Case Studies for Professional Training & Coaching | Real Results & ROI 2026

Thought Industries helped the Institute of Management Accountants launch over 50 new learning products in just four months. IMA expanded its... global reach with a localized solution for China. The team streamlined B2B training and purchasing using bulk buying, SSO, and integrations. A five-person team achieved a 4-month launch, unlocking 10x growth potential. The new digital-first platform supports multimedia-rich training and modern learning experiences.
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AccessAlly helped Kate Northrup launch her Origin membership site. She reduced monthly content from four pieces to two, based on... member feedback. This change increased retention and improved member results. AccessAlly’s customer service and trusted tech foundation supported her team. Streamlined content creation processes prevented burnout and made growth sustainable.
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Corridor Interactive used Firmwater LMS to scale compliance and workplace training. They needed to reach more clients, automate compliance, and... reduce admin work. Firmwater’s multi-tenant LMS let them add branded client sites and automate course updates. Shopify integration enabled easy course sales to small businesses and individuals. Learning Paths automated recurring compliance training. Corridor now manages 55 client sites, 40,000 users, and saves hundreds of admin hours each year.
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MagicBox worked with a math professional development company to build a digital assessment engine. The goal was to help teachers... create, deploy, and track math assessments online. MagicBox customized the platform to align with state standards and make grading easier. Teachers now spend less time on scoring and more time helping students. The solution supports data-driven instruction for better student outcomes.
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Jessica Wilson used Podia to launch her self-advocacy coaching business, Advocacy Alley. After her cancer diagnosis, she wanted to help... others speak up for themselves in medical, work, and personal settings. She started by offering free resources and one-on-one coaching, then built her website and blog using Podia’s all-in-one platform. Jessica is now creating an online course to reach more people and offers corporate packages for health systems. Podia helped her scale her impact and build a supportive community.
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Totara Learn helped the Builders Merchants Federation (BMF) deliver training to over 190,000 people across 760 member companies. BMF needed a... blended learning solution for both small and large businesses. Totara Partner Cortexa built a multi-tenant LMS with a three-tier system. Members quickly adopted the platform, customizing their learning experiences. The solution made training accessible, scalable, and easy to manage for all members.
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LearnDash helped 713 Training move from shipping books and DVDs to a fully digital platform. Students now get instant access... to legal education courses online. The switch protected intellectual property and made updates easy. Students can earn back tuition by drafting just five petitions. Some now earn thousands per month or build six-figure businesses from home. 713 Training uses WooCommerce and reusable content blocks to streamline course creation.
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SimiTree used Easy LMS to centralize training for staff and customers in the home health and hospice sector. Before, training was... scattered and hard to track. With Easy LMS, SimiTree created onboarding modules and compliance courses. Customers now complete reviews 5-10 minutes faster and get free online training. SimiTree helps agencies avoid costly Medicare penalties and proves 100% staff completion. The platform gives SimiTree a strong edge in a tough market.
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GEI Consultants used Vector Solutions to manage safety and compliance training across the U. S. and Canada. The platform helped...them support licensing and protect their experience modification rate (EMR). GEI Consultants streamlined training processes and improved compliance tracking. The solution made it easier to deliver and monitor required courses. This helped the company meet regulatory requirements and reduce risk.
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PPDM needed to move their training content online and sell courses worldwide. Their old LMS was too limited. BaseCorp provided... SkillBuilder LCMS and LMS, helping PPDM convert content and set up international registration. The new system let PPDM launch four courses and start earning revenue from global clients. The project delivered cost savings and a stronger training program.
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Integrity ISR used Canvas LMS to modernize global defense training. They replaced in-person sessions with digital courses, making training accessible... worldwide. Canvas LMS helped them keep materials updated and consistent for all learners. Automated grading and translation tools improved efficiency and supported multilingual users. The platform enabled public courses, workforce training, and professional certifications. Integrity ISR now delivers scalable, high-quality training for defense and commercial professionals.
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Integrity ISR used Canvas LMS to modernize global defense training. They replaced in-person sessions with digital courses, making training accessible... worldwide. Canvas LMS helped them keep materials updated and consistent for all learners. Automated grading and translation tools improved efficiency and supported multilingual users. The platform enabled public courses, workforce training, and professional certifications. Integrity ISR now delivers scalable, high-quality training for defense and commercial professionals.
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Salience Learning used Eurekos LMS to create a blended learning program. The goal was to drive lasting, life-saving change for... their customers. They chose Eurekos for its customer training features. The program helped overcome key obstacles in customer and partner education. Eurekos LMS supported a mix of online and in-person learning.
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LearnUpon helped Second Sight Training Systems deliver online compliance training to law enforcement and security personnel. The LMS enabled them... to achieve IADLEST certification, meeting high industry standards in 35 states. Second Sight moved from manual, in-person courses to a user-friendly online platform. Automated certification and flexible access allowed trainees to complete courses anytime. The team now builds and delivers new training content efficiently with LearnUpon.
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Administrate helped Wilmington PLC standardize training across 11 brands. The company unified 6,500+ events and 110,000+ learners each year. Wilmington... saw a 95% increase in online sales for one brand. They saved 15 staff days per month and sped up onboarding by 47%. Administrate’s API integrated with Wilmington’s tech stack, centralizing event scheduling, instructor coordination, and communications.
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Docebo LMS helped CHART Healthcare Academy save $88,088 per team each year. The company used Docebo to deliver blended learning... and modular training for healthcare professionals. Staff confidence in complex procedures rose by over 40%. The platform enabled skill validation and accountability through assessments and dashboards. Entry-level hiring became possible, reducing salary costs and supporting advanced technology adoption.
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OttoLearn helped Soteria120 deliver COVID-19 business survival training to companies during the pandemic. Soteria120 used OttoLearn’s microlearning platform to teach... safety protocols and business continuity. The solution focused on active learning, spaced repetition, and easy content updates. Business owners received guidance on hygiene, emergency management, and misinformation. The approach led to strong engagement and positive feedback from users.
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Thinkific helped Baking For Business, led by Chef Amanda Schonberg, launch an online membership program for home bakers. Amanda used Thinkific... to provide affordable, ongoing coaching and business training. Her program grew to nearly 400 students and generated six times more revenue than her previous partnership. The platform enabled her to offer monthly support, live coaching, and a community for bakers. Students learned branding, marketing, and sales skills to build their own baking businesses.
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LifterLMS helped Slick Business launch the ActiveCampaign Academy in just nine months. Kay Peacey used LifterLMS to create 11 courses... with over 100 members at launch. The platform enabled a flexible membership structure, supporting different business needs. LifterLMS integrated easily with WordPress and other tools, making course creation and member management simple. Kay highlights the membership layer and automation features as key benefits.
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Teachable helped Boss Project founder Abagail Pumphrey replace her salary in just 30 days after a layoff. She built a... 7-figure business with over 30,000 students using Teachable’s online course platform. The shift to digital products and memberships made revenue more predictable and reduced reliance on client work. Teachable’s secure checkout, flexible payments, and simple tools let her focus on creating and serving students. One course alone reached 10,000+ enrollments and $288,000 in sales.
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ICS Learning Group built a 3D e-learning course for Clinical IQ. The course teaches pharmacy technicians how to clean up... hazardous drug spills. Animators used full motion capture to record experts performing the cleanup. This made the training realistic and cost effective. The course is SCORM compliant and works with many learning management systems.
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ICS Learning Group built a 3D e-learning course for Clinical IQ. The course teaches pharmacy technicians how to clean up... hazardous drug spills. Animators used full motion capture to record experts performing the cleanup. This made the training realistic and cost effective. The course is SCORM compliant and works with many learning management systems.
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Challenge Unlimited used BizLMS to deliver consistent training to a dispersed workforce. They needed to improve compliance and leadership training... and change how staff viewed development. With BizLMS, every employee accessed the same courses, no matter their location. The team achieved 35 course launches per learner each year. They also reached 100% participation in compliance training. The platform made it easy to track progress and measure learning outcomes.
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BIS Safety Software helped ASTEC Safety Inc. recover from financial trouble and improve compliance. The company automated repetitive tasks and... cut costs, freeing staff for more valuable work. ASTEC used e-learning to expand its safety training and offer custom solutions to clients. Employees became more engaged through inclusive planning and a new culture. By 2017, ASTEC achieved financial growth and stronger customer relationships.
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Go1 helped Lumanity launch a digital learning ecosystem using MS Teams integration. In the first three months, employees completed 60,000... minutes of self-enrolled learning. The solution matched Lumanity’s IT strategy and supported a global, distributed workforce. Go1 enabled quick wins and built learning communities. The partnership improved Lumanity’s employee value proposition and learning culture.
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Howspace helped Optimé International move from in-person to virtual training after COVID-19. The team trained all facilitators to deliver engaging... online sessions. They used blended learning, combining live and self-directed modules. Engagement rose, with 80-90% of learners embracing virtual formats. Facilitators built stronger relationships in smaller groups. Howspace enabled just-in-time learning and supported all learning styles.
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Knowledge Services used WorkRamp to launch Knowledge Services University (KSU). Before WorkRamp, their L&D program struggled due to outdated tools... and low engagement. With WorkRamp, they created and curated content easily, using features like resource libraries and learner badges. In just one month, employees enrolled in 5 courses each and started over 2,000 guides. The platform's clean interface and partnership approach helped drive these results.
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Gametize powered the Talent Onboarding Hub for a global professional services firm. The firm needed to improve new hire engagement... and cultural integration. Traditional onboarding methods led to low enthusiasm and poor knowledge retention. The new gamified platform engaged over 11,000 employees and achieved a 70% engagement rate. New hires reported feeling well-prepared and connected to the company culture.
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Society of Actuaries used Meridian LMS to solve issues with their old learning system. They needed better scalability, multi-language support,... and easier integration. Meridian LMS made it simple to create and manage courses for 30,000 members. The platform improved efficiency and tracking. SOA now offers more professional development and supports global learners.
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Rustici Cross Domain helped ej4 launch 1. 1 million courses across 300+ LMSs. ej4 gained control over their training content...and improved license management. They eliminated manual tracking and troubleshooting, saving many hours. The solution enabled quick course updates and consistent training for clients. ej4 increased sales and built stronger client relationships with better insights.
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Knolyx helped MMM Consulting deliver hybrid training programs across Europe. MMM Consulting used Knolyx to upload materials, track trainee progress,... and support collaborative learning. The platform enabled both trainers and trainees to share resources and join discussions. MMM Consulting found Knolyx easy to use and effective for managing one-year learning programs. The solution improved engagement and made learning simple for all participants.
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Springboard’s UI/UX Design Bootcamp helped CJ Hernandez shift from graphic design to a senior designer role at StellarFi. The program offered... a step-by-step curriculum, strong mentorship, and practical skills in design thinking, UX research, and user interface design. CJ now leads web design and branding at a fintech company and has expanded his own business to include UI/UX services. He credits Springboard for reigniting his passion for design and preparing him for a user-centric career.
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Society of Actuaries used dominKnow | ONE to cut content review time by 50%. They reduced content development time by... 25%. The team managed large volumes of educational material across many subjects. dominKnow | ONE helped them centralize authoring, streamline collaboration, and future-proof content updates. The platform enabled responsive design, easy content reuse, and efficient project completion.
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Litmos LMS helped TTEC quickly deploy training for call center agents. TTEC saw a 22% increase in employees’ intent to... stay and a 146% rise in employee NPS. Voluntary attrition dropped by 10%. The flexibility of Litmos technology and support impressed TTEC. Fast implementation enabled better onboarding and customer experiences.
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BITSPEC uses JoomLMS to deliver Lean Six Sigma certification and business training. The company is an accredited training organization. JoomLMS... helps BITSPEC meet global standards for functionality and stability. BITSPEC builds eLearning communities for knowledge sharing and collaboration. The platform supports specialist certification programs.
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Intellum helped U of Digital scale training for over 20,000 learners across 80+ Fortune 500 clients. U of Digital needed... secure, multi-tenant environments and advanced cohort management as it moved upmarket. Intellum provided the infrastructure to deliver custom, interactive courses and certifications for large enterprise clients. Over 4,100 professionals have earned certifications in digital marketing and advertising. U of Digital now delivers tailored learning experiences and tracks business impact with Intellum's platform.
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HowNow helped AND Digital cut L&D curation time by 50%. 75% of employees use HowNow daily. The platform reduced onboarding... admin by 80%. AND Digital now delivers faster consultant upskilling and supports AI and data learning. HowNow's analytics and integrations improved engagement and won industry awards.
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Alphonse used AcademyOcean to launch an online academy for French retirees. The platform helped seniors learn new skills and find... hobbies. Dynamic content tailored lessons to each learner’s background. The academy launched quickly, even though it was a new use case for the LMS. The project focused on helping retirees stay active and engaged.
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Verbeta used the aNewSpring platform to improve its blended learning programs. They moved theory lessons online, freeing up classroom time... for deeper engagement. Trainers used feedback to make quick updates and scale courses. Learners could study at their own pace and connect with trainers before class. This led to a 30% increase in questions and more requests to join improvement efforts. Verbeta won the "Best Learner Experience" award for these results.
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DigitalChalk helped Wire Association International (WAI) move from annual event-based training to a scalable online learning platform. WAI used DigitalChalk... LMS to deliver consistent, on-demand training and certification to members worldwide. The platform enabled a 2.3× increase in learners trained and created a new online training revenue channel. WAI now offers 24/7 access to technical and professional courses, with automated certificates for every course. The partnership allowed WAI to expand its reach and support workforce development in the wire and cable industry.
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The Lighting Industry Association (LIA) used D2L Brightspace to digitise its training. Before, courses were in-person and manual, causing high... costs and admin work. With Brightspace, LIA launched modular, interactive online courses. Learners now save time and money, choosing flexible, short modules. Admin time dropped from 2.5 employees to just a quarter of one. LIA saw record course uptake in two weeks and positive feedback from trainers and members.
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Unanet ERP GovCon and Paylocity helped Prevailance, a government contracting firm, automate payroll and integrate HR systems. Payroll processing time... dropped from several days to just 15 minutes. Closing the books now takes one day instead of three. Teams collaborate better, and errors from manual data entry are gone. Employees enjoy a better work experience, and executives use dashboards to make informed decisions.
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Pipeline CRM onboarding services helped PremCom achieve 100% sales pipeline visibility in just weeks. The onboarding team managed the CRM... implementation, making setup fast and easy. PremCom’s sales team quickly adopted the new system and now tracks all sales activities in one place. Custom forecasting features let PremCom access accurate sales data instantly. The company reports high satisfaction and uses Pipeline CRM for all sales operations.
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Precursive helped PowerPivotPro automate project costing and improve capacity planning. The team integrated Precursive with their finance system and used... Power BI for analytics. Financial forecasting improved, doubling the forecast window to two months. The consultancy saved 30 hours each month by streamlining systems. The team now works solely on the Salesforce platform, reducing admin time and improving billable utilization.
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Daylite helped Shared Visions, a Canadian consulting group, manage client relationships and sales pipeline. The CRM brought sales management and... workflow together in one place. Shared Visions resolved client issues faster and improved team communication. List segmentation made client outreach more effective. The company grew revenue by closing more deals with better pipeline management.
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OnePageCRM helped Derrek Cooper, a solo executive coach, organize his client outreach. He switched from scattered tools to OnePageCRM for... its simple setup and native Google integration. The Action Stream feature keeps his follow-ups on track and supports his relationship-first approach. Derrek values the personalized support and finds the CRM's features irreplaceable for managing coaching clients. He uses OnePageCRM daily to track prospects and automate routine emails.
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bxp software replaced ACOI's outdated membership system. The new solution links their website, membership database, and the Institute of Banking.... ACOI can now manage 4,000 member records, automate admin tasks, and send mass emails. Members book events and update details online. Staff save time and costs with a single-point admin tool.
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NMI helped Integrity Turnkey Business Solutions upgrade its payment gateway to better serve small business clients. Integrity Turnkey needed a... modern solution for recurring payments and flexible payment options. NMI provided a white-label gateway, easy onboarding, and support for online and in-person payments. The new system allowed Integrity Turnkey to close more and larger deals. Their clients now benefit from a complete, branded payment experience.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Front helps Morningside manage translation projects in over 150 languages. The team of 250 uses shared inboxes to organize communication... across departments. Before Front, email threads caused confusion and delays. Now, automated tagging and analytics improve project tracking and workload distribution. Morningside customizes Front to support their growth and keep teams connected.
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MBK Consulting used eWay-CRM to automate and simplify business processes. Before, they relied on Microsoft Access and Excel, which caused... data sharing and tracking issues. With eWay-CRM, they moved marketing and contact management into one system, making email campaigns and GDPR compliance easier. Project tracking improved, and certificates for training participants are now generated automatically. The biggest benefit is saving time and reducing manual work for the team.
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Arboriculture Canada Training & Education Ltd uses Act! to manage training for the arboriculture industry. The company switched to Act!... after poor support from a previous CRM. With Act!, they track all customer interactions and training history. Productivity increased by 60–70% compared to using spreadsheets. Act! Marketing Automation helps them run targeted email campaigns, reaching about 10,000 inboxes per campaign. Integration with TopLine Dash provides real-time dashboards for course management.
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Sandler used HubSpot Sales Hub to align its internal sales strategy with its renowned sales methodology. The team replaced six... disconnected tools with one platform, making it easier to track and report sales activities. Sales rep adoption increased by 50% year over year. Automated tracking and integrated tools helped Sandler hit targets ahead of schedule. The company now forecasts revenue more accurately and spends less time on manual data collection.
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Sandler used HubSpot Sales Hub to align its internal sales strategy with its renowned sales methodology. The team replaced six... disconnected tools with one platform, making it easier to track and report sales activities. Sales rep adoption increased by 50% year over year. Automated tracking and integrated tools helped Sandler hit targets ahead of schedule. The company now forecasts revenue more accurately and spends less time on manual data collection.
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Dubsado helped Tracey Jazmin, a business strategist and coach, streamline her client onboarding and admin work. She automated workflows, saving... hours each week and reducing burnout. Dubsado let her personalize client communications and proposals, making clients feel valued. This improved client retention and allowed her to take on more new business. Tracey also increased her rates and enjoyed more personal time thanks to Dubsado's all-in-one platform.
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Pipedrive helped Combat Ready streamline sales and boost workflow efficiency. The team replaced manual processes and Excel with Pipedrive’s kanban... view, making it easy to track deals and assign tasks. Custom dashboards gave clear insights into sales stages and client behavior. The CRM’s visual tools improved organization and sped up the sales process. Combat Ready now manages 13 sales stages and tracks key metrics in one place.
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SymVolli helped The Company Coach manage both digital and traditional marketing campaigns in one place. The system enabled seamless handoff... from marketing to sales, tracking every enquiry and measuring ROI for each campaign. Sales and marketing teams could see a clear audit trail without extra effort. Task management and reminders made following up on leads easier. The Company Coach found SymVolli easy to tailor to their needs, improving their sales process.
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BenchmarkONE helped LeadersBridge automate client communications. Before, LeadersBridge struggled to define its ideal market and keep in touch with clients.... Previous email marketing tools gave poor results and little support. With BenchmarkONE, LeadersBridge quickly reconnected with clients and closed 3 contracts after the first automated campaign. The platform made it easy to stay in front of clients and focus on leadership training.
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Crestcom Intl. needed a CRM to manage franchise operations and provide visibility for area representatives. Coevera offered a feature-rich, adaptable... platform that was easy to configure and required minimal training. The CRM enabled real-time dashboards, automated processes, and secure role-based access. Crestcom now captures all data in one place and can quickly deploy updates and reports. Franchise units appreciate the ease of use and flexibility.
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Nakisa switched from Dynamics GP to Sage Intacct to fix slow, manual finance processes. They automated multi-entity and multi-currency consolidations.... Month-end close went from 2–3 weeks to much faster. Reporting and transaction drill-down improved. Integrations now reduce manual data entry and errors. Nakisa’s team sees a big positive impact from Sage Intacct.
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Optimizely Content Cloud helped Institute for Supply Management modernize their digital platform. ISM reduced print needs and improved content reach... for over 50,000 members. The new platform supports personalized experiences and decentralized content management. ISM now tracks content engagement to inform strategy and boost member satisfaction. The solution enables future digital growth and supports their mission to advance supply management.
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Sitecore Content Hub helped GP Strategies double its digital course output from 1,000 to nearly 3,000 in two years. The platform made... it easier for teams to create, manage, and deliver training content worldwide. GP Strategies reduced time and costs for producing and hosting workforce training programs. Early client involvement improved course quality and sped up publishing. Teams now collaborate better and reuse more content, supporting the company's 'One GP' strategy.
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Sitecore Content Hub helped GP Strategies double its digital course output from 1,000 to nearly 3,000 in two years. The platform made... it easier for teams to create, manage, and deliver training content worldwide. GP Strategies reduced time and costs for producing and hosting workforce training programs. Early client involvement improved course quality and sped up publishing. Teams now collaborate better and reuse more content, supporting the company's 'One GP' strategy.
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Prosegur used Magnolia to build a new intranet for 160,000 users across 26 countries. The old system was costly and... hard to use, especially for mobile users. Magnolia's headless CMS let Prosegur connect desktop and mobile users in one global platform. The new intranet integrates with HR and business systems using REST and SOAP APIs. It now handles 270,000 desktop and 70,000 mobile logins each month. Prosegur's team values Magnolia's no-code content management and fast publishing.
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Contentstack’s headless CMS helped Technical Safety BC relaunch their website in seven months. They reduced web pages by 60%, from... 3,000 to under 1,000, and improved site speed by 150%. Website traffic increased by 73%. The new site is easier to use, with better search and navigation. Teams can now update content quickly, improving client trust and satisfaction.
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FlippingBook helped Elevated Collective upgrade their client materials from static PDFs to interactive digital documents. The consultancy now delivers branded... proposals, onboarding kits, and workshop summaries that look modern and professional. Clients prefer the flipbook format for its engaging design and easy sharing. FlippingBook supports the sales process and strengthens Elevated Collective’s brand identity. Trackable links and interactive features make content delivery smoother and more impactful.
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Newgen’s Contextual Content Services helped a global professional association with over 400,000 members. The organization struggled with document management and... collaboration. NewgenONE provided a centralized repository and automated workflows. The solution improved document retrieval and reduced compliance risks. Member satisfaction and operational efficiency increased.
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Docsvault helped Just In Time Packaging move from paper-based workflows to digital document management. The company eliminated manual approval bottlenecks... and reduced storage costs. Docsvault enabled remote work during COVID-19 restrictions in Melbourne, keeping operations running smoothly. Automated workflows improved collaboration and reduced human error. The team now benefits from secure document retention and better regulatory compliance.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Northwoods rebuilt the LSS Connections website on WordPress. The new site meets WCAG 2.2 level AA accessibility standards. Northwoods designed... user-friendly templates for people with disabilities and seniors. They improved the staff database with a custom dashboard. LSS Connections received full content migration and WordPress training. The new website is scalable and easy to update.
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Caveday used MemberSpace to build a digital community for remote workers. They faced early challenges connecting third-party tools without developers.... MemberSpace enabled them to launch a custom dashboard and offer a personalized member experience. Caveday now supports over 1.6 million content views and three membership tiers. Their focus is on guided work sessions, workshops, and accountability groups.
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I3P used 4DEM to improve event management and connect with its community. The platform helped I3P segment contacts and personalize... communications for different audiences. Integration with EventBrite made it easy to collect event contacts and grow the newsletter list. I3P achieved a 45% open rate and 15% click rate on campaigns. Automated workflows increased engagement and kept the mailing list active and clean.
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Ken Furukawa used GetResponse to automate his email marketing. He set up workflows to onboard new subscribers and segment his... audience. This helped him build trust and send targeted messages. After switching to GetResponse, Ken increased his revenue by more than 100% in 6-8 months. He values the platform's automation, reporting, and 24/7 support.
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ActiveCampaign helped Spark Joy New York triple its sales using marketing automation and AI tools. Founder Amy Chinitz moved from... in-person consulting to online coaching, reaching more clients nationwide. Automated lead capture, personalized email sequences, and AI-powered content creation saved time and boosted engagement. Integrations with ClickFunnels, Jotform, Zapier, Calendly, Kajabi, and Stripe streamlined operations. Revenue grew 10x after switching to digital services, and campaign creation became 85% faster.
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Knak helped FTI Consulting cut email production time by 99%. The team now creates emails in as little as 30... minutes. Email output capacity increased 316 times. Training time dropped to under an hour. More staff can now create on-brand, reliable emails. FTI uses Knak with Oracle Eloqua for global marketing.
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Keap’s CRM helped Business Made Simple grow revenue from $250K to $16. 5M. The company expanded from 2 to 30...employees. Keap enabled the team to build a database of 500,000 qualified leads. Marketing automation increased brand trust by 30 times. During Covid, Keap’s tools helped launch online classes and livestreams, driving record growth.
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Cyberimpact helped Brigitte Langevin, a sleep education expert, save tens of hours each month on email marketing. She automated her... newsletter campaigns, replacing manual work with a streamlined process. This led to a 40% open rate and increased sales for her consulting business. Brigitte published more books and developed webinars thanks to the time saved. Cyberimpact improved her quality of life and business growth.
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Rocketseed helped Platform for Connected Leadership boost course sign-ups using interactive email signature banner campaigns. PCL replaced static signatures with... clickable banners, targeting business leaders with relevant course offers. The solution enabled precise audience segmentation and tracked every recipient's engagement. One campaign achieved a 14.5% engagement rate, with 51 clicks from 1,270 branded emails. Monthly analytics reports now help PCL optimize retargeting and increase client interaction.
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Juice Inc. used IntelliClick to improve its email marketing and event management. Before IntelliClick, Juice managed two separate databases and... faced delays in reaching its audience. With IntelliClick integrated with GoldMine CRM, Juice streamlined event registration, automated confirmations, and tracked attendance. The solution made email marketing easier, saved time, and delivered real-time data. Juice now manages events more efficiently and reaches clients with relevant information faster.
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Emailmovers helped Social Power clean and enrich their customer database. They removed invalid contacts and improved data quality. Emailmovers built... an ideal customer profile and supplied 3,000 lookalike contacts. Social Power ran a cold email campaign to 960 contacts and got 48 positive responses. They secured two new clients and achieved a 200% ROI in 30 days.
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Kit’s Subscriber Signals helped Terry Rice find 48 corporate training buyers and a Microsoft cluster in his newsletter list. He used audience... demographics and bio keyword searches to uncover hidden sponsorship and partnership opportunities. Terry launched a new business, Build With Them, after discovering a large parent segment among his subscribers. The tool enabled him to target $5,000 to $25,000 sponsorships and land a Forbes feature. Subscriber Signals turned his email list into a source of new revenue and business ideas.
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Upmetrics helped the Prep Institute support over 15 nonprofits each year. The platform made it easy to create business plans,... pitch decks, and grant proposals. Before Upmetrics, planning was slow and hard to manage. With Upmetrics, consultants and clients could work together in one place. This change helped the Prep Institute raise over $500,000 for their nonprofit clients. The team praised Upmetrics for its easy-to-use tools and strong customer support.
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Geckoboard helped MTD Training unify data from Salesforce, Google Sheets, and Analytics into one dashboard. Teams now see the same... performance data, which improved decision-making and teamwork. The apprenticeships team uses dashboards to manage coach workloads and spot issues early. Sales teams track progress and celebrate wins together. Making data visible changed how people work and talk at MTD Training.
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Plecto helped Presidents Institute track sales and member success in real time. Before Plecto, the team relied on manual weekly... reports. With Plecto's dashboards and gamification, they improved motivation and transparency. The sales, marketing, and member success teams now use live dashboards to monitor KPIs and celebrate milestones. Integrations with Zoho and Aircall made setup fast and easy. Plecto became a key part of their culture and decision-making.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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C3 AI CRM helped a global professional services company reduce sales forecast errors from 60% to 7%. The company used... machine learning models to analyze over 50,000 opportunities and integrated nearly 200 external data sources. This improved sales pipeline visibility and enabled more accurate staffing and resource management. The solution delivered 93% forecast accuracy and up to $30 million in potential revenue uplift for the healthcare sector. The company also achieved 80% win prediction accuracy and $7.5 million in new pipeline revenue.
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Lepaya needed to give enterprise clients access to their learning data. Their old BI tool was too rigid and hard... to customize. They chose Holistics for its flexible embedded analytics. In just three months, Lepaya launched a native-feeling dashboard portal. Clients now enjoy interactive dashboards with no need for frontend engineers to make changes. Product design teams praised the platform's design freedom.
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Global Arena used XTRF to improve translation project management. They needed a tool to streamline workflows and ensure high-quality translations.... XTRF's cloud-based platform helped them manage translation, editing, and proofreading in one place. The system allowed easy integration and customization. This led to better quality control and consistent results for their clients.
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Box Platform helped JLL create sales assets 9x faster, reducing creation time from 3. 5 hours to just 23 minutes....JLL built a custom real-estate app on Box, enabling 83,000 employees in 80 countries to access property data instantly. Teams now answer client questions faster and collaborate securely from anywhere. Integrations with DocuSign and Okta streamline contract and authentication processes. JLL’s digital innovation delivers a better experience for both employees and clients.
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Fellow LMS helps Sioo blend face-to-face workshops with online training. Sioo uses the platform to let participants learn flexibly and... sustain new skills. Social learning features support ongoing development and engagement. The system allows easy course creation and updates, even with many teachers. Participants access training anytime, helping organizations stay agile.
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Howspace helped Optimé International move from in-person to virtual training after COVID-19. The team trained all facilitators to deliver engaging... online sessions. They used blended learning, combining live and self-directed modules. Engagement rose, with 80-90% of learners embracing virtual formats. Facilitators built stronger relationships in smaller groups. Howspace enabled just-in-time learning and supported all learning styles.
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MindManager helped MP4PM. club founder Markus Kopko create PMI-compliant project management templates. He used MindManager to map all 49 PMBoK...processes, making them easier to understand and apply. The platform now offers guides, templates, and a forum for project managers. Over 80 members joined in the first year. MindManager’s SmartRules and co-editing features support stakeholder management and collaborative planning.
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Freelo helped Talentwork manage projects as their team grew to 24 members. Email and spreadsheets were no longer enough, so... they switched to Freelo for unified communication and project management. The platform made it easier for coordinators to take over tasks and improved team visibility. Talentwork completed 2,200 tasks across 42 projects using Freelo. Meetings became faster and more efficient, and micromanagement was reduced.
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BindTuning helped Project Management Institute (PMI) transform its intranet, OnePMI. PMI faced challenges with SharePoint and list organization. BindTuning improved... accessibility, increased intranet traffic, and boosted employee satisfaction. Employees praised the user-friendly interface and stronger branding. The new intranet fostered better team connections and organizational cohesion.
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Retool helped WISE build internal tools to manage a fast-growing community. WISE used Retool to create user and partner management... apps, automating approvals and onboarding. The team launched a self-service B2B signup flow, reducing manual work. Retool's integration with Firestore and Stripe enabled quick app development. WISE saved weeks of engineering time and streamlined event management. All operations now run from a single, easy-to-use platform.
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Noloco helped Pravar Group, a business coaching company, replace spreadsheets with a custom no-code app. The new Kura system gave... coaches a single place to manage client data and operations. Real-time collaboration and role-based permissions improved data accuracy and reduced admin work. Pravar avoided hiring extra staff, saving at least one headcount. Coaches now spend more time with clients and less on admin tasks.
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Cloud Ratings used RELAYTO to create an interactive flipbook for demand generation. The flipbook replaced static content with engaging visuals... and easy navigation. This helped Cloud Ratings capture more leads and keep prospects interested. The new format built trust and showcased their expertise. As a result, Cloud Ratings improved sales and client engagement in professional services.
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KPMG US used WRITER to speed up content creation and go-to-market efforts. The marketing and communications teams saved thousands of... hours and achieved 60-80% time savings on derivative content creation. WRITER helped KPMG US keep its unique voice and quality while making work more rewarding. Employees reported higher satisfaction and greater independence in creating marketing assets. The firm saw faster delivery of insights to clients and improved team confidence.
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Nitro PDF and Nitro Sign helped Beca simplify PDF editing and eSigning for over 650 corporate employees. The company switched... from a complex, expensive tool to Nitro, making document workflows easier and more cost-effective. Adoption of Nitro reached nearly 100% among corporate staff. Beca saved 190,000 sheets of paper and about AU$13,000 a year in printing costs. Employees praised Nitro for its user-friendly interface and responsive support team.
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Society of Actuaries used dominKnow | ONE to cut content review time by 50%. They reduced content development time by... 25%. The team managed large volumes of educational material across many subjects. dominKnow | ONE helped them centralize authoring, streamline collaboration, and future-proof content updates. The platform enabled responsive design, easy content reuse, and efficient project completion.
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SGS used Elucidat to train over 200 employees in elearning authoring. The challenge was to help a small talent development... team deliver technical process training to thousands of staff worldwide. Elucidat provided tailored templates and expert consultancy, making it easy for technical experts to create quality elearning. In just 7 weeks, SGS produced 10 consistent modules and built a confident authoring community. Now, 250 in-house authors create essential training content across the company.
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Kitaboo helped a U. S. cybersecurity training provider cut certification time by 80%. The process now takes just 2 days...instead of over a week. Learner satisfaction increased and compliance improved. The provider also saved 25% using Kitaboo’s digital solutions. Kitaboo was chosen after evaluating five platforms over six months.
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WeVideo helped Present Well-Being LLC deliver mental health training to over 12,000 educators in Minnesota. Dr. Jennifer Clifden used WeVideo... to turn a 20-hour live course into a 4-hour video-based program. The platform allowed secure content delivery, easy updates, and branded access for teachers. Teachers received four continuing education hours and a certificate. WeVideo’s analytics and survey tools gave administrators insight into program impact.
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Kotobee helped Crea Soluciones Inteligentes (CREASI) move from static PDFs to secure, interactive ebooks for BIM and facility management training. CREASI used Kotobee... to control user access, update content instantly, and export SCORM-ready materials for elearning platforms. This improved content security and made learning more engaging for clients. Feedback from learners and clients was very positive, highlighting better quality and professionalism. CREASI now embeds ebook chapters directly into online courses, raising their training standards.
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emfluence helped Centriq boost their brand visibility in search results. Centriq wanted to appear in AI Overviews for key informational... queries. emfluence optimized three blog posts by updating headings, copy, metadata, schema, and page structure. Centriq saw a 300% increase in AI Overview citations. Organic brand impressions rose by 33%. Organic entries grew by 20%. Form completions doubled, even though conversions were not the main goal.
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Optimizely Content Cloud helped Institute for Supply Management modernize their digital platform. ISM reduced print needs and improved content reach... for over 50,000 members. The new platform supports personalized experiences and decentralized content management. ISM now tracks content engagement to inform strategy and boost member satisfaction. The solution enables future digital growth and supports their mission to advance supply management.
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Ken Furukawa used GetResponse to automate his email marketing. He set up workflows to onboard new subscribers and segment his... audience. This helped him build trust and send targeted messages. After switching to GetResponse, Ken increased his revenue by more than 100% in 6-8 months. He values the platform's automation, reporting, and 24/7 support.
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ActiveCampaign helped Spark Joy New York triple its sales using marketing automation and AI tools. Founder Amy Chinitz moved from... in-person consulting to online coaching, reaching more clients nationwide. Automated lead capture, personalized email sequences, and AI-powered content creation saved time and boosted engagement. Integrations with ClickFunnels, Jotform, Zapier, Calendly, Kajabi, and Stripe streamlined operations. Revenue grew 10x after switching to digital services, and campaign creation became 85% faster.
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Intelex helped SGS move from paper and Excel to a digital health and safety system. SGS used Intelex App Builder... to create custom apps for incident management, near-miss reporting, and vehicle inspections. The new system led to a 26% user adoption rate and 25,000 active users across 1,700 sites. SGS created 2,700 reports and 91 dashboards for real-time safety data. The company saw a big drop in incident rates and improved safety tracking.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Sandler used HubSpot Sales Hub to align its internal sales strategy with its renowned sales methodology. The team replaced six... disconnected tools with one platform, making it easier to track and report sales activities. Sales rep adoption increased by 50% year over year. Automated tracking and integrated tools helped Sandler hit targets ahead of schedule. The company now forecasts revenue more accurately and spends less time on manual data collection.
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The Hero Co unified four brands on Dialpad's AI-powered communications platform. Their 30-person team set up Dialpad in under a... week, saving 3-5 hours weekly with features like call analytics and Custom Moments. Real-time Assist cards help new agents answer customer questions with confidence. Integrations with Zoho CRM and Slack streamline workflows. Dialpad's live dashboards and analytics save eight hours a month on KPI reporting.
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ON24 helped RSM US LLP boost certifications by 25% in one year. The team issued 40,000 certifications and saved over... 200 hours of manual work. ON24 automated the certification workflow and integrated with Microsoft Dynamics. RSM used branded, interactive templates for digital continuing education. The platform enabled global reach and improved compliance tracking for professional certification.
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Pexip Engage helped Skill Builders automate appointment scheduling and coaching workflows. Before, Skill Builders managed 30 manual steps per customer.... Now, the process is fully automated and integrated with MS Dynamics CRM. This led to a 40% estimated efficiency increase and a 45% conversion rate from introduction to coaching tracks. Coaches save time, and customers get a smoother experience. Skill Builders values the partnership and ongoing support from Pexip.
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BigMarker helped The Founding Moms scale their community for women entrepreneurs. Webinars became their top growth channel, growing live attendance... from tens to hundreds per session. Interactive features like chat rooms made webinars engaging and fun. Members could join from anywhere and access replays easily. The Founding Moms turned subscribers into loyal fans using BigMarker's platform.
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EasyWebinar helped Carla Beisinger, a course creator, drive over $5M in sales. She faced low webinar turnout and tool integration... issues. EasyWebinar's automated scheduling, notifications, and integrations solved these problems. Carla used just-in-time webinars and replay offers to boost engagement. Registration rates increased by 5,485% and offer click rates rose 8x. Replay engagement grew by 183%.
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6Connex helped Skills Consulting Group run the 2021 New Zealand Vocational Education and Training Research Forum online. The event took... place during a full COVID-19 lockdown. Hundreds of attendees joined safely and networked virtually. SCG avoided cancellation and met attendee expectations for user-friendliness and visual appeal. The virtual platform enabled the event to continue despite pandemic restrictions.
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My Benefits, LLC used RingCentral’s AI Suite and App Gallery to automate call summaries and connect client conversations directly to Salesforce. This ended manual... note-taking and eliminated gaps in their CRM. The team now uses AI tools to coach staff and improve client service. They save time and deliver faster, more informed support. The unified platform helps them build on every client interaction, not start from scratch.
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My Benefits, LLC used RingCentral’s AI Suite and App Gallery to automate call summaries and connect client conversations directly to Salesforce. This ended manual... note-taking and eliminated gaps in their CRM. The team now uses AI tools to coach staff and improve client service. They save time and deliver faster, more informed support. The unified platform helps them build on every client interaction, not start from scratch.
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Atento used Avaya's AI, cloud, and automation solutions to unify customer processes across 17 countries. They improved customer delight scores... by 22% and increased EBITDA by 5%. AI-driven automation reduced call handling times by 20% and agent attrition by 25%. Conversion rates rose by 65% with predictive analytics and self-service tools. Atento also saw a 60% call deflection in self-service and a 65% reduction in after-call work.
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Atento used Avaya's AI, cloud, and automation solutions to unify customer processes across 17 countries. They improved customer delight scores... by 22% and increased EBITDA by 5%. AI-driven automation reduced call handling times by 20% and agent attrition by 25%. Conversion rates rose by 65% with predictive analytics and self-service tools. Atento also saw a 60% call deflection in self-service and a 65% reduction in after-call work.
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Atento used Avaya's AI, cloud, and automation solutions to unify customer processes across 17 countries. They improved customer delight scores... by 22% and increased EBITDA by 5%. AI-driven automation reduced call handling times by 20% and agent attrition by 25%. Conversion rates rose by 65% with predictive analytics and self-service tools. Atento also saw a 60% call deflection in self-service and a 65% reduction in after-call work.
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The Hero Co unified four brands on Dialpad's AI-powered communications platform. Their 30-person team set up Dialpad in under a... week, saving 3-5 hours weekly with features like call analytics and Custom Moments. Real-time Assist cards help new agents answer customer questions with confidence. Integrations with Zoho CRM and Slack streamline workflows. Dialpad's live dashboards and analytics save eight hours a month on KPI reporting.
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CloudTalk helped CoachHub support global clients with over 3,700 calls in three months. CoachHub used CloudTalk to connect teams and... clients in 60 countries. The platform integrated with Hubspot and Zendesk, streamlining customer support. Each agent received a dedicated number for faster communication. CloudTalk enabled CoachHub to scale services without extra fees. Teams now work more efficiently to reach growth goals.
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bxp software replaced ACOI's outdated membership system. The new solution links their website, membership database, and the Institute of Banking.... ACOI can now manage 4,000 member records, automate admin tasks, and send mass emails. Members book events and update details online. Staff save time and costs with a single-point admin tool.
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Eckoh delivered a customer experience portal and advanced IVR for a leading UK-based BPO. The new system improved self-service, enabling... more customers to resolve issues without agent help. Enhanced data integration allowed faster caller identification and routing. The solution reduced call abandonment and increased payment completion rates. The BPO now collects more license fees and provides better customer journeys.
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Cadmium helped a large professional association automate routine tasks and connect event technology with its learning platform. The association used... Eventscribe to manage speakers and boost attendee engagement. They added Elevate to centralize course management and Warpwire for secure video delivery. Staff spent less time on manual work and more on strategic projects. Members now access education and events more easily and efficiently.
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Cadmium helped a large professional association automate routine tasks and connect event technology with its learning platform. The association used... Eventscribe to manage speakers and boost attendee engagement. They added Elevate to centralize course management and Warpwire for secure video delivery. Staff spent less time on manual work and more on strategic projects. Members now access education and events more easily and efficiently.
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BigMarker helped The Founding Moms scale their community for women entrepreneurs. Webinars became their top growth channel, growing live attendance... from tens to hundreds per session. Interactive features like chat rooms made webinars engaging and fun. Members could join from anywhere and access replays easily. The Founding Moms turned subscribers into loyal fans using BigMarker's platform.
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ArtifaxEvent helped Skillfluence automate trainer management and reporting. Before, the team used spreadsheets and Word documents for bookings and financials.... Now, custom workflows and automated reports save about an hour per booking. The system gives real-time business intelligence and clear revenue visibility. Operations can plan ahead with confidence. Skillfluence calls the solution transformational.
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Workshop Butler helped Management 3. 0 automate facilitator and workshop management. The platform gave real-time visibility into facilitator status and...license renewals. Management 3.0 saw 40%-50% yearly growth after using Workshop Butler. Active facilitators grew from 102 to 408 in four years. Workshops per year tripled and attendee numbers nearly quadrupled. The team size stayed small, showing the impact of automation and marketing.
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6Connex helped Skills Consulting Group run the 2021 New Zealand Vocational Education and Training Research Forum online. The event took... place during a full COVID-19 lockdown. Hundreds of attendees joined safely and networked virtually. SCG avoided cancellation and met attendee expectations for user-friendliness and visual appeal. The virtual platform enabled the event to continue despite pandemic restrictions.
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My Benefits, LLC used RingCentral’s AI Suite and App Gallery to automate call summaries and connect client conversations directly to Salesforce. This ended manual... note-taking and eliminated gaps in their CRM. The team now uses AI tools to coach staff and improve client service. They save time and deliver faster, more informed support. The unified platform helps them build on every client interaction, not start from scratch.
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LearnUpon helped Second Sight Training Systems deliver online compliance training to law enforcement and security personnel. The LMS enabled them... to achieve IADLEST certification, meeting high industry standards in 35 states. Second Sight moved from manual, in-person courses to a user-friendly online platform. Automated certification and flexible access allowed trainees to complete courses anytime. The team now builds and delivers new training content efficiently with LearnUpon.
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Reflektive helped Kittelson & Associates improve goal-setting and feedback. Over 85% of employees now have documented goals. 94% of staff... feel comfortable setting meaningful goals. Leaders reduced performance review time by 79%. Employees report more timely and meaningful feedback. Kittelson saw better alignment and professional development across the company.
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Intellum helped U of Digital scale training for over 20,000 learners across 80+ Fortune 500 clients. U of Digital needed... secure, multi-tenant environments and advanced cohort management as it moved upmarket. Intellum provided the infrastructure to deliver custom, interactive courses and certifications for large enterprise clients. Over 4,100 professionals have earned certifications in digital marketing and advertising. U of Digital now delivers tailored learning experiences and tracks business impact with Intellum's platform.
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Arlo helped Raven RSM cut manual administration by over 25%. Raven RSM delivers rescue, safety, and medical training across Canada.... They struggled with Eventbrite and other systems that did not fit their recurring course model. Switching to Arlo unified their processes, automated certification, and improved customer registration. Instructors now use the Arlo app to manage attendance and certifications. Integration with Hubspot and Wordpress streamlined their workflow and reduced manual work.
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HowNow helped AND Digital cut L&D curation time by 50%. 75% of employees use HowNow daily. The platform reduced onboarding... admin by 80%. AND Digital now delivers faster consultant upskilling and supports AI and data learning. HowNow's analytics and integrations improved engagement and won industry awards.
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Simplilearn used LinkedIn Sponsored Content to reach over 1 million professionals. The campaign achieved a 1.53% click through rate, 1.3x... higher than industry benchmarks. Cost per click was 3x lower and cost per lead was 30% lower than search advertising. The 12-week campaign grew Simplilearn's LinkedIn followers by 40%. LinkedIn helped Simplilearn build awareness for its certification courses among working professionals.
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Loomly helped EVelop manage social media for three brands. After switching to Loomly, EVelop, IMS, and Stacey Schroeder's personal accounts... gained nearly 10,000 followers. Loomly made it easy to schedule posts, manage multiple calendars, and use different content types. EVelop reached over 1,000 LinkedIn followers, IMS grew to 5,000, and Stacey's personal profile hit 4,000. The tool saved time and let Stacey batch content creation to fit her schedule.
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3 Key Elements used EmbedSocial to organize thousands of customer reviews. They needed to reach new audiences and build trust... for their online courses. EmbedSocial let them sort and display reviews by program, making it easy to show the right testimonials on each page. The platform was simple to use and cost half as much as their previous tool. They saw a big improvement in how they shared social proof and managed feedback.
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Missinglettr helped Amplio Coaching save at least five hours each month on social media marketing. Helene, the co-founder and CMO,... used Missinglettr to automate content campaigns for blog posts and videos. Between January and March, Amplio Coaching saw a 42% increase in new users. The platform made it easy to share relevant content and engage their millennial audience. Helene recommends using Curate to match content to the right categories and boost engagement.
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RecurPost helped Salon Business Coach automate social media posting. Before, they spent too much time manually updating Facebook and LinkedIn.... With RecurPost, they scheduled posts and used push notifications for real-time updates. Engagement increased as posts reached their audience at the right time. The team saved time and focused more on coaching and content creation. Automation improved their workflow and client relationships.
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feedalpha helped a parenting expert manage social media across Facebook, Instagram, and LinkedIn. The expert used feedalpha’s Canva integration to... create and schedule graphics in one place. The content feed gave them fresh articles to share, saving time on content creation. The visual calendar and labels made planning posts easy and balanced. Analytics showed what worked best, so the expert could focus on engaging with their audience. This made social media management faster and more enjoyable.
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Sandler used HubSpot Sales Hub to align its internal sales strategy with its renowned sales methodology. The team replaced six... disconnected tools with one platform, making it easier to track and report sales activities. Sales rep adoption increased by 50% year over year. Automated tracking and integrated tools helped Sandler hit targets ahead of schedule. The company now forecasts revenue more accurately and spends less time on manual data collection.
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The Hero Co unified four brands on Dialpad's AI-powered communications platform. Their 30-person team set up Dialpad in under a... week, saving 3-5 hours weekly with features like call analytics and Custom Moments. Real-time Assist cards help new agents answer customer questions with confidence. Integrations with Zoho CRM and Slack streamline workflows. Dialpad's live dashboards and analytics save eight hours a month on KPI reporting.
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GetAccept helped Ignition Program cut contract signing time from 8 days to 4 days. The team now creates, sends, and... tracks secure contracts directly from HubSpot. 50% of documents sent through GetAccept are signed. All agreements are stored and managed in HubSpot for better visibility. Security improved with audit certificates and two-factor authentication. Personalized videos in agreements increased client engagement.
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PDAGroup switched from Hubspot CRM to Membrain to improve their sales process. Membrain made it easy for the team to... find and use sales data. The transition was fast and simple, with strong support from Membrain. Collaboration improved, and salespeople could work on any deal at any time. The sales process became more transparent and efficient. PDAGroup now offers these benefits to their own clients.
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Highspot helped Axiom Medical cut new customer implementation time by 28 days. The company switched from Showpad to Highspot to... improve content visibility and simplify buyer experiences. With Digital Rooms, 88% of sellers adopted external sharing, and buyer engagement rose by 29%. Teams now use actionable data to guide sales and marketing decisions. Axiom Medical built a connected go-to-market strategy that aligns teams and accelerates customer success.
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BSI wanted to grow in complex enterprise markets but struggled with inconsistent sales and marketing messages. They partnered with Corporate... Visions to align teams on a single commercial framework and improve buyer engagement. Corporate Visions delivered skills training, messaging, and enablement programs. Early results show BSI now has clearer differentiation, more confident teams, and a repeatable model for scaling their approach. Quantitative impact studies are ongoing.
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Sopro helped Startup 2 Standup, a peer-to-peer support network, scale its membership and build a strong lead pipeline. The campaign generated... 494 high-quality leads and drove member signups. Sopro refined targeting to focus on funded businesses, improving results. Prospect feedback from the campaign helped Startup 2 Standup enhance its business model. The company now has a reliable way to connect with diverse entrepreneurs.
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SalesIntel helped ASB Business Services grow inbound leads by 50%. Adele S. Busch, a solopreneur, used SalesIntel’s human-verified contact data... and intent signals to save time and reach decision-makers faster. She reduced manual research, improved client targeting, and expanded her service offerings by 35%. SalesIntel’s support enabled a 22% increase in total sales volume and a 40% reduction in late-night research. Client referrals rose by 40% due to better results and higher satisfaction.
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Crystal helped Tom Ferry's sales team personalize outreach using personality insights. Sales reps used Crystal to understand prospects before conversations,... improving pitch relevance. The team also used Crystal for self-reflection and peer coaching, matching similar personalities for better training. Crystal's Chrome Extension gave reps communication tips and email templates. Managers used Crystal to improve one-on-ones and reduce burnout. The result was stronger team communication and more effective sales development.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Demandbase’s AI Chat helped a global enterprise in professional services cut account research time from nearly a day to just one hour. Teams now use... a conversational interface to access account insights, visualizations, and recommendations in one place. This streamlined process makes it easier to prepare for stakeholder meetings and share actionable intelligence. The solution eliminated manual data gathering and improved collaboration with sales. Stakeholders found the new approach clear, fast, and impactful.
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Simplilearn used LinkedIn Sponsored Content to reach over 1 million professionals. The campaign achieved a 1.53% click through rate, 1.3x... higher than industry benchmarks. Cost per click was 3x lower and cost per lead was 30% lower than search advertising. The 12-week campaign grew Simplilearn's LinkedIn followers by 40%. LinkedIn helped Simplilearn build awareness for its certification courses among working professionals.
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The Hero Co unified four brands on Dialpad's AI-powered communications platform. Their 30-person team set up Dialpad in under a... week, saving 3-5 hours weekly with features like call analytics and Custom Moments. Real-time Assist cards help new agents answer customer questions with confidence. Integrations with Zoho CRM and Slack streamline workflows. Dialpad's live dashboards and analytics save eight hours a month on KPI reporting.
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Poppulo helped a global media and business information company improve office space use. The company needed better desk booking and... space management for 1,900 employees in its UK office. Poppulo's platform enabled fast rollout, with 90% of employees using the mobile app to reserve space. The solution included sensors, digital signs, and contact tracing for safety. The company expanded collaboration spaces from 15% to 45% of the office layout.
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ContactMonkey helped CNI improve employee engagement across 14 companies. The internal communications team used advanced email design, interactive features, and... analytics to boost training participation and feedback. Smartlinks and embedded videos made emails more engaging. Pulse surveys and comment boxes gave direct employee insights. The team tracked open rates and click-throughs to refine messaging. Fast support from ContactMonkey enabled continuous improvement.
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Verse provided Centriq Training with 24/7 live lead response and qualification. Centriq achieved a 76% response rate and a 54%... qualification rate for new leads. Verse also re-engaged past student inquiries, resulting in a 48% response rate and a 12% qualification rate. The solution included appointment scheduling and automated follow-up campaigns. Centriq improved lead engagement and student recruitment with Verse.
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Leverage used Mixmax to boost email open rates from 10% to 70%. The team saved over 20 hours per quarter... by automating Salesforce data entry. Mixmax helped Leverage manage outbound communications and automate follow-ups. Productivity increased across departments with better email management. Real-time engagement reports improved team coaching and accountability. Automated workflows reduced manual work and errors.
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Forrester helped DDI's product management team understand its buyers and market needs. DDI used Forrester's guidance to measure its product... management performance against peers. The team became more effective and improved its product. Forrester acted as an extension of DDI's advisory team, providing ongoing support and accountability.
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GEI Consultants used Vector Solutions to manage safety and compliance training across the U. S. and Canada. The platform helped...them support licensing and protect their experience modification rate (EMR). GEI Consultants streamlined training processes and improved compliance tracking. The solution made it easier to deliver and monitor required courses. This helped the company meet regulatory requirements and reduce risk.
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Anaplan helped The Executive Centre cut long-range planning cycle time by 75%. The company now reforecasts monthly instead of twice... a year. Payroll allocation is automated, saving 60 person-hours each year. Monthly reporting time dropped by 96% with Anaplan XL Reporting. Finance and HR teams now use real-time data for better decisions. Scenario analysis is faster and more accurate.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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BiznusSoft HR helped RightPM hire over 200 employees in just one year. The Salesforce-native HR platform replaced manual processes with... automated workflows. RightPM used custom requisition and onboarding tools to speed up hiring. Real-time dashboards gave HR, IT, and managers clear visibility. Payroll and benefits synced automatically, reducing errors and IT work. The HR team saved time and scaled hiring without losing control.
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Nitro PDF and Nitro Sign helped Beca simplify PDF editing and eSigning for over 650 corporate employees. The company switched... from a complex, expensive tool to Nitro, making document workflows easier and more cost-effective. Adoption of Nitro reached nearly 100% among corporate staff. Beca saved 190,000 sheets of paper and about AU$13,000 a year in printing costs. Employees praised Nitro for its user-friendly interface and responsive support team.
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Vialto Partners used Okta to centralize identity management after separating from a larger firm. The company needed to secure personal... data for clients in over 150 countries and meet strict compliance standards. Okta enabled Vialto Partners to deploy identity governance in less than a day, saving over $2.5 million in work hours. The intuitive interface reduced the team needed for governance by four times. Okta also helped automate workflows and improve visibility across more than a million client identities.
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Assently helped Rastor Institute automate internal processes with its e-signature tool. The institute needed easy-to-maintain forms and secure document distribution.... Assently enabled quick editing of contracts and templates, saving time and reducing email clutter. Single sign-on made access easier for users across Finland. Rastor Institute praised Assently's customer support and ongoing service improvements.
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Sleepless Media, a web design and branding agency, needed a better way to manage and track client proposals and creative files. They used DocSend... to securely send and track proposals, gaining real-time insights into client engagement. Dropbox helped them organize and share design assets and branding files with clients. DocSend’s eSignature feature made it easy to execute agreements and manage change orders. The team now saves time, closes deals faster, and keeps creative work organized for clients.
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Varicent Sales Performance Management helped Colt Technology Services handle 30% sales team growth without increasing compensation staff. The platform made... it easy to adjust commission plans and improved reporting for sales and management. Colt now spends less time on admin and more on strategy and innovation. The company can quickly launch new incentives worldwide. This agility gives Colt a strong edge in a fast-changing market.
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Anaplan helped The Executive Centre cut long-range planning cycle time by 75%. The company now reforecasts monthly instead of twice... a year. Payroll allocation is automated, saving 60 person-hours each year. Monthly reporting time dropped by 96% with Anaplan XL Reporting. Finance and HR teams now use real-time data for better decisions. Scenario analysis is faster and more accurate.
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Plecto helped Presidents Institute track sales and member success in real time. Before Plecto, the team relied on manual weekly... reports. With Plecto's dashboards and gamification, they improved motivation and transparency. The sales, marketing, and member success teams now use live dashboards to monitor KPIs and celebrate milestones. Integrations with Zoho and Aircall made setup fast and easy. Plecto became a key part of their culture and decision-making.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Optimizely Content Cloud helped Institute for Supply Management modernize their digital platform. ISM reduced print needs and improved content reach... for over 50,000 members. The new platform supports personalized experiences and decentralized content management. ISM now tracks content engagement to inform strategy and boost member satisfaction. The solution enables future digital growth and supports their mission to advance supply management.
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Ibexa DXP helped the American Industry Trade Association cut content pages from 20,000 to 3,000. The new site made it... easier for 30+ content creators to update and share research. Social media sharing increased tenfold after launch. Updating figures across the site now takes less than five minutes. The site is more user-friendly for both editors and policymakers. Visitors can preview documents before downloading, reducing support emails and calls.
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TrackWise Digital helped SGS Life Sciences replace over 25,000 paper forms with a digital quality management system. The new platform... improved cycle times for quality events and reduced errors from manual data entry. SGS rolled out TrackWise Digital to 12 sites in seven countries within months. The system enabled live KPI dashboards and easier audits, supporting a shift to a 'right first-time' culture. Cloud-based access allowed seamless operations during the COVID-19 crisis.
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BDO Canada used Riverbed Aternity DEX and NPM+ to improve network visibility. They faced slow, manual processes and limited insight... into network traffic. With Riverbed, they gained full visibility and resolved issues faster. The solution enabled over 55,000 remediations each month. BDO Canada saved $100,000 a year by cutting 700 unused software licences. Productivity improved across the organization.
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Textmagic helped The Migration Translators speed up communication with clients and translators. The agency replaced slow phone calls and delayed... emails with instant SMS updates. Staff now send real-time progress messages and get quick replies. This saves hours each week and keeps customers informed. The team can focus more on service quality thanks to faster, clearer messaging.
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Gen25 implemented Salesforce CPQ, GoMeddo, and Surveys for ILX Group. ILX faced challenges with rapid international growth and complex operations.... The new system unified sales, operations, and customer processes. Pricing and scheduling became automated and streamlined. Customer feedback was collected in real time. After merging with StayAhead, ILX integrated teams and data smoothly. ILX is now ready for global growth and innovation in training solutions.
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Salesmsg helped American Diesel Training Centers cut manual candidate screening from over four hours a day to just 30 minutes. The team integrated... Salesmsg with HubSpot, using AI-powered SMS bots to qualify hundreds of candidates weekly. Response times dropped by over 90%, with candidates now getting replies in 1-2 hours instead of days. Recruiters now handle both SMS and calls in one platform, eliminating backlogs and improving candidate experience. The team can focus on growth and high-value conversations instead of repetitive tasks.
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Lattice & Co used SimpleTexting to automate manual tasks and boost client engagement. The team implemented SMS autoresponders to nurture... leads and drive sales. By using text campaigns, they tripled their average cart value. SMS helped them reach clients quickly and increase customer interaction. Automation freed up time for more coaching calls and personal life. Lattice & Co grew their business and improved customer relationships with SMS marketing.
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GoFormz helped Inspecta digitize inspection forms, boosting field efficiency by 15%. Inspecta integrated GoFormz with ServiceMax, enabling real-time syncing of... field data and faster billing cycles. Inspectors now complete digital forms on mobile devices, improving documentation quality and customer satisfaction. The solution centralized data collection and reduced manual errors. Inspecta expanded GoFormz use across multiple countries after initial success.
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Houston Passport Center used Logiforms to automate their workflow. Staff organized, tracked, and managed passport and visa applications more easily.... Clients got a dashboard to view progress and received updates on application changes. The system improved transparency and kept clients informed about completion times. This helped the business handle a high volume of time-sensitive documents.
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My Benefits, LLC used RingCentral’s AI Suite and App Gallery to automate call summaries and connect client conversations directly to Salesforce. This ended manual... note-taking and eliminated gaps in their CRM. The team now uses AI tools to coach staff and improve client service. They save time and deliver faster, more informed support. The unified platform helps them build on every client interaction, not start from scratch.
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Sleepless Media, a web design and branding agency, needed a better way to manage and track client proposals and creative files. They used DocSend... to securely send and track proposals, gaining real-time insights into client engagement. Dropbox helped them organize and share design assets and branding files with clients. DocSend’s eSignature feature made it easy to execute agreements and manage change orders. The team now saves time, closes deals faster, and keeps creative work organized for clients.
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Cloud Ratings used RELAYTO to create an interactive flipbook for demand generation. The flipbook replaced static content with engaging visuals... and easy navigation. This helped Cloud Ratings capture more leads and keep prospects interested. The new format built trust and showcased their expertise. As a result, Cloud Ratings improved sales and client engagement in professional services.
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KAB Institute uses Streamchartz to collect and display social media content on its website. The institute provides training and consulting... services and wanted to boost its social media presence. Streamchartz Social Wall helps them show user-generated content from multiple platforms. This keeps visitors engaged and helps them understand the institute’s work. The tool also saves time on website content creation and supports brand awareness goals.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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Kitaboo helped a U. S. cybersecurity training provider cut certification time by 80%. The process now takes just 2 days...instead of over a week. Learner satisfaction increased and compliance improved. The provider also saved 25% using Kitaboo’s digital solutions. Kitaboo was chosen after evaluating five platforms over six months.
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Optimizely Content Cloud helped Institute for Supply Management modernize their digital platform. ISM reduced print needs and improved content reach... for over 50,000 members. The new platform supports personalized experiences and decentralized content management. ISM now tracks content engagement to inform strategy and boost member satisfaction. The solution enables future digital growth and supports their mission to advance supply management.
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Sitecore Content Hub helped GP Strategies double its digital course output from 1,000 to nearly 3,000 in two years. The platform made... it easier for teams to create, manage, and deliver training content worldwide. GP Strategies reduced time and costs for producing and hosting workforce training programs. Early client involvement improved course quality and sped up publishing. Teams now collaborate better and reuse more content, supporting the company's 'One GP' strategy.
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Aon replaced six Salesforce systems with Oracle Fusion Cloud Sales. The company unified global sales data and collaboration in one... workspace. This improved forecasting and made client service faster and more consistent. Teams now operate with more speed and accuracy. Aon plans to use AI and automation for even better insights and efficiency.
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