marketing tools. PCL used custom banners and advanced analytics to target business leaders a...nd track engagement. They ran multiple campaigns, including one for the 'Quantum of Disruption' course, which achieved a 14.5% engagement rate. Monthly reports gave PCL insights to improve retargeting and boost sign-ups. The CEO praised Rocketseed for making branded emails easy and interactive.
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Net Atlantic helped Jeff Blackman modernize his Results Report email newsletter with a custom HTML template. Blackman wanted a more visually appealing design to match his website and keep his brand c...onsistent. The new template made it easy for him to upload photos and stay in touch with clients. Subscribers found the redesigned newsletter unique and engaging. Blackman praised Net Atlantic for their simple platform and excellent customer service.
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Taximail helped Technology Promotion Association (Thai-Japanese) send email campaigns fast. The platform made it easy to create and place content. Users tracked delivery, open rates, and other stats.... These insights improved future campaigns. The tools worked well on mobile devices.
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AODocs helped Apave, a global risk assessment company, automate HR recruitment and onboarding. Apave faced slow growth and inconsistent hiring due to siloed workflows. With AODocs, managers could eas...ily define and control processes, improving speed and compliance. The platform reduced employee churn by four percentage points. Over a thousand managers now use AODocs, saving time and boosting employee retention.
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Fastly helps Hoodoo Digital deliver better customer experiences with Adobe Experience Manager. Hoodoo uses Fastly’s edge cloud platform for faster site performance, reliable uptime, and built-in secu...rity. Platform TLS and Fastly API let Hoodoo automate certificate management for clients like Pacific Dental Services. This automation cut certificate provisioning from weeks to instant. Hoodoo’s clients now see faster page loads, better engagement, and improved security.
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Fastly helps Hoodoo Digital deliver better customer experiences with Adobe Experience Manager. Hoodoo uses Fastly’s edge cloud platform for faster site performance, reliable uptime, and built-in secu...rity. Platform TLS and Fastly API let Hoodoo automate certificate management for clients like Pacific Dental Services. This automation cut certificate provisioning from weeks to instant. Hoodoo’s clients now see faster page loads, better engagement, and improved security.
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Magnolia helped Prosegur connect 160,000 users across 26 countries in one global environment. Prosegur replaced a costly, hard-to-maintain intranet with Magnolia's Java-based DXP. The new platform su...pports both internal and external users, integrates with HR and business systems, and works well on mobile. Magnolia's no-code content management made it easy for non-IT staff to use. The intranet now has 1,900 published pages, 3,000 news items, and handles 270,000 desktop and 70,000 mobile visits each month.
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Squiz helped the American College of Physicians Association reduce customer complaints with better search. The organization used Squiz's AI-powered site search to improve content discovery. This led ...to a smoother experience for users. The solution made it easier for visitors to find information quickly. The result was fewer complaints and higher satisfaction.
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AODocs helped Apave, a global risk assessment company, automate HR recruitment and onboarding. Apave faced slow growth and inconsistent hiring due to siloed workflows. With AODocs, managers could eas...ily define and control processes, improving speed and compliance. The platform reduced employee churn by four percentage points. Over a thousand managers now use AODocs, saving time and boosting employee retention.
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ManageWP helped Valet manage 225 websites for their clients. Valet faced challenges in keeping website updates consistent and reliable. With ManageWP, they saw a 30% increase in efficiency and reduce...d first response time by 58%. The platform saved time on manual processes and allowed Valet to deliver a consistent customer experience. Valet recommends ManageWP to any WordPress agency or anyone managing multiple WordPress sites.
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Docsvault helped Just In Time Packaging move from paper-based workflows to digital document management. The company faced slow approvals, security risks, and high storage costs with manual processes.... Docsvault automated workflows, improved document security, and enabled remote work during COVID-19 restrictions. The team saved time, reduced costs, and kept business running with no interruption. Administrators gained better control over confidential data and compliance was easier to manage.
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SAP Business ByDesign helped Basebone Group Limited solve problems with adding new entities, regulatory compliance, and managing multiple banks. The company chose SAP Business ByDesign for its easy u...pgrades and flexibility for multi-entity, multi-country operations. With the new ERP, Basebone can add companies in new locations easily and consolidate faster. The solution reduced ongoing annual costs by over 40%.
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ON24 helped Grant Thornton streamline its webcast process. The company produced 200% more webcasts. They sent 20,000 fewer emails but saw higher attendance rates. Weekly digest emails had a 20% click...-through rate. Grant Thornton used ON24 to scale thought leadership and boost digital engagement.
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RingCentral helped Van Ausdall & Farrar save $20,000 a year on telecom costs. The company moved 150 employees across three offices to RingCentral in just 12 days. They replaced their old phone system... with a unified cloud platform for messaging, voice, video, SMS, and fax. Employees now work from anywhere and use new features like video calls and SMS. Integrations with Microsoft Teams and Salesforce improved workflows and efficiency.
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GoTo Webinar helped The Executive Institute move all events online when in-person gatherings stopped. The platform offered strong security, reliability, and analytics. Member usage of events more tha...n doubled after switching to virtual. The organization expects higher retention rates. Members now prefer the new online event model.
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Dialpad Connect and Dialpad Support helped Randstad, the world's largest talent company, unify its global communications. Randstad replaced many local phone systems with a single AI-powered cloud sol...ution. This made it easier to manage IT and improved service quality everywhere. Recruiters now use AI features like call transcription and note-taking. Randstad saved 10% of recruiter time and sped up candidate screening for over 600,000 candidates worldwide.
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Airmeet helped Capgemini host large learning and development events and improve employee onboarding. Capgemini used Airmeet’s user-friendly interface, engagement tools, and analytics to reach more pe...ople. Over 3,500 people registered for one event, with more than 99% attending. Attendees gave over 20,000 emoji reactions and rated events 5 stars. Capgemini used custom emails and real-time analytics to boost engagement and make better decisions.
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RingCentral helped Van Ausdall & Farrar save $20,000 a year on telecom costs. The company moved 150 employees across three offices to RingCentral in just 12 days. They replaced their old phone system... with a unified cloud platform for messaging, voice, video, SMS, and fax. Employees now work from anywhere and use new features like video calls and SMS. Integrations with Microsoft Teams and Salesforce improved workflows and efficiency.
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GoTo Webinar helped The Executive Institute move all events online when in-person gatherings stopped. The platform offered strong security, reliability, and analytics. Member usage of events more tha...n doubled after switching to virtual. The organization expects higher retention rates. Members now prefer the new online event model.
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WebinarNinja helps The Great Speech Consultancy connect with audiences through live webinars. Kolarele Sonaike uses webinars to teach public speaking and communication skills. The platform makes it e...asy to deliver interactive sessions that feel authentic. Webinars help build strong relationships with the audience. Kolarele praises WebinarNinja for its ease of use and excellent customer service.
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BigMarker webinars helped The Founding Moms reach more people. The company needed a way to give members face time with leadership, even if they could not attend local meetups. Using BigMarker, they d...elivered interactive webinars to members everywhere. This made the membership more valuable and helped build a strong community. The Founding Moms grew to over 12,000 subscribers, with webinars as the top growth driver.
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Personify helped the American Academy of Neurology improve their operations. The solution focused on association management. The case highlights how Personify supports professional associations. Deta...ils about specific results or metrics are not provided in the content.
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Fonteva helped The Chartered Institute of Building Services Engineers (CIBSE) modernize its member management. CIBSE moved from manual, legacy systems to Fonteva’s CRM, automating processes for over ...20,000 members. Staff now update event pages easily and track member engagement with 20 metrics. Member engagement scoring supports GDPR compliance. Event planning is faster with online forms and event cloning. CIBSE saves time and improves the member experience.
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Personify helped the American Academy of Neurology improve their operations. The solution focused on association management. The case highlights how Personify supports professional associations. Deta...ils about specific results or metrics are not provided in the content.
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Personify helped the American Academy of Neurology improve their operations. The solution focused on association management. The case highlights how Personify supports professional associations. Deta...ils about specific results or metrics are not provided in the content.
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Zapnito helped The Marketing Academy launch a Virtual Campus for marketing leaders. The platform made it easy to share resources, host events, and connect members in private cohort rooms. Over 4,000 ...members joined in the first four months, growing to about 10,000. Personalized learning journeys and improved navigation boosted engagement. Sponsor visibility increased with custom widgets and a partner directory.
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Higher Logic Thrive helped the American Society of Civil Engineers (ASCE) unify its 400+ local leaders and chapters. ASCE replaced multiple third-party tools with Higher Logic Thrive Community, Marke...ting, Event Manager, and Component Manager. This change improved data management, brand consistency, and member engagement. ASCE saved money by eliminating redundant platforms and gained better insight into local engagement. Local leaders now have integrated tools for events, communications, and analytics.
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Higher Logic Thrive helped the American Society of Civil Engineers (ASCE) unify its 400+ local leaders and chapters. ASCE replaced multiple third-party tools with Higher Logic Thrive Community, Marke...ting, Event Manager, and Component Manager. This change improved data management, brand consistency, and member engagement. ASCE saved money by eliminating redundant platforms and gained better insight into local engagement. Local leaders now have integrated tools for events, communications, and analytics.
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CoachHub used Bettermode to build a global community for over 3,500 coaches. The challenge was to reduce isolation and foster connection among coaches. Bettermode's features like Spaces, Reports, and... Collections helped CoachHub create a private, easy-to-navigate hub. The platform enabled coaches to network, share resources, and provide feedback. As a result, CoachHub saw highly active and returning community members, with coaches reporting greater happiness and engagement.
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Zapier helps Contractor Appointments automate lead flows with AI. The company handles 90% of top-of-funnel leads automatically. This boosts the number of booked appointments. Clients attribute $134 m...illion in revenue to these automated processes. Automated follow-ups turn cold leads into $300,000 in extra yearly revenue. Contractor Appointments can test and launch new ideas in a single day.
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monday CRM helped TIG Freight fix problems with their old CRM. The team had low adoption and went back to spreadsheets. With monday CRM, they finished setup in four weeks. Sales reps now use the mobi...le app for real-time reporting. TIG Freight saw a 27% increase in speed to market, a 40% reduction in onboarding time, and a 20% increase in outbound sales calls.
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Intelex helped Lloyd's Register improve safety in the maritime industry. The company used Intelex to boost employee engagement and learning. They integrated data from HR systems and enabled single si...gn-on. Over three years, Lloyd's Register gained better data insights. The partnership supports their strategic safety goals.
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emfluence Marketing Platform helped Centriq Training grow leads for their new IT career program. Centriq needed more organic search traffic but could not update their main website content. emfluence ...created new location pages and made SEO updates like business listings and metadata. This led to a 68% increase in organic entries, a 140% increase in form completions, and a 169% increase in clicks. The site saw its highest lead generation in history after these changes.
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Higher Logic Thrive helped the American Society of Civil Engineers (ASCE) unify its 400+ local leaders and chapters. ASCE replaced multiple third-party tools with Higher Logic Thrive Community, Marke...ting, Event Manager, and Component Manager. This change improved data management, brand consistency, and member engagement. ASCE saved money by eliminating redundant platforms and gained better insight into local engagement. Local leaders now have integrated tools for events, communications, and analytics.
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HubSpot WooCommerce Integration helped Agile Heroes, a Frankfurt-based coaching and consulting agency, solve their data syncing issues between WooCommerce and HubSpot CRM. Before using the integratio...n, they struggled with missing data and lacked business insights. The solution automated data syncing and improved lead generation, marketing, and sales automation. As a result, Agile Heroes saw a 75% increase in revenue, 25% more leads, and 50% growth in customer retention, traffic, subscribers, and conversions.
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Click's Marketing Services helped the Institute of Directors fix unstable marketing automation. The team integrated Click with Dynamics 365, ending manual list uploads and failed email campaigns. Aut...omated workflows now drive member renewals and onboarding. The IoD saw faster, more reliable communications and better member engagement. The platform brought stability, time savings, and improved retention.
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GetResponse helped Ken Furukawa, an affiliate marketer and coach, double his revenue in 6-8 months. He used GetResponse automation flows for messaging and contact management. The platform made it eas...y to set up welcome sequences, segment contacts, and automate workflows. Ken tracked email performance with reports and used perfect timing to reach a global audience. He praised GetResponse for its reliable support and 24/7 customer service.
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ProveSource helped Andrew Mellen Inc. increase sign-ups on its website. Andrew wanted to build trust and show visitors that others had already signed up for his services. He tried other social proof ...tools but chose ProveSource for its stability and appeal. After adding ProveSource notifications, Andrew saw more people signing up for free offers and paid programs. Social proof made visitors feel confident and sped up their decision to join.
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CIENCE used orchestrated outbound marketing and lead generation for Own The Room. The training company wanted to boost sales and reach more clients. CIENCE built a targeted outreach plan and managed ...multi-channel campaigns. Own The Room saw better engagement and exceeded their sales expectations. The partnership helped them grow their business and connect with more companies.
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Interact quiz software helped Advice With Erin grow its email list by over 140,000 subscribers. Erin McGoff created a free career aptitude quiz to provide value and attract new subscribers. The quiz ...doubled her newsletter size in four months. Her audience found the quiz helpful, and newsletter retention improved. Erin designed six unique profiles and 30 questions to make the quiz engaging and relevant.
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Lead Assign helped The Brooks Group cut their speed to lead by over 55%. The company used Lead Assign’s technology to route leads faster and improve sales team performance. Integration with HubSpot m...ade the process smooth and efficient. The reporting dashboard gave valuable analytics. The Brooks Group now responds to leads in under five minutes, improving customer service and sales results.
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Beacon helped Judy Rees create a lead magnet from her blog posts. She used Beacon to quickly make an ebook that looked professional. Over 130 people downloaded it in less than three hours. By the end... of the first week, she had more than 500 downloads. This helped Judy grow her email list and reach more people in her niche. Beacon made it easy for her to organize and share her content.
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bant.io set up a lead generation funnel for Dr. Brian Alman Consulting. They reached 2,956 potential clients using LinkedIn outreach and A/B testing. The campaign delivered 69 hot leads, with a 27% o...pen rate and 21% conversion to opportunities. Dr. Brian Alman Consulting gained a steady source of leads and new growth. The solution focused on targeted outreach and trust-building in professional coaching.
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Dux-Soup Pro helps Da Costa Coaching automate LinkedIn lead generation. The tool cuts lead generation time by 80%. It delivers a 60% connection acceptance rate and doubles high quality connections in... under four months. Rob Da Costa uses Dux-Soup with Sales Navigator to target agency owners and partners. The automation lets him focus on business growth and content. Dux-Soup makes LinkedIn outreach consistent and scalable for small businesses.
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Observe.AI helped a professional training & coaching company improve sales associate performance. The company used data-backed scorecards and 100% interaction analysis to give clear feedback and boos...t coaching. Monthly call evaluations rose by 73%, from 55 to 205 in three months. Performance score averages improved by 84%. The company scaled onboarding and created a culture of continuous improvement.
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Varicent Incentives helped Colt Technologies improve sales performance by making commission payments more visible and easier to control. Colt needed a flexible tool to manage changing incentive progr...ams as the company grew. With Varicent, Colt handled 30% sales team growth without increasing the compensation team size. The solution boosted accountability and made compensation plans more effective. Colt now spends less time on administration and more on strategy and innovation.
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Xactly Incent and Xactly Extend helped Accenture improve sales compensation processes. Sohail Arshad, a Total Rewards Senior Manager, simplified a complex comp plan, leading a sales team to reach 130...% of its annual quota in six months. The team values Xactly's flexible tools for building custom solutions, like a two-level approval process for executive bonuses. Accenture highlights Xactly's superior service and seamless integration as key benefits. The partnership delivers clarity, better performance, and positive feedback from leadership.
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Lattice helped Scrum Alliance automate 25 HR processes. The nonprofit needed to remove admin burden and support a new leadership team. Lattice streamlined HR operations and let managers focus on lead...ing. The platform reinforced trust and saved time for employees. Scrum Alliance improved workplace culture with Lattice.
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Xactly Incent and Xactly Extend helped Accenture improve sales compensation processes. Sohail Arshad, a Total Rewards Senior Manager, simplified a complex comp plan, leading a sales team to reach 130...% of its annual quota in six months. The team values Xactly's flexible tools for building custom solutions, like a two-level approval process for executive bonuses. Accenture highlights Xactly's superior service and seamless integration as key benefits. The partnership delivers clarity, better performance, and positive feedback from leadership.
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Xactly Incent and Xactly Extend helped Accenture improve sales compensation processes. Sohail Arshad, a Total Rewards Senior Manager, simplified a complex comp plan, leading a sales team to reach 130...% of its annual quota in six months. The team values Xactly's flexible tools for building custom solutions, like a two-level approval process for executive bonuses. Accenture highlights Xactly's superior service and seamless integration as key benefits. The partnership delivers clarity, better performance, and positive feedback from leadership.
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Plecto helped the Presidents Institute improve sales performance tracking. Before Plecto, the team used manual weekly reports. Plecto gave them real-time dashboards and easy data visualization. The s...ales team quickly set up custom dashboards with no coding. Now, they track sales targets, calls, and engagement on office screens. Plecto increased transparency and motivation for the team.
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Kotobee helped SMARTer Job Hunting create an interactive ebook for job seekers. The company wanted more than a static PDF, aiming for features like progress tracking and tool integration. Kotobee pro...vided a platform that enabled workbook sections, syncing with their website, and instant updates. Engagement with the ebook and website increased, and users gave positive feedback on the interactive features. The solution made the job-seeking process more immersive and engaging for their clients.
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Michael Anderson, a trainer for tech CEOs, wanted to improve his video conversions. He used Vidalytics to analyze his video performance. He found that mobile viewers were skipping parts of his video ...due to a fullscreen option. He turned off this option to keep viewers engaged. Michael also experimented with the timing of his buy button to improve click-through rates. He added exit thumbnails and customized autoplay messages to increase engagement. Finally, he adjusted his call-to-action timing to match video progress. These changes helped improve his video conversion rates.
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Venngage helped a business negotiation expert engage their audience. The expert used Venngage to create visual content. This made presentations more interesting. The tool helped the expert connect be...tter with people. The expert found it easier to share ideas. Venngage made the expert's work stand out.
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dominKnow | ONE helped Salience Learning scale personalized learning. The team used dominKnow | ONE to break learning into smaller objects. This allowed them to rebuild and customize only 30-40% of c...ontent per project. They achieved a 60% savings in development time. They also saw a 30-40% savings per project and a 40% reduction in Academy functional role development.
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Softr helped Torigen Pharmaceuticals build a custom HubSpot customer portal. Torigen needed to automate and streamline their medical submission process for veterinary clinics. The new portal replaced... paper forms with online submissions, real-time tracking, and resource access. Over 250 clinics now use the portal, processing 600 submissions each month. The solution saves 3-4 hours of employee time daily and improved clinic satisfaction.
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Cara Heilmann, CEO of Ready Reset Go, used WeVideo to scale her coaching business. She created a library of pre-made videos to save time during sessions, allowing her to focus on personalized coachin...g. With WeVideo, she produced 26 video modules in eight months, increasing her client capacity from 5 to 25. This expansion enabled her to launch a Career Coach Accelerator certification program.
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WRITER helped TTEC automate and scale their learning design using generative AI. TTEC used WRITER's AI Studio and Knowledge Graph to build an internal app that creates curriculum assets. This cut ass...et creation time by an average of 50%, with some assets seeing up to 80% time savings. TTEC saw an 8X increase in efficiency across design workflows and a 5 percentage point increase in design quality. The solution made learning design faster, more consistent, and grounded in science.
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Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers. Sara is considered an average value customer by traditional metrics, but ...her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.
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Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers. Sara is considered an average value customer by traditional metrics, but ...her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.
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The Covenant Group needed to improve its billing process. Before, they used fax and manual work, which caused delays and lost revenue. They chose Stax Bill to automate recurring billing and payments.... Now, clients use a self-service portal and get automatic reminders. Collections that once took up to six months can now finish in a day. The team can also plan better with improved revenue data.
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Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers. Sara is considered an average value customer by traditional metrics, but ...her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.
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Billtrust helped EY Global Services expand global e-invoicing. EY needed to meet new EU regulations and handle many local requirements. Billtrust unified data for all EY Member Firms and supported ma...ny invoice delivery methods. The joint team simplified technical solutions and reduced manual work. EY is now ready for EU e-billing rules and improved employee and customer experience.
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Center helped Environmental Science Associates (ESA) fix slow and frustrating expense management. ESA used Center to make expense reporting fast and easy. The new system saved ESA about $500,000 each... year. Billing cycles dropped from 45 days to immediate. Employees now enjoy using the CenterCard app. ESA also gets strong customer support from Center.
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ChargeOver helped EMyth automate its billing and accounting. EMyth's client onboarding process dropped from 6 hours and 100 steps to just 10 minutes and 6 steps. The accounting team now saves 4 hours... per day by eliminating manual reconciliation. ChargeOver's API and support team enabled a smooth integration in six weeks. EMyth now has real-time data across its CRM, billing, and accounting systems.
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Loomly helped EVelop manage social media for three brands: EVelop, IMS, and a personal brand. Stacey Schroeder used Loomly to set up separate calendars and connect multiple social media profiles. She... scheduled posts, pulled in RSS feeds, and used Loomly’s stock image library. After switching to Loomly, her combined social accounts gained nearly 10,000 followers. Loomly made it easy to keep content organized and consistent across platforms.
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A parenting expert was struggling to keep up with social media content demands. They used feedalpha to manage their accounts, create visuals, and schedule posts more easily. The Canva integration hel...ped them save time by designing and posting graphics in one place. The content feed gave them ideas and articles to share with their audience. The visual calendar and analytics made planning and tracking posts simple. This allowed the expert to spend more time engaging with their audience and sharing parenting advice.
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SocialMadeSimple helped Dale Carnegie run a 90-day franchise marketing pilot. Three locations in Georgia, Florida, and Tennessee joined the program. SocialModo posted to Facebook and Instagram three ...times a week, boosting high-performing content. The campaign delivered 129,000+ impressions, 50,000+ reach, and 169 clicks from content posts. Paid ads brought 128,000+ impressions, 61,000+ reach, 1,700+ clicks, and a $35 average cost per lead. Leads went straight to Dale Carnegie’s CRM for fast follow-up.
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Missinglettr helped Amplio Coaching save time on social media marketing. Helene, the co-founder, used Missinglettr to automate content sharing and manage campaigns. The platform saved her team at lea...st five hours each month. Between January and March, Amplio Coaching saw a 42% increase in new users. The tool made it easier to reach their millennial audience on LinkedIn and other channels.
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RecurPost helped Salon Business Coach automate their social media posts on Facebook and LinkedIn. Before using RecurPost, they spent too much time posting manually and struggled to keep up with engag...ement. With RecurPost, they scheduled posts and used the mobile app for real-time updates. This led to more engagement from their community. The team saved time and could focus on coaching and creating better content.
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Day One helps Katie Seaman, a mindfulness coach, stay present and support her well-being. She uses the app daily for journaling and self-reflection. The app lets her process emotions and log importan...t moments. Katie says Day One is a trusted tool in her personal and professional growth. She encourages others to start journaling with Day One, no matter their experience level.
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phpFox helped Christian Coaching Network (CCN) build a digital community for Christian coaching. Oliver Ranft needed a platform that was affordable and easy to use, unlike costly custom solutions. ph...pFox offered built-in community features, social media-style navigation, and easy customization. CCN launched quickly, saving time and money. Members now connect, share, and learn in a supportive online space.
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HowNow Learning Platform helped Operatix improve their SDR onboarding. Operatix used HowNow to deliver role-specific, accessible training content. This led to a 33% faster ramp-up for new sales team ...members. 40+ new SDRs completed the onboarding program. The average onboarding assessment score was 79%. Early probation passes increased by 33%. Employees found the onboarding engaging and easy to revisit.
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Reflektive helped Kittelson & Associates improve goal-setting and feedback. Before, employees set goals only once a year and leaders spent 12 hours per review. With Reflektive, over 85% of employees ...now have goals. 35% more employees feel their goals align with the firm. 94% are comfortable setting meaningful goals. Leaders now spend just 2.5 hours per review, a 79% reduction. Staff report better, more timely feedback and feel more empowered in their development.
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Paycor helped Geon Professional Services improve HR and payroll processes. Geon used Paycor's HCM software to automate tasks and manage compliance. The solution made it easier to handle employee data... and payroll. Geon saw better efficiency and less manual work with Paycor.
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Paycor helped Geon Professional Services improve HR and payroll processes. Geon used Paycor's HCM software to automate tasks and manage compliance. The solution made it easier to handle employee data... and payroll. Geon saw better efficiency and less manual work with Paycor.
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Beamery helped EY grow four different talent communities. EY wanted to improve hiring and make it more inclusive and fair. With Beamery, EY used a new way to find and connect with talent. This led to... a big increase in their talent community size. EY continues to focus on better and more equal hiring with Beamery's support.
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WorkBright helped Allied Employer Group fix slow onboarding. Their old system was unreliable and hard to use. WorkBright made onboarding easy for staff and worked on any device. Now, Allied Employer ...Group can onboard new hires in just 10-15 minutes. The group feature keeps paperwork organized for their three PEOs.
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MobileFrame helped Hydromax USA digitize over 150 manual business processes. Hydromax used MobileFrame’s app development platform to deploy 150+ custom apps for asset tracking, safety, and productivi...ty. The solution replaced hundreds of spreadsheets and centralized business intelligence. Hydromax saved $225,000 per year by eliminating manual data entry. The team now accesses real-time data and predicts safety issues before they happen. Productivity increased and the company gained a competitive edge.
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EasyReports helped APMH automate reporting for segment wise profitability and operating cost analysis. APMH, a professional services firm in taxation, auditing, and corporate law, used Tally as their... accounting package. They needed faster, smarter business intelligence and reporting. EasyReports enabled them to streamline their reporting process. This improved their ability to analyze costs and profits by segment.
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C3 AI CRM helped a global professional services company improve sales forecast accuracy. The company had over $20 billion in annual revenue and struggled with pipeline visibility and prioritizing sal...es opportunities. Forecasts were off by 60%, causing revenue leakage and poor resource management. C3 AI CRM reduced sales forecast surprises by up to 9 times, helping the company plan better and manage resources more efficiently.
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Alteryx helped Kearney, a global management consulting firm, transform its analytics. Kearney used Alteryx to cut data processing time by over 70%. The platform enabled Kearney to identify 13,000 unp...roductive SKUs for a retail client. This led to $50 million in working capital savings for the client. Alteryx provided Kearney with self-service, AI-guided analytics for better client outcomes.
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Kantata used GoodData to add embedded analytics to its project delivery platform. Before, Kantata’s customers struggled with data in silos and manual spreadsheets. GoodData helped Kantata combine all... project data in one place and offer real-time analytics. Kantata’s customers now see clear metrics on project performance and profitability. This new solution also created a new revenue stream for Kantata and improved customer decision-making.
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Domo helped All Response Media improve ad campaign performance. The agency used Domo and Snowflake to combine media strategy with advanced analytics. Domo’s automated dataflow engine saved hundreds o...f hours of manual work. The company has 160 employees and focuses on performance media planning and buying. Domo enabled better results for top global brands.
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X10 Entrepreneur helps CEOs and professionals with coaching sessions. Their clients had problems with slow video load times using Vimeo. They switched to Swarmify for faster, buffer-free video hostin...g. Now, videos load instantly with no delays. This improved the experience for their busy clients. The company also saw higher conversion rates from the faster video speeds.
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Socialive helped the Royal Society of Chemistry improve video creation. The team faced challenges with costly, complex video setups and limited event coverage. Socialive let them livestream, record, ...and edit video from anywhere. The platform made it easy to feature global members and offer real-time coaching. The RSC increased the amount of content created without raising costs. The team now produces professional-quality video from any location.
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Wipster helped Aon's creative team manage video projects across global time zones. The team used to struggle with communication and high costs from international calls. Wipster's platform made it eas...y to leave timestamped comments, upload new versions, and compare edits. The team now creates nearly 100 videos per month, up from 36. They save hundreds of hours and work normal hours. Client satisfaction and team productivity improved.
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Vidyard helped Pavilion boost sales outreach with personalized video messages. The sales development team used Vidyard in every sales sequence. Video messages performed 2x better than text-based emai...ls. Pavilion saw an 8x return on investment. The team increased qualified pipeline and net new revenue. Vidyard made it easier to engage cold prospects and stand out.
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Nimbus helped AJ Rollsy, an author and consultant, manage two remote teams and many partners. He used Nimbus to quickly record ideas and share information with his team. This made it easier to organi...ze notes and collaborate across time zones. AJ Rollsy saved about two hours per week and kept important information from being lost. Nimbus improved his daily work and information management.
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Panopto helped Industrial Training International solve workforce skill gaps with video training. ITI used Panopto to record and share onboarding and training videos for employees and clients. The pla...tform enabled ITI to capture nearly 100 hours of global lectures in just a few months. Video training scaled learning, improved engagement, and ensured consistent onboarding. ITI now uses Panopto to expand video-based training for clients and partners.
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CallHippo helped Sprintzeal grow revenue faster. Sprintzeal used CallHippo's business phone system. The solution improved communication. This led to better sales and support. Sprintzeal saw faster bu...siness growth with CallHippo.
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Dialpad Connect and Dialpad Support helped Randstad, the world's largest talent company, unify its global communications. Randstad replaced many local phone systems with a single AI-powered cloud sol...ution. This made it easier to manage IT and improved service quality everywhere. Recruiters now use AI features like call transcription and note-taking. Randstad saved 10% of recruiter time and sped up candidate screening for over 600,000 candidates worldwide.
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CloudTalk helped CoachHub improve customer support productivity. CoachHub used CloudTalk to handle over 3,700 inbound and outbound calls. Their agents spent more than 10,960 minutes on the phone with... clients. Key features used included voicemail, conference calls, emotion analytics, and the mobile app. CloudTalk supported CoachHub's global talent development platform.
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ACCELQ helped a luxury coastal real estate investment firm automate Salesforce regression testing. The team moved from Selenium to ACCELQ’s codeless platform, letting all QA members automate tests. T...hey recreated 260 tests and developed them three times faster. Team productivity increased by 200%. Test coverage improved for Salesforce core functions and APIs.
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Collab's omnichannel contact center solution helped Aon replace its outdated platform of over 10 years. Aon needed a modern system with omnichannel support and integration with their Inbroker platfor...m. The new solution enabled smooth migration, added new features, and improved customer service. With Collab, Aon saw a 30% improvement in customer service KPIs. The platform increased agility, efficiency, and synergy by managing phone, email, and chat interactions.
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Divi helped Sonia Quinones build her freelance writing business website. She wanted full control over her site but had a limited budget. Divi's support and easy customization let her design her site ...without fear. She learned to use CSS and felt confident to experiment. The Divi community and tools made her website project possible.
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Day One helps Katie Seaman, a mindfulness coach, stay present and support her well-being. She uses the app daily for journaling and self-reflection. The app lets her process emotions and log importan...t moments. Katie says Day One is a trusted tool in her personal and professional growth. She encourages others to start journaling with Day One, no matter their experience level.
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Jimdo helped Tahimi become a self-employed psychological coach. She needed a website to present her services and manage legal requirements. Jimdo's platform made it easy for her to create a professio...nal online presence. The SEO features helped her get found by more clients. Tahimi now supports families and companies with coaching and workshops. Her story shows how Jimdo supports small businesses and freelancers.
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A business coach wanted to help clients grow their businesses online. The coach needed a simple, all-in-one platform for clients. Simvoly was chosen because it is easy to use and reliable. The coach ...reached $10,000 in monthly recurring revenue with only 15 customers. Using Simvoly saved over $450 per month by combining all platforms into one.
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BindTuning helped Project Management Institute (PMI) improve their intranet, OnePMI. PMI wanted to make their intranet more accessible and engaging for employees. BindTuning provided automated provis...ioning, better governance, and easy customization for Microsoft 365 workspaces. PMI saw more intranet traffic, higher employee satisfaction, and stronger branding. Employees praised the new user-friendly interface and better accessibility. PMI plans to keep improving their intranet with BindTuning.
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Wrike helped Granicus move from eight project management systems to one platform. Granicus needed a single source of truth for project tracking and reporting. Wrike provided reliable reports, customi...zable dashboards, and native time tracking. Teams now access accurate reports and improve client visibility. Granicus uses Wrike Enterprise Pinnacle and Wrike Integrate for better workflow management.
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Kantata helped Cornerstone OnDemand improve revenue forecasting accuracy by 20%. Cornerstone faced challenges with limited time tracking and lack of project visibility using OpenAir and spreadsheets.... Kantata provided detailed time tracking, resource assignments, and resource forecasting. This led to a 30% increase in company scale and a 4% rise in resource utilization. Cornerstone also replaced three full-time business analysts with Kantata's solution.
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RevPartners is a growing professional services company with a remote workforce. Their old project management tools made it hard to streamline business operations as they grew. They chose ClickUp to o...ptimize client delivery, improve internal processes, and combine multiple tools into one. With ClickUp, they deliver client projects 64% faster and cut project planning time by 83%. They also save 50% on costs and have 36% more efficient status meetings.
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Rocketlane helped Comsense Inc. improve onboarding for their customers. Before, Comsense had low customer accountability and poor project visibility. They used many tools and struggled to measure tea...m performance. With Rocketlane, they increased CSAT scores by 10%. Customers now have better visibility and involvement. Comsense tracks projects better and completes them faster.
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monday CRM helped TIG Freight fix problems with their old CRM. The team had low adoption and went back to spreadsheets. With monday CRM, they finished setup in four weeks. Sales reps now use the mobi...le app for real-time reporting. TIG Freight saw a 27% increase in speed to market, a 40% reduction in onboarding time, and a 20% increase in outbound sales calls.
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PocketSurvey Surveying Software helped Fire Assessment Services quickly learn and use the software. The team at PocketSurvey gave strong support and honest service. Fire Assessment Services praised t...he product and the people behind it. They found the software easy to use and helpful for their work. The company completed over 465 large projects and surveyed nearly 2 million buildings using the app.
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SurveyGold helped Career Solutions Group collect market data for new business solutions. Before using SurveyGold, the founder guessed at customer needs and lost a year of effort. With SurveyGold, she... quickly created surveys and gathered direct feedback from her target audience. This made product design faster and less expensive. The tool was easy to use and met all her requirements.
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Davies Learning Solutions supported Hannah Webb as she advanced from a business administration apprentice to a team leader. The Team Leader Level 3 apprenticeship helped her build management skills a...nd confidence. Davies provided strong coaching and tutoring, making it easier for Hannah to balance work and study. She credits the program for opening new career opportunities and developing both knowledge and leadership behaviors.
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BlockSurvey helped Arjun Som, a life and executive coach from Karnataka, India, assess clients and gather feedback online. He needed a privacy-focused coaching assessment tool to support his online c...ourses and reach more people after the pandemic. BlockSurvey enabled him to collect feedback, run quizzes, and conduct assessments easily. He values the platform's ethical approach and uses it to help clients identify and overcome limiting beliefs.
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Tolley Tax Training needed a faster way to get feedback from their training delegates. They used SightMill to collect real-time feedback through mobile NPS surveys. Delegates could give feedback in s...econds from their phones. The SightMill team helped Tolley Tax Training improve their training experience. Tolley Tax Training found it powerful to hear and act on feedback right away.
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QorusDocs AI proposal management software helped TRC Companies streamline its proposal process. TRC replaced a disjointed content management system with QorusDocs' centralized content hub. The new sy...stem improved content access, search, and collaboration for the Strategic Proposals Group. TRC reduced operational expenses and increased productivity by over 60%. The company also saw higher win rates and better proposal quality.
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Aavenir Contractflow helped Express Professionals improve contract management. They needed a cloud-based solution to replace their old on-premises system. Aavenir Contractflow gave them a single plac...e for all contracts and made contract authoring easier. The legal review process became 66% faster. The team found the system easy to use and needed little training. Franchisees now get contract reviews done in hours instead of days.
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Responsive LookUp and Response Projects helped Genpact's BidPro team boost efficiency by 30%. The team now uses a comprehensive content library, making proposal creation faster and easier. Over 90% o...f their new content is used in proposals. Bid managers access pre-approved content directly in Microsoft 365. Proposal quality and team morale improved, and onboarding is faster.
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PandaDoc Business plan helped Alliance 2020 automate contract workflows. Before, they used the Essentials plan but still did many steps by hand. Upgrading to the Business plan let them connect contra...cts across departments and use HubSpot integration. The sales team and others now use PandaDoc daily. They save 10-15 minutes per contract. Automation features made work faster and easier.
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Xactly Incent and Xactly Extend helped Accenture improve sales compensation processes. Sohail Arshad, a Total Rewards Senior Manager, simplified a complex comp plan, leading a sales team to reach 130...% of its annual quota in six months. The team values Xactly's flexible tools for building custom solutions, like a two-level approval process for executive bonuses. Accenture highlights Xactly's superior service and seamless integration as key benefits. The partnership delivers clarity, better performance, and positive feedback from leadership.
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Xactly Incent and Xactly Extend helped Accenture improve sales compensation processes. Sohail Arshad, a Total Rewards Senior Manager, simplified a complex comp plan, leading a sales team to reach 130...% of its annual quota in six months. The team values Xactly's flexible tools for building custom solutions, like a two-level approval process for executive bonuses. Accenture highlights Xactly's superior service and seamless integration as key benefits. The partnership delivers clarity, better performance, and positive feedback from leadership.
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Xactly Incent and Xactly Extend helped Accenture improve sales compensation processes. Sohail Arshad, a Total Rewards Senior Manager, simplified a complex comp plan, leading a sales team to reach 130...% of its annual quota in six months. The team values Xactly's flexible tools for building custom solutions, like a two-level approval process for executive bonuses. Accenture highlights Xactly's superior service and seamless integration as key benefits. The partnership delivers clarity, better performance, and positive feedback from leadership.
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Xactly Incent and Xactly Extend helped Accenture improve sales compensation processes. Sohail Arshad, a Total Rewards Senior Manager, simplified a complex comp plan, leading a sales team to reach 130...% of its annual quota in six months. The team values Xactly's flexible tools for building custom solutions, like a two-level approval process for executive bonuses. Accenture highlights Xactly's superior service and seamless integration as key benefits. The partnership delivers clarity, better performance, and positive feedback from leadership.
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Sayless Academy wanted to launch an online course for channel managers. They needed to reach top channel sales leaders but had trouble finding and verifying contact information. Manual data collectio...n took too much time and effort. They used SalesIntel’s RevDriver and Research on Demand tools to get fast, verified data. This helped them target the right people and run a better ABM campaign.
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Carew International needed to adapt to big changes in sales and customer engagement. They wanted to use new digital tools to help their team and their clients. They chose Smart Rooms from JourneyDXP ...for their asynchronous digital sales needs. Since 2020, they have used 288 Smart Rooms with over 5,600 client contacts and 57,000 engagement events. The results have been very positive for their sales, training, and internal teamwork.
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Cognism helped ActionCOACH's London franchise get accurate B2B data for their sales team. They booked meetings with over 30 qualified leads and expect at least £100k in new revenue. The team used Cog...nism's Browser Extension to find the best contact details. They enriched their database with direct dials, making it easier to reach business owners. Support from Cognism made onboarding simple and effective.
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CoPilot AI helped Velocity Leadership Consulting connect with more C-suite executives. Before, Karen Brown tried SEO, Facebook ads, and manual LinkedIn outreach with little success. After using CoPil...ot AI, she made over 1,000 target audience connections in a month. She turned 5 out of 10 new conversations into strong leads, a 50% success rate. The tool saved her time and made her lead generation faster and more scalable.
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Conductor Website Monitoring helps Wunderman Thompson protect their Fortune 500 client websites. The Performance Marketing team needed real-time monitoring and proactive alerts after a Google Analyti...cs issue went unnoticed. With Conductor, they now get 24/7 site monitoring and instant alerts for changes. This lets them fix page speed, duplicate content, and 404 errors before they hurt search visibility. The SEO, content strategy, and analytics teams all use Conductor to keep client sites healthy and secure.
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Mike Mandel Hypnosis wanted a better way to measure and grow their business. They joined ELITE for its 90 day planning and group coaching. The 30 day kickstart and workshops helped them focus and tak...e action. They used a workshop to improve their client onboarding. Now, over 80% of their trial customers become paid customers. They also had their most profitable month during COVID.
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POP helped a B2B company in cultural awareness training boost lead generation. The company faced low online visibility and weak search rankings. High Voltage SEO used POP for technical audits, on-pag...e optimization, and schema markup. They improved content and built topical authority. Results included a 437% increase in clicks for non-branded keywords, 372.8% more ranking queries, and a 20.1% better average position.
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SEO PowerSuite helped a B2B project management training company grow organic search traffic by 320% in 24 months. The company started with under 10,000 visitors per month and reached over 30,000. The... campaign focused on technical SEO audits, content optimization, and a major link-building effort. Keyword rankings improved from 6 in the top 10 to 64, with 10 at #1. Backlinks increased from 5,801 to 16,797, and linking domains grew from 269 to 765.
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RingCentral helped Van Ausdall & Farrar save $20,000 a year on telecom costs. The company moved 150 employees across three offices to RingCentral in just 12 days. They replaced their old phone system... with a unified cloud platform for messaging, voice, video, SMS, and fax. Employees now work from anywhere and use new features like video calls and SMS. Integrations with Microsoft Teams and Salesforce improved workflows and efficiency.
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Vibes SMS integrates directly with Adobe Marketo Engage for Practice Growth Institute. The company needed a simple way to reach its network of practitioners by SMS. Their old platform, Twilio, was ha...rd to use and not native to Marketo. With Vibes, they can now send SMS easily from Marketo, making campaign management simple. They use SMS to remind leads about webinars and events, keeping engagement high and communication personal.
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Dropbox and Dropbox Sign helped Japan Translation Center, Ltd. move contract management to the cloud. The company faced slow, manual contract workflows and document storage in filing cabinets. Dropbo...x and Dropbox Sign let them digitize onboarding, request signatures, and store documents securely. This reduced costs, improved data sharing, and made contract management faster. The team now works more efficiently and can access documents from anywhere.
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Glide helped Lone Star Communications build a workforce management app for over 100 field technicians. Before Glide, technicians had to log into multiple portals to access needed information. With th...e new app, they get data in two clicks on their mobile devices. The app saw over 80,000 interactions from 250+ users in one year. Lone Star saved time and quickly expanded to build more apps using Glide.
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Fonteva helped The Chartered Institute of Building Services Engineers (CIBSE) modernize its member management. CIBSE moved from manual, legacy systems to Fonteva’s CRM, automating processes for over ...20,000 members. Staff now update event pages easily and track member engagement with 20 metrics. Member engagement scoring supports GDPR compliance. Event planning is faster with online forms and event cloning. CIBSE saves time and improves the member experience.
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Omnyfy helped Poligage build a professional services marketplace for government and policy advisors. Poligage needed a platform to connect experts with clients and manage bookings, quotes, and paymen...ts. Omnyfy delivered a custom solution with service booking, credit-based payments, and tax calculation features. The new marketplace made it easier for organizations to find and book policy experts. Poligage has launched and is seeing good adoption in the government policy advisory sector.
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Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers. Sara is considered an average value customer by traditional metrics, but ...her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.
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Day One helps Katie Seaman, a mindfulness coach, stay present and support her well-being. She uses the app daily for journaling and self-reflection. The app lets her process emotions and log importan...t moments. Katie says Day One is a trusted tool in her personal and professional growth. She encourages others to start journaling with Day One, no matter their experience level.
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Egen built Operations Central for Dale Carnegie & Associates using Salesforce. Dale Carnegie needed better data and more efficient operations for its global franchise network. Egen extended Salesforc...e Sales Cloud to cover business operations, revenue, and strategic data. The new system supports trainer onboarding, scheduling, registration, and payments. Dale Carnegie now has centralized data and improved efficiency. Franchise and corporate teams benefit from better business insights.
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BiznusSoft HR helped RightPM hire over 200 employees in one year. The platform automated hiring workflows and onboarding, saving time for the HR team. Real-time dashboards gave HR, IT, and managers f...ull visibility into hiring and onboarding. Payroll and benefits synced automatically, reducing errors. RightPM scaled fast with a unified HRIS built on Salesforce.
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Skedulo helped Sports Kickstart solve scheduling and communication problems. The sports institute was growing fast and manual processes like spreadsheets and emails became too slow and error-prone. S...kedulo integrated with their Salesforce CRM and automated scheduling. In three months, Sports Kickstart reduced time spent scheduling by 40%. They also achieved 15% year-over-year growth. The team now works faster and more accurately.
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Cléone Formation is a training company that helps people develop soft skills using theater. They needed a way to simplify and secure the signing of attendance sheets, which is important in their regu...lated field. Before Yousign, trainers lost time collecting manual signatures and could not get remote signatures. With Yousign, signatures are automated, archived, and secure. Trainers save time, focus more on training, and handle signatures for both in-person and remote sessions. In a year and a half, they processed 180 documents signed by 500 people, making their work easier and more efficient.
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Dropbox and Dropbox Sign helped Japan Translation Center, Ltd. move contract management to the cloud. The company faced slow, manual contract workflows and document storage in filing cabinets. Dropbo...x and Dropbox Sign let them digitize onboarding, request signatures, and store documents securely. This reduced costs, improved data sharing, and made contract management faster. The team now works more efficiently and can access documents from anywhere.
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Scrive’s eID solution helped AS3 add secure MitID login to its AS3 Portal app. AS3 wanted to make it easy and safe for users to access counseling services. Scrive’s integration was fast and simple, w...ith little need for support. Users logging in with MitID needed less help, especially with password resets. AS3 saw smoother user journeys and fewer support tickets. The company plans to expand eID use and explore Scrive’s document signing API for more automation.
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Dialpad Connect and Dialpad Support helped Randstad, the world's largest talent company, unify its global communications. Randstad replaced many local phone systems with a single AI-powered cloud sol...ution. This made it easier to manage IT and improved service quality everywhere. Recruiters now use AI features like call transcription and note-taking. Randstad saved 10% of recruiter time and sped up candidate screening for over 600,000 candidates worldwide.
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Ebsta's Revenue Intelligence Platform helped SBR Consulting gain full visibility into their sales pipeline. Before using Ebsta, SBR struggled with limited insight into deals and contacts, making it h...ard to prioritize and forecast. With Ebsta, SBR captured 4,817 missing contacts, improved deal velocity by 44%, increased win rates by 27%, and reduced the expansion sales cycle by 35%. Sales leaders now use data to spot risks and close more deals.
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Ebsta's Revenue Intelligence Platform helped SBR Consulting gain full visibility into their sales pipeline. Before using Ebsta, SBR struggled with limited insight into deals and contacts, making it h...ard to prioritize and forecast. With Ebsta, SBR captured 4,817 missing contacts, improved deal velocity by 44%, increased win rates by 27%, and reduced the expansion sales cycle by 35%. Sales leaders now use data to spot risks and close more deals.
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Salesforce CPQ, GoMeddo, and Salesforce Surveys helped ILX Group streamline operations and improve customer satisfaction. ILX faced challenges with fragmented sales and operations as they expanded gl...obally. Gen25 implemented these Salesforce solutions to simplify pricing, optimize resource management, and collect customer feedback. The result was better collaboration, faster decision-making, and more efficient training delivery. ILX now delivers smoother experiences for customers and maintains high-quality training services.
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Factoreal helped Boss Talks switch from Mailchimp to an all-in-one marketing platform. Boss Talks used Factoreal to improve email deliverability, automate marketing, and create landing pages. They do...ubled their email volume and kept open rates above 30%. Engagement rate increased by 22%. Email volume grew by 180%. Boss Talks found the platform easy to use and liked the analytics and support.
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Lattice Hudson wanted a better way to reach her clients and save time. She used SimpleTexting’s autoresponders to automate messages. This helped her spend less time on manual tasks. She was able to f...ocus more on growing her business. As a result, her average order value increased by three to four times. She also found more balance between work and personal life.
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HoneyBook Automations helped Dana Sacco, a Virtual Business Manager at i2iHype, streamline client workflows for her three businesses. She faced issues with her old system, including payment glitches ...and poor client experiences. With HoneyBook, Dana automated client communication, invoicing, and onboarding. This led to a 6x increase in conversions and doubled her monthly active clients and revenue. Dana now gets paid faster and her clients enjoy a seamless experience.
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Keap helped Beauty and the Boss automate daily tasks and organize everything in one platform. Before Keap, growth stalled and managing many jobs was overwhelming. After using Keap, the company saw 4x... income growth. The founder, Maisha Hagan, now focuses on career coaching for women in male-dominated industries. Automation brought back growth and joy to her business.
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C3 AI CRM helped a global professional services company improve sales forecast accuracy. The company had over $20 billion in annual revenue and struggled with pipeline visibility and prioritizing sal...es opportunities. Forecasts were off by 60%, causing revenue leakage and poor resource management. C3 AI CRM reduced sales forecast surprises by up to 9 times, helping the company plan better and manage resources more efficiently.
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Fellow LMS helps Sioo blend face-to-face workshops with flexible online training. Sioo uses the platform to let participants practice and keep their skills fresh. Social learning features support int...eraction and knowledge sharing. The system is easy to update and works for many users and teachers. Sioo values the user-friendly design and ongoing development with Fellow Digitals.
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Noloco helped Pravar Group replace Excel with a custom no-code app. The Kura Back-Office System gave coaches a single place to manage client data and operations. Pravar Group improved collaboration a...nd data accuracy with real-time features and role-based permissions. They saved at least one to two headcount by avoiding extra admin hires. The team now runs operations with more confidence and less manual work.
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SPListX for SharePoint helped iDiscovery Solutions solve a complex eDiscovery challenge. The client needed to quickly search, collect, and document data from large SharePoint sites for a legal review.... SPListX enabled fast deployment, accurate reporting, and secure data collection without extra security clearances. The tool saved time and money, provided reliable results, and eliminated the need for custom reporting. iDiscovery Solutions praised SPListX for its flexibility, robust features, and strong customer support.
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Mindtickle helped Menemsha Group change from live sales training to a SaaS model. The company used Mindtickle to train hundreds of reps at once, not just a few dozen. Clients could now track engageme...nt and see how knowledge was used in real work. Menemsha Group clients saw a 229% increase in recruiter revenue in the first year. New hire time to quota dropped by 55%. The company achieved 153% ROI in the first 90 days.
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GiraffePad helped the Extraordinary Training Company deliver a 10-week online training program to over two thousand participants. The company needed a simple way to host live sessions, share resource...s, and support learners, many of whom were new to online learning. GiraffePad's intuitive platform made it easy for learners to engage and for trainers to manage materials. The chat feature helped build a strong sense of community. Trainers saved time by sharing resources in one place, making the online learning experience positive for everyone.
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Xactly Incent and Xactly Extend helped Accenture improve sales compensation processes. Sohail Arshad, a Total Rewards Senior Manager, simplified a complex comp plan, leading a sales team to reach 130...% of its annual quota in six months. The team values Xactly's flexible tools for building custom solutions, like a two-level approval process for executive bonuses. Accenture highlights Xactly's superior service and seamless integration as key benefits. The partnership delivers clarity, better performance, and positive feedback from leadership.
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Dialpad Connect and Dialpad Support helped Randstad, the world's largest talent company, unify its global communications. Randstad replaced many local phone systems with a single AI-powered cloud sol...ution. This made it easier to manage IT and improved service quality everywhere. Recruiters now use AI features like call transcription and note-taking. Randstad saved 10% of recruiter time and sped up candidate screening for over 600,000 candidates worldwide.
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Highspot helped Baker Tilly organize sales and marketing content in one place. Before, Baker Tilly struggled to find and manage content, making it hard for teams to work together. With Highspot, they... centralized content and improved collaboration. Sellers used Pitch to engage buyers and stand out. Baker Tilly saw 95% Pitch adoption, $2 million influenced in pipeline, and a 16% increase in win rate.
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GetAccept helped Grupo Gente Guatemala fix slow, manual contract signing. Before, staff had to visit customers' homes for signatures, causing delays and low NPS scores. With GetAccept, they now send ...contracts and reminders by SMS, use intro videos, and offer live chat support. Customers get contracts in minutes and can sign from anywhere. The team onboards more customers faster and promises money transfers in under 24 hours. Employees gained new sales enablement skills and the company created a new role focused on contract experience.
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DSMN8 helped Krauthammer launch an employee advocacy program. Krauthammer wanted to support sales consultants and boost sales leads. They faced problems with content creation and sales team engagemen...t. DSMN8's automation and segmentation features made sharing content easy. 86% of users adopted automation. 82% of employees registered at launch. In 12 months, Krauthammer saw a 103% increase in sales leads and an 86% increase in website traffic. Cost per click was just £0.57.
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Xactly Incent and Xactly Extend helped Accenture improve sales compensation processes. Sohail Arshad, a Total Rewards Senior Manager, simplified a complex comp plan, leading a sales team to reach 130...% of its annual quota in six months. The team values Xactly's flexible tools for building custom solutions, like a two-level approval process for executive bonuses. Accenture highlights Xactly's superior service and seamless integration as key benefits. The partnership delivers clarity, better performance, and positive feedback from leadership.
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Auth0 helped Nordcloud deliver secure, consistent authentication for their Klarity SaaS product. Nordcloud needed to meet strict enterprise security and user experience demands. They chose Auth0 for ...its dedicated, federated identity management platform. Nordcloud integrated Auth0 with five applications in just two weeks. They saw a 300% return on development costs and achieved integration over 60% faster than with previous providers.
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Day One helps Katie Seaman, a mindfulness coach, stay present and support her well-being. She uses the app daily for journaling and self-reflection. The app lets her process emotions and log importan...t moments. Katie says Day One is a trusted tool in her personal and professional growth. She encourages others to start journaling with Day One, no matter their experience level.
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Billtrust helped EY Global Services expand global e-invoicing. EY needed to meet new EU regulations and handle many local requirements. Billtrust unified data for all EY Member Firms and supported ma...ny invoice delivery methods. The joint team simplified technical solutions and reduced manual work. EY is now ready for EU e-billing rules and improved employee and customer experience.
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SubscriptionFlow helped View from the Top manage their coaching subscription plans. The company needed a system to handle subscriptions for men and women and automate hybrid billing. SubscriptionFlow... provided a solution that managed both ISI Men and ISI Women plans. The system also handled upfront fees and allowed for business customization. This made subscription management easier for View from the Top.
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GoTo Webinar helped The Executive Institute move all events online when in-person gatherings stopped. The platform offered strong security, reliability, and analytics. Member usage of events more tha...n doubled after switching to virtual. The organization expects higher retention rates. Members now prefer the new online event model.
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Zendesk and AssetSonar helped Eight Eleven Group support over 900 employees. The company replaced a shared inbox with Zendesk to manage internal requests. Automation features like macros and triggers... improved response times and efficiency. Customization allowed teams to create help articles and custom portals. Now, 95% of employee requests get a first response within one hour. AssetSonar integration made IT asset tracking faster and easier.
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Landingi helped Kuźnia-Kadr.pl launch a landing page in 30 minutes. Their first page brought a corporate client with over 1,000 employees in just 12 hours. Using Landingi, they created over 70 landin...g pages for sales and lead generation. A simple design change increased conversions by 30%. Their campaigns achieved conversion rates between 35% and 50%, generating up to 500,000 PLN in revenue.
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WalkMe helped Accenture manage change, improve data, and boost technology ROI. Accenture used WalkMe for workflow analytics, automation, and in-app guidance across 60+ apps. The company saw a 40% dro...p in selected support tickets and 80% faster custom development cycles. WalkMe returned 25,000 productivity hours per month. Data accuracy improved by 54% with WalkMe interventions.
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PwC wanted to improve their business reports to better meet users' needs. They used Zebra BI for Power BI to help standardize and redesign their reports. The team used a design-thinking approach, cre...ating wireframes and prototypes and collecting feedback from users. They provided all employees with Zebra BI licenses to support this change. As a result, PwC was able to create reports that matched real needs and harmonized reporting across Europe.
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Wooclap helped Cegos unify and improve their training sessions. Cegos needed a single tool to make learning more engaging and consistent. They chose Wooclap for its ease of use and strong educational... value. After a three-month trial, Cegos rolled out Wooclap to all consultants. Now, over 700 trainers use Wooclap daily, creating 8,000+ events and 500,000+ learner responses. Key features include detailed reports, collaboration tools, and versatile question types.
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Croner had trouble tracking how their digital marketing led to sales, especially with many phone calls and form submissions. They used Ruler Analytics to track calls and later to see which channels b...rought in leads and revenue. Ruler helped them see that 26% of revenue came from Google Ads, which they did not know before. They improved their return on ad spend, with an 80% increase in ROAS for PPC in one month. Croner now makes better marketing decisions and saves money on campaigns that do not work.
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Jotform helped Done Dissertation automate lead generation and client onboarding. The company used Jotform's form builder to create automated workflows and streamline data collection. This reduced man...ual work and errors. Done Dissertation saved over 5 hours each month and saw an 86% return on time. The team now focuses more on supporting doctoral students and growing their business.
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CoachHub used Reachdesk to boost meetings with enterprise accounts. The team wanted to improve MQL-to-SQL conversion and target the UK’s top 600 companies. They used personalized gifting after events... and content downloads, like sending a gardening hamper or coffee voucher. This approach helped them connect with prospects and build relationships. CoachHub achieved a 25%+ MQL-to-SQL conversion rate with Reachdesk.
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Mimeo Marketplace helped Peak Selling launch a new product line for sales managers. Peak Selling wanted a new way to use their training content and create more revenue. Mimeo Marketplace let them sel...l branded materials online and handle billing easily. The platform made setup and admin simple, with no extra IT or billing work. Peak Selling now has a new revenue stream and a better customer experience.
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Quest helped AtkinsRéalis with a big IT transformation. AtkinsRéalis needed to merge two large IT environments after a company merger. Quest provided Microsoft platform management tools and expert su...pport. The project unified 14,000 identities and 10,000 devices in 24 months. AtkinsRéalis improved cybersecurity, employee productivity, and business agility.
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Nimbus helped AJ Rollsy, an author and consultant, manage two remote teams and many partners. He used Nimbus to quickly record ideas and share information with his team. This made it easier to organi...ze notes and collaborate across time zones. AJ Rollsy saved about two hours per week and kept important information from being lost. Nimbus improved his daily work and information management.
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Ibexa DXP helped American Industry Trade Association solve problems with a rigid CMS and hard-to-find content. The team cut 20,000 pages down to 3,000 and used Ibexa Page Builder to make content easy... to find and share. Social media sharing grew ten times. Updating figures now takes less than five minutes. Over 30 content creators can now work faster and more easily.
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Squiz helped the American College of Physicians Association reduce customer complaints with better search. The organization used Squiz's AI-powered site search to improve content discovery. This led ...to a smoother experience for users. The solution made it easier for visitors to find information quickly. The result was fewer complaints and higher satisfaction.
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Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers. Sara is considered an average value customer by traditional metrics, but ...her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.
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PwC wanted to improve its marketing by moving from traditional methods to digital marketing. They used Uptempo to help with planning and managing their marketing work. Uptempo helped PwC control camp...aign costs and show the return on investment. The tool also made it easier for teams to work together and see what was happening. PwC found Uptempo important for their marketing changes.
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Joomag helps EY EMEIA Financial Services Office create and share digital content. EY uses Joomag to make digital magazines, catalogs, and marketing reports. The platform gives EY tools for analytics ...and audience insights. EY can see what readers like and send targeted campaigns. Joomag helps EY boost reader engagement and get better results from their content.
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Limber helped ORSYS Formation boost its brand image and increase training visibility. The company wanted to attract and retain clients, grow brand awareness, and engage employees as advocates. Limber...'s platform offered content curation, post scheduling, amplification scenarios, thematic content walls, and centralized reporting. ORSYS Formation used Limber to involve employees in sharing content, which improved organic reach and credibility. The team valued Limber's personalized support and the ability to measure engagement and content performance.
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Aavenir Contractflow helped Express Professionals improve contract management. They needed a cloud-based solution to replace their old on-premises system. Aavenir Contractflow gave them a single plac...e for all contracts and made contract authoring easier. The legal review process became 66% faster. The team found the system easy to use and needed little training. Franchisees now get contract reviews done in hours instead of days.
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Aavenir Contractflow helped Express Professionals improve contract management. They needed a cloud-based solution to replace their old on-premises system. Aavenir Contractflow gave them a single plac...e for all contracts and made contract authoring easier. The legal review process became 66% faster. The team found the system easy to use and needed little training. Franchisees now get contract reviews done in hours instead of days.
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LivePerson helped the Project Management Institute (PMI) move 88% of customer conversations from phone and email to messaging channels. PMI used LivePerson’s AI and automation to improve digital cust...omer service. The PMI Virtual Assistant now handles about 38% of incoming chats. This shift led to a 24% increase in contained conversations year over year. Webchats grew by 24% and messaging by 42%.
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LivePerson helped the Project Management Institute (PMI) move 88% of customer conversations from phone and email to messaging channels. PMI used LivePerson’s AI and automation to improve digital cust...omer service. The PMI Virtual Assistant now handles about 38% of incoming chats. This shift led to a 24% increase in contained conversations year over year. Webchats grew by 24% and messaging by 42%.
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Fastly helps Hoodoo Digital deliver better customer experiences with Adobe Experience Manager. Hoodoo uses Fastly’s edge cloud platform for faster site performance, reliable uptime, and built-in secu...rity. Platform TLS and Fastly API let Hoodoo automate certificate management for clients like Pacific Dental Services. This automation cut certificate provisioning from weeks to instant. Hoodoo’s clients now see faster page loads, better engagement, and improved security.
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Automation Anywhere's AI Document Automation helped a global tax services provider process over 1 million documents and 1.5 million invoices each year. The solution turned 1,500+ document types into ...usable data and cut processing time. Human review steps ensured accuracy, reaching 90% data extraction accuracy. The company saved 1 minute per invoice and improved service quality for clients.
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Airbyte helped Chance streamline data movement from multiple CRM platforms into a central data warehouse. Chance faced problems with their old tools, like Stitch and Singer, which had poor integratio...n quality, limited data destinations, and unreliable synchronization. With Airbyte, Chance improved productivity and became more data-driven. The solution allowed them to manage data from Pipedrive, Typeform, Calendly, and more, supporting their digital coaching program. This made their business operations more efficient and scalable.
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RingCentral helped Van Ausdall & Farrar save $20,000 a year on telecom costs. The company moved 150 employees across three offices to RingCentral in just 12 days. They replaced their old phone system... with a unified cloud platform for messaging, voice, video, SMS, and fax. Employees now work from anywhere and use new features like video calls and SMS. Integrations with Microsoft Teams and Salesforce improved workflows and efficiency.
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Appspace smart building solutions helped a professional services firm save energy. The firm used Appspace to improve office efficiency. The solution focused on energy savings and better workplace exp...erience. The case highlights benefits for professional services companies seeking smart building technology.
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Adspert helped Digicomp manage Google Ads for about 800 courses. Digicomp needed better budget control and less time spent on ad management. Adspert's bid management tool automated bidding and keywor...d changes. This saved Digicomp nearly 100,000 man-hours. Digicomp rates their partnership with Adspert as 8 out of 10.
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Matomo helped MDFT Academy improve website performance and ensure GDPR compliance. MDFT Academy switched from Google Analytics to Matomo to address privacy concerns. The transition was easy using Mat...omo Tag Manager. With Matomo, they gained better insights into user behavior and increased conversions. Real-time goal tracking and A/B testing helped them optimize their site and make informed decisions.
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Lumia Coaching helped Barb Haynes shift from corporate marketing to a holistic life coaching business. She used Lumia's coach training to build a private practice and join a relationship company as a... part-time coach. Barb grew her business through networking, teaching, and retreats. She says her investment in Lumia paid off "a thousand times." Lumia's diverse community and opportunities supported her transition and business growth.
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Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers. Sara is considered an average value customer by traditional metrics, but ...her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.
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Envoy helped Cramer improve their visitor experience. Cramer needed to balance community with confidentiality and found their old system confusing and slow. Envoy's digital NDAs and seamless sign-in ...process solved these problems. Visitors now get a tech-forward, branded experience. Notifications and Box integration make the process easy for staff. Cramer uses Envoy to reflect their brand values and streamline front desk operations.
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Front helps Firewize manage support for fire protection systems. Before Front, Firewize struggled with email chaos and lost accountability. With Front, the team works together and tracks all customer... conversations in one place. They now fix 23% of support requests online, without sending workers into the field. This saves money and helps Firewize grow faster.
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Kobe ran an influencer marketing campaign for Urban Company. The campaign used 7 creators on Instagram in Singapore. They produced 23 pieces of content. The outreach reached 627,588 people. This help...ed Urban Company promote its services to a large audience.
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Claromentis intranet platform helped Arizona SBDC Network solve workgroup challenges. The team struggled with email and Google Drive for collaboration. They needed a central place to share informatio...n and deliver training. Claromentis provided flexible tools that improved efficiency and saved time. Staff found the platform easy to set up and use. The new intranet replaced outdated methods and made internal processes better.
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Dr.Explain helps myPA Virtual Services create clear user manuals and business procedures. Before, they used Word documents with many formatting issues. Now, Dr.Explain lets them link documents, add i...mages, and use video for better training. The software makes it easy to update help files as client needs change. Clients get professional documentation that adds value to their business. This helps myPA Virtual Services keep clients and stand out from other virtual assistant companies.
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Feefo and Treefo helped Happy collect and display customer reviews in a trusted way. Before Feefo, Happy used manual Google reviews that lacked trust and visibility. With Feefo, Happy made it easy fo...r customers to leave feedback and used Treefo to plant a tree for every review. This boosted their review response rate from 5.5% to 9.5%. The new system also helped with ESG goals and made their marketing stronger.
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