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Measuring Learning Management System Success in Professional Training & Coaching Deployments

 

Gafta (Grain and Feed Trade Association) - Professional Training & Coaching - Medium

London, UK
Online training for industry professionals Partner course hosting and certification Member training Learning management

D2L Brightspace helped Gafta create an online learning hub for the grain and feed industry. Gafta expanded its training with... short courses and digital tools, reaching 400 professionals yearly. Staff upskilled in course design, using templates and automation to save time. The platform enabled branded partner courses and improved learner experience. Gafta saw a 49% increase in content engagement and commercialised its training, generating new revenue.

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Institute of Management Accountants (IMA) - Professional Training & Coaching - Large

Montvale, USA
B2B training platform modernization Global learning product rollout Customer education Learning management

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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Kate Northrup - Professional Training & Coaching - Small

Portland, USA
Membership site management Content delivery optimization Membership management Content strategy

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 - Professional Training & Coaching - Small

Calgary, Canada
Compliance training automation Online course sales to small businesses Compliance management Learning management

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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Math Professional Development Company - Professional Training & Coaching - Small

USA
Digital math assessment creation and tracking Assessment management Education technology

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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Michigan Small Business Development Center - Professional Training & Coaching - Medium

Grand Rapids, USA
Cybersecurity awareness training for entrepreneurs Cybersecurity training Entrepreneurship enablement

ELB Learning created a cybersecurity course for the Michigan Small Business Development Center. The goal was to help entrepreneurs and... small business owners become more cyber-resilient. The course used self-paced eLearning modules with a comic book style and story-based learning. Learners practiced real-world scenarios to build skills against digital threats. The program increased awareness and gave practical tips to protect small businesses from cyber attacks.

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Cornerstone Healthcare Training - Professional Training & Coaching - Small

USA
Online training for caregiver education Learning management Caregiver training

DigitalChalk helped Cornerstone Healthcare Training move from in-person to online learning. The switch allowed them to train thousands of long-term... care workers across Washington. They saved a lot of money and reduced travel and scheduling problems. Learners liked the new system and found it easy to use. Staff also became more efficient. DigitalChalk’s support team made the transition smooth and helped Cornerstone grow its programs.

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713 Training - Professional Training & Coaching - Small

USA
Online legal education delivery Course sales and enrollment management Online learning platforms Professional certification

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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Professional Petroleum Data Management Association (PPDM) - Professional Training & Coaching - Small

Calgary, Canada
Online courseware development International course sales enablement Learning management systems Content digitization

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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Salience Learning - Professional Training & Coaching - Small

New York, USA
Blended learning program delivery Customer and partner education Customer education Blended learning

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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Wilmington PLC - Professional Training & Coaching - Medium

London, UK
Centralized training management for multiple brands Automated instructor coordination and event setup Learning management Training operations

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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CHART Healthcare Academy - Professional Training & Coaching - Large

USA
Healthcare staff training and assessment Workforce management Professional development

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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Slick Business - Professional Training & Coaching - Small

UK
Membership site creation for online courses Automated course enrollment and management Online course delivery Membership management

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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Boss Project - Professional Training & Coaching - Small

USA
Online course and membership delivery Digital product sales automation Online education Membership management

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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SimiTree - Professional Training & Coaching - Medium

USA
Employee onboarding and compliance training Client training delivery for regulatory updates Workforce management Compliance management

Easy LMS helped SimiTree speed up training and improve compliance. SimiTree used Easy LMS to centralize onboarding and ongoing education... for staff and clients. Clients completed assessments 5-10 minutes faster, saving time each day. SimiTree offered free online training, reducing costs for clients. The platform helped clients avoid Medicare fines and improved coding accuracy. SimiTree gained a competitive edge in the home care and hospice sector.

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Clinical IQ - Professional Training & Coaching - Small

USA
Pharmacy technician safety training Workforce management Compliance management

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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Clinical IQ - Professional Training & Coaching - Small

USA
Pharmacy technician safety training Workforce management Compliance management

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 - Professional Training & Coaching - Medium

Alton, USA
Workforce training standardization Compliance and leadership development Employee training Compliance management

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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ej4 - Professional Training & Coaching - Small

St. Louis, USA
Training content delivery across LMSs License management for course providers Learning management Content distribution

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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Optimé International - Professional Training & Coaching - Medium

Toronto, Canada
Blended virtual training delivery Facilitator-led online learning Learning and development Employee engagement

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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A prominent global professional services firm - Professional Services - Very Large

Employee onboarding engagement Employee onboarding Employee engagement

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 - Professional Training & Coaching - Medium

Schaumburg, USA
Professional development course management Multi-language learning program delivery Learning management systems Professional certification training

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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MMM Consulting - Professional Training & Coaching - Small

Bucharest, Romania
Hybrid training program delivery Collaborative learning management Learning management Employee training

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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Deloitte UK - Professional Training & Coaching - Very Large

London, UK
Digital onboarding for new practitioners Capability development for sales teams Employee onboarding Learning and development

Totara helped Deloitte UK launch a digital onboarding journey for Major Programmes practitioners. Over 500 employees completed the program in... the first year, with an 85% satisfaction rate. The onboarding included online modules, in-person workshops, and mobile access. Automated emails and personal reflection logs kept learners engaged and on track. The program's success led to international expansion and new sales opportunities for Deloitte.

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Cegos - Professional Training & Coaching - Large

Paris, France
Personalised learning path automation Multilingual training delivery Learning management systems Employee training

Moodle Workplace helped Cegos deliver personalised learning to over 55,000 users worldwide. Cegos needed a flexible LMS to support multilingual,... scalable training across 50+ countries. Their old platform could not keep up with growing demand and customisation needs. Moodle Workplace enabled automated, tailored learning journeys for each user. Cegos now manages diverse, localised training efficiently and plans to add AI and gamification features.

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TTEC - Professional Training & Coaching - Very Large

Englewood, USA
Call center agent onboarding Employee retention improvement Employee training Customer experience management

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 - Professional Training & Coaching - Small

Canada
Certification program delivery Corporate and business training Learning management Certification management

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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Alphonse - Professional Training & Coaching - Small

Paris, France
Online learning for retirees Professional training Education

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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First Friday - Professional Training & Coaching - Small

UK
Retail workforce training enablement Employee training

Learning Pool Platform helped First Friday solve key retail training challenges. The platform enabled social and collaborative learning for distributed... workforces. It integrated with legacy systems and worked on any device. Gamification and regular updates kept content fresh and engaging. First Friday saw strong interest from organizations after launch.

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First Friday - Professional Training & Coaching - Small

UK
Retail workforce training enablement Employee training

Learning Pool Platform helped First Friday solve key retail training challenges. The platform enabled social and collaborative learning for distributed... workforces. It integrated with legacy systems and worked on any device. Gamification and regular updates kept content fresh and engaging. First Friday saw strong interest from organizations after launch.

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Potential Unleashed - Professional Training & Coaching - Small

New Zealand
Pre-workshop participant engagement Employee training

Intuto helped Potential Unleashed boost pre-workshop engagement for Mitre 10’s leadership training. Participants accessed a custom online workbook with videos,... audio, and interactive comments. The average completion rate was 90%, with each participant spending about 2 hours online. Ninety comments were posted, driving peer learning and discussion. Staff feedback was very positive, highlighting easy access on any device and strong engagement before the workshop.

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VFM Associates - Professional Training & Coaching - Medium

iSpring Suite helped VFM Associates deliver custom eLearning and business training in over 50 countries. The company used iSpring Suite,... iSpring LMS, and iSpring Presenter to create, adapt, and deploy training materials for clients. VFM Associates improved training design, content creation, and client support with iSpring tools. The partnership enabled clients to build their own training and expand their distribution networks. iSpring products also enhanced VFM Associates' internal team skills and brand visibility.

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VFM Associates - Professional Training & Coaching - Medium

iSpring Suite helped VFM Associates deliver custom eLearning and business training in over 50 countries. The company used iSpring Suite,... iSpring LMS, and iSpring Presenter to create, adapt, and deploy training materials for clients. VFM Associates improved training design, content creation, and client support with iSpring tools. The partnership enabled clients to build their own training and expand their distribution networks. iSpring products also enhanced VFM Associates' internal team skills and brand visibility.

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Council for Certification in Volunteer Administration (CCVA) - Professional Training & Coaching - Small

YouTestMe GetCertified helped the Council for Certification in Volunteer Administration automate certification and recertification. CCVA needed a secure, remote testing... solution that was easy for all users. The platform provided AI proctoring to prevent cheating and automated certificate management. CCVA saved time with automated processes and strong technical support. The client praised YouTestMe for its user-friendly design and responsive support.

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BostonSpeaks - Professional Training & Coaching

Kit Pang started BostonSpeaks to help people overcome their fear of public speaking. He began by hosting local workshops and... promoting them online. Kit struggled with using multiple tools to manage his business. He switched to Kajabi, an all-in-one platform, which simplified his operations. As a result, BostonSpeaks increased its revenue 10x in two years and became a six-figure business.

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Measuring CRM Success in Professional Training & Coaching Deployments

 

Prevailance - Professional Services - Small

Virginia Beach, USA
Payroll and HR system integration Automated financial close process Payroll automation Financial management

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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PremCom - Professional Services - Small

Buffalo, USA
Sales pipeline visibility improvement Sales forecasting and reporting Sales management CRM implementation

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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Morningside - Translation Services - Medium

New York, USA
Project communication management Workload tracking and distribution Collaboration management Project tracking

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 - Professional Training & Coaching - Small

Prague, Czech Republic
Training and consulting workflow automation Email campaign management for client outreach Workflow automation Project tracking

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 - Professional Training & Coaching - Small

Canada
Training management and tracking Seasonal email marketing automation Training management Email marketing

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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Tracey Jazmin - Professional Training & Coaching - Small

Edmonton, Canada
Client onboarding automation Personalized client communications Client management Workflow automation

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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LeadersBridge - Professional Training & Coaching - Small

St. Louis, USA
Automated client communication Customer segmentation for outreach Customer engagement Lead management

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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Dev Gadhvi - Professional Training & Coaching - Small

India
Business process support Customer support

Target Integration helped Dev Gadhvi and his team with ongoing support. The testimonial highlights the value of responsive assistance. Dev... Gadhvi appreciates the help received whenever needed. The team looks forward to continued collaboration. This shows the importance of reliable business process support.

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Ceméa - Professional Training & Coaching - Medium

France
Training program management and invoicing Workforce management

Axelor's Low-code platform helped Ceméa manage invoicing, training follow-up, and customer files across France and overseas territories. Ceméa needed a... scalable ERP to unify 25 associations and support e-commerce growth. Axelor enabled 400 employees to use a single system, with 350 using it daily for core processes. The rollout included dedicated support and training for each branch. Ceméa plans to add HR and CRM modules to further expand capabilities.

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Martec International - Professional Training & Coaching - Small

UK
Client relationship management Customer engagement

Martec International needed a CRM that matched how they managed client relationships. Collier Pickard delivered a highly customised Maximizer CRM... solution. The new system made it easier for Martec to track and manage customer relationships. This freed up time for Martec to focus on business growth. The CRM fit their business needs and improved efficiency.

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Combat Ready - Professional Training & Coaching - Small

Pipedrive helped Combat Ready move from manual spreadsheets to a streamlined CRM. The team now uses the Kanban pipeline and... Insights features to track 11 key metrics and manage 13 sales stages. Custom pipelines support their training and coaching business. Color-coded deal labels and visual dashboards make sales tracking simple. The result is better workflow efficiency and clear sales process visibility.

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Australian Institute of Credit Management (AICM) - Professional Training & Coaching - Medium

Membes AMS helped the Australian Institute of Credit Management (AICM) automate membership management, event registration, and CPD tracking. AICM replaced siloed... systems with a single platform, saving significant administration time. The team saw a streamlined onboarding process, handling 100 new members automatically instead of manually. Improved data analytics now support better member engagement and targeted communications. The system's flexibility and strong support empowered AICM to focus on strategic goals.

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Procurement Advisory Company - Professional Training & Coaching

SymVolli helped a procurement advisory company create a transparent, collaborative community for project management. The company needed a system to... connect teams across locations and provide a full audit trail without extra admin work. SymVolli enabled secure team setup, access control, and a portal for external users. The company achieved its goal of building a social network for partners and improved collaboration. The managing director confirmed their original objective was achieved with SymVolli.

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PowerPivotPro - Professional Services

Precursive helped PowerPivotPro double their financial forecasting window to 2 months. The team now saves 30 hours each month by... streamlining systems. All work is managed on the Salesforce platform. PowerPivotPro automated project costing and improved capacity planning. The company now has a real-time view of billable utilization and less admin time.

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Sara - Professional Services

Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers.... Sara is considered an average value customer by traditional metrics, but her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.

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Backswing Golf Events - Professional Services

monday CRM helped Backswing Golf Events organize their sales and event management. Before, they used spreadsheets and email, which made... it hard to track leads and manage details. With monday CRM, they built a system that fit their business and allowed over 200 freelance golfers to access it for free. The team now tracks leads, manages sales, recruits golfers, and runs events in one place. This change saved the sales team a lot of time and made their workflow much faster.

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A car rental company in the United Kingdom - Professional Services

ChargeOn integrated with Salesforce helped a UK car rental company solve payment processing issues. The company faced problems with multi-currency... payments, fraud risk, and high processing fees. ChargeOn enabled secure, multi-currency payments and used Stripe's fraud detection tools. Experts negotiated lower fees and improved payment flows. The business expanded in Europe and saw better ROI and customer satisfaction.

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A car rental company in the United Kingdom - Professional Services

ChargeOn integrated with Salesforce helped a UK car rental company solve payment processing issues. The company faced problems with multi-currency... payments, fraud risk, and high processing fees. ChargeOn enabled secure, multi-currency payments and used Stripe's fraud detection tools. Experts negotiated lower fees and improved payment flows. The business expanded in Europe and saw better ROI and customer satisfaction.

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Crestcom Intl. - Professional Training & Coaching - Medium

Pipeliner CRM gave Crestcom Intl. full visibility into area representatives and franchisees. The platform's hierarchy and security features let them... create custom roles for their franchise model. Crestcom used the reporting engine to build real-time dashboards and automate manual processes. Franchise units found the CRM easy to use and affordable. The team now manages all data in one place and can quickly update fields and reports.

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Eight Eleven Group - Professional Services

Zendesk and AssetSonar helped Eight Eleven Group support over 900 employees. The company replaced a shared inbox with Zendesk to... manage internal requests. Automation features like macros and triggers improved response times and efficiency. Customization allowed teams to create help articles and custom portals. Now, 95% of employee requests get a first response within one hour. AssetSonar integration made IT asset tracking faster and easier.

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Eight Eleven Group - Professional Services

Zendesk and AssetSonar helped Eight Eleven Group support over 900 employees. The company replaced a shared inbox with Zendesk to... manage internal requests. Automation features like macros and triggers improved response times and efficiency. Customization allowed teams to create help articles and custom portals. Now, 95% of employee requests get a first response within one hour. AssetSonar integration made IT asset tracking faster and easier.

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Professional Training & Coaching Clients Speak: The Impact of deploying Revenue Management solutions

Jessica Wilson / Advocacy Alley - Professional Training & Coaching - Small

USA
Self-advocacy coaching delivery Online course creation for patient empowerment Professional coaching Online course delivery

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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EMyth - Professional Training & Coaching - Small

Ashland, USA
Client onboarding automation Accounting process streamlining Client onboarding Accounting automation

EMyth used ChargeOver to improve client onboarding and accounting. Before, onboarding a new client took six hours and 100 steps.... Staff spent hours daily on manual transaction reconciliation. With ChargeOver, onboarding now takes just 20 minutes and six steps. EMyth saves four hours per day in accounting busywork.

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BrainBox - Professional Training & Coaching - Small

Financial reporting automation Financial reporting

Reach Reporting helped BrainBox improve business decisions by providing clear, customizable financial reports. Before, BrainBox used Xero but could not... get the insights needed for strategy. With Reach Reporting, they pulled data from Xero and created dashboards for directors and non-accountants. This made it easy to spot trends and make fast, informed choices. The tool let their accountants focus on fiscal strength while leaders made agile decisions.

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Diplomatic Language Services - Professional Training & Coaching - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract management. The company provides language services to government,... military, and private clients. They needed a way to handle many contracts and clients efficiently. Conga helped them reduce manual work and streamline document processes. This improved their workflow and saved time for their team.

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PERIKIN - Professional Services - Medium

Emburse helped PERIKIN move from Expensify to a more efficient expense management system. The company gained a digital audit trail... and better control of spending. Integrations with QuickBooks and AmTrav improved reporting and centralized travel data. PERIKIN reduced time spent on expenses and invoices by 75%. Users now get reimbursed within one week, and AP can handle more work without extra staff.

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PERIKIN - Professional Services - Medium

Emburse helped PERIKIN move from Expensify to a more efficient expense management system. The company gained a digital audit trail... and better control of spending. Integrations with QuickBooks and AmTrav improved reporting and centralized travel data. PERIKIN reduced time spent on expenses and invoices by 75%. Users now get reimbursed within one week, and AP can handle more work without extra staff.

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PERIKIN - Professional Services - Medium

Emburse helped PERIKIN move from Expensify to a more efficient expense management system. The company gained a digital audit trail... and better control of spending. Integrations with QuickBooks and AmTrav improved reporting and centralized travel data. PERIKIN reduced time spent on expenses and invoices by 75%. Users now get reimbursed within one week, and AP can handle more work without extra staff.

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PERIKIN - Professional Services - Medium

Emburse helped PERIKIN move from Expensify to a more efficient expense management system. The company gained a digital audit trail... and better control of spending. Integrations with QuickBooks and AmTrav improved reporting and centralized travel data. PERIKIN reduced time spent on expenses and invoices by 75%. Users now get reimbursed within one week, and AP can handle more work without extra staff.

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PERIKIN - Professional Services - Medium

Emburse helped PERIKIN move from Expensify to a more efficient expense management system. The company gained a digital audit trail... and better control of spending. Integrations with QuickBooks and AmTrav improved reporting and centralized travel data. PERIKIN reduced time spent on expenses and invoices by 75%. Users now get reimbursed within one week, and AP can handle more work without extra staff.

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EY Global Services - Professional Services

Billtrust helped EY Global Services expand global e-invoicing. EY needed to meet new EU regulations and handle many local requirements.... Billtrust unified data for all EY Member Firms and supported many invoice delivery methods. The joint team simplified technical solutions and reduced manual work. EY is now ready for EU e-billing rules and improved employee and customer experience.

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Amazonic - Professional Services - Medium

Holded helps Amazonic manage finances with ease. Amazonic uses Holded for invoicing, accounting, and CRM. The platform replaced manual Excel... processes. Amazonic values Holded's account summaries, sales graphs, and flexible invoicing. Holded gives Amazonic peace of mind in financial management. Amazonic calls Holded an "ERP for dummies" and recommends trying it.

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Environmental Science Associates (ESA) - Professional Services

Center helped Environmental Science Associates (ESA) fix slow and frustrating expense management. ESA used Center to make expense reporting fast... and easy. The new system saved ESA about $500,000 each year. Billing cycles dropped from 45 days to immediate. Employees now enjoy using the CenterCard app. ESA also gets strong customer support from Center.

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Sara - Professional Services

Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers.... Sara is considered an average value customer by traditional metrics, but her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.

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Sara - Professional Services

Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers.... Sara is considered an average value customer by traditional metrics, but her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.

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Sara - Professional Services

Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers.... Sara is considered an average value customer by traditional metrics, but her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.

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Top Stories in Professional Training & Coaching about adoption of Event Management software

 

Skillfluence - Professional Training & Coaching - Small

Edinburgh, UK
Trainer management automation Automated business reporting Workforce management Reporting and analytics

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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Management 3.0 - Professional Training & Coaching - Small

Facilitator license management automation Workshop scheduling and tracking Workforce management Event management

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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Skills Consulting Group - Professional Training & Coaching - Medium

Auckland, New Zealand
Virtual conference hosting for education Event management Education & training

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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Institute of Internal Auditors (IIA) - Professional Training & Coaching - Large

Lake Mary, USA
Event registration and attendee management Member engagement for professional associations Event management Member engagement

Cvent helped the Institute of Internal Auditors triple webinar attendance, reaching over 30,000 participants in a single event. The IIA managed... 79,000+ registrations and streamlined event operations using Cvent’s unified event management platform. Automated registration, CRM, and eCommerce integrations improved data accuracy and reduced manual work. Attendee Hub boosted engagement, satisfaction, and sponsor ROI with features like polling, Q&A, and appointment scheduling. The IIA saw higher repeat attendance, increased revenue, and faster CPE credit processing.

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Institute of Internal Auditors (IIA) - Professional Training & Coaching - Large

Lake Mary, USA
Event registration and attendee management Member engagement for professional associations Event management Member engagement

Cvent helped the Institute of Internal Auditors triple webinar attendance, reaching over 30,000 participants in a single event. The IIA managed... 79,000+ registrations and streamlined event operations using Cvent’s unified event management platform. Automated registration, CRM, and eCommerce integrations improved data accuracy and reduced manual work. Attendee Hub boosted engagement, satisfaction, and sponsor ROI with features like polling, Q&A, and appointment scheduling. The IIA saw higher repeat attendance, increased revenue, and faster CPE credit processing.

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Institute of Internal Auditors (IIA) - Professional Training & Coaching - Large

Lake Mary, USA
Event registration and attendee management Member engagement for professional associations Event management Member engagement

Cvent helped the Institute of Internal Auditors triple webinar attendance, reaching over 30,000 participants in a single event. The IIA managed... 79,000+ registrations and streamlined event operations using Cvent’s unified event management platform. Automated registration, CRM, and eCommerce integrations improved data accuracy and reduced manual work. Attendee Hub boosted engagement, satisfaction, and sponsor ROI with features like polling, Q&A, and appointment scheduling. The IIA saw higher repeat attendance, increased revenue, and faster CPE credit processing.

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Institute of Internal Auditors (IIA) - Professional Training & Coaching - Large

Lake Mary, USA
Event registration and attendee management Member engagement for professional associations Event management Member engagement

Cvent helped the Institute of Internal Auditors triple webinar attendance, reaching over 30,000 participants in a single event. The IIA managed... 79,000+ registrations and streamlined event operations using Cvent’s unified event management platform. Automated registration, CRM, and eCommerce integrations improved data accuracy and reduced manual work. Attendee Hub boosted engagement, satisfaction, and sponsor ROI with features like polling, Q&A, and appointment scheduling. The IIA saw higher repeat attendance, increased revenue, and faster CPE credit processing.

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Institute of Internal Auditors (IIA) - Professional Training & Coaching - Large

Lake Mary, USA
Event registration and attendee management Member engagement for professional associations Event management Member engagement

Cvent helped the Institute of Internal Auditors triple webinar attendance, reaching over 30,000 participants in a single event. The IIA managed... 79,000+ registrations and streamlined event operations using Cvent’s unified event management platform. Automated registration, CRM, and eCommerce integrations improved data accuracy and reduced manual work. Attendee Hub boosted engagement, satisfaction, and sponsor ROI with features like polling, Q&A, and appointment scheduling. The IIA saw higher repeat attendance, increased revenue, and faster CPE credit processing.

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Big 4 firm - Professional Services - Very Large

Hybrid event engagement for leadership Event engagement

SpotMe's hybrid event platform helped a Big 4 firm reach 80% app adoption for a leadership event. The event included... three live workshops over three months and ongoing community activities. 100 leaders participated remotely, using live sessions, Q&A, and discussion boards. The platform's intuitive interface and chatbot guided users. The firm achieved a 77% average watch ratio and over 50 questions asked, showing strong engagement.

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The Positive Edge - Professional Training & Coaching - Small

USA
Audience engagement in virtual presentations Corporate learning and development

Poll Everywhere helped The Positive Edge make online meetings more interactive. Tina Hallis used live word clouds, open-ended questions, and... multiple choice activities to engage audiences. She kept participants involved by adding interactive elements every ten minutes. Attendees enjoyed seeing their responses on the screen. Tina shared results with organizers for actionable feedback.

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The Office Gurus - Professional Services - Large

RingCentral Engage Voice and RingCX helped The Office Gurus cut a client's cost per lead by 55. 7%, saving $3.2...million yearly. The Office Gurus used RingCentral to manage all call center channels in one place. The solution improved agent efficiency and caller experience. Omnichannel support with RingCX let them centralize SMS, chat, email, and phone. Clients now get fast, reliable responses across all channels.

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The Chartered Institute of Building Services Engineers (CIBSE) - Professional Societies

Fonteva helped The Chartered Institute of Building Services Engineers (CIBSE) modernize its member management. CIBSE moved from manual, legacy systems... to Fonteva’s CRM, automating processes for over 20,000 members. Staff now update event pages easily and track member engagement with 20 metrics. Member engagement scoring supports GDPR compliance. Event planning is faster with online forms and event cloning. CIBSE saves time and improves the member experience.

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The Chartered Institute of Building Services Engineers (CIBSE) - Professional Societies

Fonteva helped The Chartered Institute of Building Services Engineers (CIBSE) modernize its member management. CIBSE moved from manual, legacy systems... to Fonteva’s CRM, automating processes for over 20,000 members. Staff now update event pages easily and track member engagement with 20 metrics. Member engagement scoring supports GDPR compliance. Event planning is faster with online forms and event cloning. CIBSE saves time and improves the member experience.

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Professional Training & Coaching examples of Driving Business Value with Authoring and Publishing

 

Michigan Small Business Development Center - Professional Training & Coaching - Medium

Grand Rapids, USA
Cybersecurity awareness training for entrepreneurs Cybersecurity training Entrepreneurship enablement

ELB Learning created a cybersecurity course for the Michigan Small Business Development Center. The goal was to help entrepreneurs and... small business owners become more cyber-resilient. The course used self-paced eLearning modules with a comic book style and story-based learning. Learners practiced real-world scenarios to build skills against digital threats. The program increased awareness and gave practical tips to protect small businesses from cyber attacks.

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KPMG US - Professional Services - Very Large

New York, USA
Marketing content creation automation Market research and intelligence gathering Content marketing Market research

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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Beca - Professional Services - Very Large

Auckland, New Zealand
PDF editing and markup for corporate staff Electronic signature management for business documents Document workflow automation eSignature management

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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Third Term Learning - Professional Training & Coaching - Small

Houston, USA
Multilingual training content creation Rapid e-learning course development Workplace learning Content localization

Third Term Learning used Articulate 360 AI and Localization to deliver immersive, multilingual training faster. The company serves clients in... retail, healthcare, transportation, and energy. With AI Assistant, they cut course development time while keeping quality high. Built-in narration and closed captions improved accessibility. Localization let them adapt courses for global audiences without rebuilding content. Clients now get high-quality, custom training in multiple languages, meeting tight deadlines and business needs.

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SGS - Professional Training & Coaching - Very Large

Geneva, Switzerland
Technical process training rollout In-house elearning content creation Employee training Learning content authoring

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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Present Well-Being LLC - Professional Training & Coaching - Small

USA
Online mental health training delivery Continuing education certification for teachers Learning management Employee well-being

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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Michael Anderson - Professional Training & Coaching - Small

USA
Video funnel conversion optimization Customer engagement

Vidalytics helped Michael Anderson, a trainer for tech CEOs, boost his video funnel's profitability. Michael faced low engagement, with 40%... of viewers missing his link drop. Using Vidalytics analytics, he identified mobile traffic leaks and high skip rates. He optimized video settings, adjusted CTA timing, and added exit thumbnails. After these changes, Michael saw higher engagement and a profitable sales funnel.

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VFM Associates - Professional Training & Coaching - Medium

iSpring Suite helped VFM Associates deliver custom eLearning and business training in over 50 countries. The company used iSpring Suite,... iSpring LMS, and iSpring Presenter to create, adapt, and deploy training materials for clients. VFM Associates improved training design, content creation, and client support with iSpring tools. The partnership enabled clients to build their own training and expand their distribution networks. iSpring products also enhanced VFM Associates' internal team skills and brand visibility.

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Salience Learning - Professional Training & Coaching

dominKnow | ONE helped Salience Learning scale personalized learning. The team used dominKnow | ONE to break learning into smaller... objects. This allowed them to rebuild and customize only 30-40% of content per project. They achieved a 60% savings in development time. They also saw a 30-40% savings per project and a 40% reduction in Academy functional role development.

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Business negotiation expert - Professional Training & Coaching

Venngage helped a business negotiation expert engage their audience. The expert used Venngage to create visual content. This made presentations... more interesting. The tool helped the expert connect better with people. The expert found it easier to share ideas. Venngage made the expert's work stand out.

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theInterna - Professional Services - Small

Softr helped theInterna build a recruitment portal for startups and students. The new platform automated onboarding, profile management, and application... tracking. Startups now save over 5 hours per intern hire. TheInterna reduced admin time by 60%. The MVP was built in just one week using Softr, Airtable, and Make.

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Professional Training & Coaching examples of Driving Business Value with Webinar and Conferencing

Skill Builders - Professional Training & Coaching - Medium

Belgium
Automated appointment scheduling for coaching CRM integration for coaching workflow Customer engagement Workforce management

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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The Founding Moms - Professional Training & Coaching - Small

Chicago, USA
Webinar-based community engagement Remote learning for entrepreneurs Customer engagement Professional development

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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RSM US LLP - Professional Services - Very Large

Chicago, USA
Continuing education course delivery Professional certification management Customer education Compliance management

ON24 helped RSM US LLP scale its digital certification program. The team issued 40,000 certifications in one year, a 25%... increase. ON24 automated the certification workflow, saving over 200 hours of manual work annually. RSM used ON24’s branded templates, engagement tools, and Microsoft Dynamics integration. The platform enabled compliance, audience engagement, and global reach for continuing education courses.

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Skills Consulting Group - Professional Training & Coaching - Medium

Auckland, New Zealand
Virtual conference hosting for education Event management Education & training

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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Michael Lancto - Professional Training & Coaching - Small

USA
Online training delivery for coaching Virtual event hosting

WebinarNinja helped Michael Lancto deliver engaging online training for network marketers. He faced high costs and limited features with other... webinar tools. WebinarNinja offered affordable pricing, live Q&A, chat, and easy setup. Michael reconnected with his audience and improved training impact. He saved money and maintained a professional presence as a coach.

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Randstad - Professional Services

Dialpad Connect and Dialpad Support helped Randstad, the world's largest talent company, unify its global communications. Randstad replaced many local... phone systems with a single AI-powered cloud solution. This made it easier to manage IT and improved service quality everywhere. Recruiters now use AI features like call transcription and note-taking. Randstad saved 10% of recruiter time and sped up candidate screening for over 600,000 candidates worldwide.

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The Office Gurus - Professional Services - Large

RingCentral Engage Voice and RingCX helped The Office Gurus cut a client's cost per lead by 55. 7%, saving $3.2...million yearly. The Office Gurus used RingCentral to manage all call center channels in one place. The solution improved agent efficiency and caller experience. Omnichannel support with RingCX let them centralize SMS, chat, email, and phone. Clients now get fast, reliable responses across all channels.

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The Office Gurus - Professional Services - Large

RingCentral Engage Voice and RingCX helped The Office Gurus cut a client's cost per lead by 55. 7%, saving $3.2...million yearly. The Office Gurus used RingCentral to manage all call center channels in one place. The solution improved agent efficiency and caller experience. Omnichannel support with RingCX let them centralize SMS, chat, email, and phone. Clients now get fast, reliable responses across all channels.

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The Executive Institute - Professional Training & Coaching - Small

GoTo Webinar helped The Executive Institute move all events online when in-person gatherings stopped. The platform offered strong security, reliability,... and analytics. Member event usage more than doubled after switching to virtual events. Members now prefer the online format and want it to continue. The Executive Institute expects higher retention rates as more members benefit from the new model.

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The Executive Institute - Professional Training & Coaching - Small

GoTo Webinar helped The Executive Institute move all events online when in-person gatherings stopped. The platform offered strong security, reliability,... and analytics. Member event usage more than doubled after switching to virtual events. Members now prefer the online format and want it to continue. The Executive Institute expects higher retention rates as more members benefit from the new model.

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Dr. Kevin Polk - Professional Training & Coaching - Small

WebinarJam and its training helped Dr. Kevin Polk boost his webinar sales. Before using WebinarJam, he ran 499 webinars and... made only 1 sale, a 0.2% conversion rate. After implementing WebinarJam and the "5 Laws" training, his first webinar brought 8 sales, an 800% conversion rate per webinar. Key features included InfusionSoft integration and call-to-action buttons. Dr. Polk now enjoys more registrations, higher conversions, and less stress.

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How Content Management Systems is Delivering ROI for Professional Training & Coaching Leaders

Prosegur - Professional Services - Very Large

Madrid, Spain
Intranet and extranet modernization HR process integration Employee experience platforms Content management

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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Technical Safety BC - Professional Services - Medium

Vancouver, Canada
Website redesign and content consolidation Improving digital self-service for clients Website experience optimization Customer self-service

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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A leading professional association - Professional Training & Coaching - Very Large

Document management process automation Collaboration workflow optimization Content management Compliance management

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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Just In Time Packaging - Professional Services - Small

Melbourne, Australia
Document approval workflow automation Remote work enablement for compliance Document management Compliance management

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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LSS Connections - Professional Training & Coaching - Small

USA
Website accessibility redesign Content management system migration Website development Accessibility management

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 - Professional Training & Coaching - Small

New York, USA
Membership community management Remote worker productivity support Community management Employee productivity

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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MindGym - Professional Training & Coaching - Medium

London, UK
API development automation API management

Strapi helped MindGym speed up their development process. The team no longer needs to write custom query APIs. David Lush,... CTO at MindGym, says this change made their work much faster. MindGym can now bring new features to market quickly. The solution improved their workflow and saved time for the technology team.

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Hoodoo Digital - Professional Services

Fastly helps Hoodoo Digital deliver better customer experiences with Adobe Experience Manager. Hoodoo uses Fastly’s edge cloud platform for faster... site performance, reliable uptime, and built-in security. Platform TLS and Fastly API let Hoodoo automate certificate management for clients like Pacific Dental Services. This automation cut certificate provisioning from weeks to instant. Hoodoo’s clients now see faster page loads, better engagement, and improved security.

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Hoodoo Digital - Professional Services

Fastly helps Hoodoo Digital deliver better customer experiences with Adobe Experience Manager. Hoodoo uses Fastly’s edge cloud platform for faster... site performance, reliable uptime, and built-in security. Platform TLS and Fastly API let Hoodoo automate certificate management for clients like Pacific Dental Services. This automation cut certificate provisioning from weeks to instant. Hoodoo’s clients now see faster page loads, better engagement, and improved security.

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Enterprise & Training Company (ETC) - Professional Services - Medium

Laserfiche helped Enterprise & Training Company (ETC) automate onboarding and compliance. ETC managed a 100% increase in caseload without hiring... more staff. The team placed job seekers 50% faster than competitors. Automation saved 10-15 minutes per customer and $1.6 million in salary costs. Staff now spend more time helping customers and less on paperwork.

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How Social Media Marketing is Delivering ROI for Professional Training & Coaching Leaders

EVelop - Professional Training & Coaching - Small

Cleveland, USA
Social media scheduling for multiple brands Content calendar management Social media management Content marketing

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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Amplio Coaching - Professional Training & Coaching - Small

Social media content automation Content marketing for audience growth Content marketing Customer engagement

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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Salon Business Coach - Professional Training & Coaching - Small

New Zealand
Social media content automation Community engagement for coaching services Social media management Customer engagement

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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Parenting Expert - Professional Training & Coaching - Small

Social media content planning Content curation for audience engagement Social media management Content scheduling

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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True Life Purpose Now - Professional Training & Coaching - Small

USA
Social media management automation Social media management

ContentStudio helped True Life Purpose Now save $500–$1,000 each month by automating social media tasks. The team increased efficiency by... over 50% and kept a steady posting schedule. They used unified calendars, bulk scheduling, and a social inbox to manage all accounts. Website traffic went up, and their reach and follower count grew by 25%. ContentStudio made it easy to track performance and engage with their audience.

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Christian Coaching Network (CCN) - Professional Training & Coaching - Small

Online community building for coaching Community management

phpFox helped Christian Coaching Network (CCN) launch a digital community for faith-based coaching. Oliver Ranft needed an affordable, user-friendly platform... to connect members and manage coaching groups. phpFox provided built-in features, easy navigation, and customization without coding. CCN grew quickly, reaching over 3,118 posts and 28,214 comments. Members found the platform easy to use and highly engaging.

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Katie Seaman - Professional Training & Coaching - Small

Daily journaling for self-reflection Personal productivity

Day One helps Katie Seaman, a mindfulness coach, support her well-being and growth. She uses the app daily for journaling... and self-reflection. The app lets her process emotions and log important moments. Katie finds it easy to stay present and connected to her values. Day One is a trusted tool in her personal and professional journey.

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Dale Carnegie (three franchise locations: Georgia, Florida, Tennessee) - Professional Training & Coaching - Large

SocialMadeSimple ran a 90-day pilot for three Dale Carnegie franchise locations. The goal was to boost brand awareness and generate... leads using Facebook and Instagram marketing. SocialModo published 354 posts, reaching 50K+ people and earning 1.7K+ ad clicks. Paid campaigns delivered 128K+ impressions and a $35 average cost per lead. Dale Carnegie saw more website visits and new sign-ups for their professional training courses.

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Andrew Low - Professional Training & Coaching - Small

Pictory helped Andrew Low, a business coach, boost his social engagement and reach. He used Pictory's AI video generator to... turn text into engaging videos for social media. This made his content more dynamic and easy to share. As a result, Andrew saw improved engagement with his audience. Pictory's features helped him save time and create professional videos quickly.

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Measuring Customer Feedback Management Success in Professional Training & Coaching Deployments

 

Chartered Management Institute (CMI) - Professional Training & Coaching - Large

London, UK
Member insight community engagement Polling for thought leadership content Community engagement Market research

Alida helped the Chartered Management Institute (CMI) engage over 12,000 members through its "Managers Voice" insight community. CMI increased polling... frequency, gathering opinions on remote work, productivity, and inclusion. The platform enabled CMI to publish 6 major guidance documents and respond to government consultations. CMI's research led to 14 national media stories, raising its profile as a leader in management thought leadership.

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Institute of Internal Auditors (IIA) - Professional Training & Coaching - Large

Lake Mary, USA
Event registration and attendee management Member engagement for professional associations Event management Member engagement

Cvent helped the Institute of Internal Auditors triple webinar attendance, reaching over 30,000 participants in a single event. The IIA managed... 79,000+ registrations and streamlined event operations using Cvent’s unified event management platform. Automated registration, CRM, and eCommerce integrations improved data accuracy and reduced manual work. Attendee Hub boosted engagement, satisfaction, and sponsor ROI with features like polling, Q&A, and appointment scheduling. The IIA saw higher repeat attendance, increased revenue, and faster CPE credit processing.

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Professional Development and Research Institute on Blindness (PDRIB) - Professional Training & Coaching - Small

Ruston, USA
Accessible survey creation for visually impaired Survey accessibility

Alchemer helped the Professional Development and Research Institute on Blindness (PDRIB) create accessible surveys for visually impaired users. The platform enabled... researchers to launch surveys quickly and easily. Built-in accessibility features allowed both researchers and respondents to interact with surveys without barriers. PDRIB saw an 80% reduction in time spent programming surveys. Survey completion rates increased, and data quality improved, supporting more effective research.

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Dynargie Greece - Professional Training & Coaching - Medium

Geneva, Switzerland
Automated feedback collection for clients Employee experience management

SurveySparrow helped Dynargie Greece automate feedback collection for their clients. Before, they used manual surveys and spreadsheets, which took a... lot of time. With SurveySparrow, they set up custom surveys and got real-time, automated reports. This made it easy to spot strengths and blind spots in client organizations. The team saved hours on reporting and improved client satisfaction with detailed insights.

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Dynargie Greece - Professional Training & Coaching - Medium

Geneva, Switzerland
Automated feedback collection for clients Employee experience management

SurveySparrow helped Dynargie Greece automate feedback collection for their clients. Before, they used manual surveys and spreadsheets, which took a... lot of time. With SurveySparrow, they set up custom surveys and got real-time, automated reports. This made it easy to spot strengths and blind spots in client organizations. The team saved hours on reporting and improved client satisfaction with detailed insights.

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Dynargie Greece - Professional Training & Coaching - Medium

Geneva, Switzerland
Automated feedback collection for clients Employee experience management

SurveySparrow helped Dynargie Greece automate feedback collection for their clients. Before, they used manual surveys and spreadsheets, which took a... lot of time. With SurveySparrow, they set up custom surveys and got real-time, automated reports. This made it easy to spot strengths and blind spots in client organizations. The team saved hours on reporting and improved client satisfaction with detailed insights.

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Hannah Webb (employee at Davies Learning Solutions) - Professional Training & Coaching - Large

London, UK
Team leader apprenticeship development Employee training and development

Davies Learning Solutions supported Hannah Webb as she advanced from a business administration apprentice to a team leader. The Team Leader... Level 3 apprenticeship helped her gain management skills and confidence for her new role. Davies provided strong coaching and tutoring, making it easier for Hannah to balance work and study. She highlights the value of apprenticeships for building both knowledge and workplace skills.

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Developing Potential - Professional Training & Coaching - Small

SogoCX helped Developing Potential, a UK-based leadership consultancy, scale client services and boost lead generation. The team evaluated 10 survey... tools but struggled with manual, on-site surveys and high costs. SogoCX provided easy-to-use, professional survey features, advanced question types, and omnichannel distribution. This enabled Developing Potential to serve more clients, including small organizations, and expand their reach. The platform's competitive pricing and robust feedback management gave them a market edge.

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Nelson Emilio - Professional Training & Coaching - Small

BlockSurvey lets Nelson Emilio, a personal branding coach, create forms fast with full customization. He uses BlockSurvey to collect feedback... and audience data before and during training. Features like layout design, branding, logic jumps, and third-party integration help him control the process. He switched from Gravity Forms and Typeform for better flexibility. He values BlockSurvey's community and responsive support.

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Measuring Talent Management Success in Professional Training & Coaching Deployments

 

Second Sight Training Systems - Professional Training & Coaching - Small

USA
Compliance training for law enforcement Compliance management Online learning

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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Kittelson & Associates - Professional Services - Medium

Portland, USA
Performance review process improvement Continuous employee feedback management Performance management Employee engagement

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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AND Digital - Professional Training & Coaching - Medium

London, UK
Learning content curation for consultants Employee onboarding and upskilling Learning management Employee onboarding

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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ESG - Professional Training & Coaching - Large

UK
Risk assessment and compliance management Compliance management

ESG used Human Focus to improve safety skills on the job. They applied the platform for risk assessments, PUWER inspections,... LOLER inspections, and supervisor audits. The system helped ESG ensure compliance across multiple work processes. ESG's Safety, Health, Environment Director said it revolutionised their compliance approach. Human Focus supported ESG in transforming their work systems.

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EY - Professional Services

Beamery helped EY grow four different talent communities. EY wanted to improve hiring and make it more inclusive and fair.... With Beamery, EY used a new way to find and connect with talent. This led to a big increase in their talent community size. EY continues to focus on better and more equal hiring with Beamery's support.

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Innovative Services Inc. - Professional Services

Paycor helped Innovative Services Inc. improve HR and payroll processes. The company used Paycor’s HCM software to automate tasks and... reduce compliance risks. This led to more efficient workforce management and better employee development. Paycor’s solutions made it easier to manage benefits and scheduling. Innovative Services Inc. saw time savings and improved compliance with Paycor.

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Innovative Services Inc. - Professional Services

Paycor helped Innovative Services Inc. improve HR and payroll processes. The company used Paycor’s HCM software to automate tasks and... reduce compliance risks. This led to more efficient workforce management and better employee development. Paycor’s solutions made it easier to manage benefits and scheduling. Innovative Services Inc. saw time savings and improved compliance with Paycor.

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ALKU - Professional Services - Medium

Bullhorn One helped ALKU fix process inefficiency. Before, ALKU had to update client and candidate records in two places. This... caused errors and wasted time. Bullhorn One put all data in one spot, including charges and invoices. ALKU now saves time and avoids mistakes. ALKU grew from small to large with Bullhorn as a partner.

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Top Stories in Professional Training & Coaching about adoption of Email Marketing software

FTI Consulting - Professional Services - Large

Washington DC, USA
Marketing email creation and delivery Email marketing Marketing automation

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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Brigitte Langevin - Professional Training & Coaching - Small

Canada
Email marketing automation for consulting Email marketing Customer engagement

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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Better-Faster Academy - Professional Training & Coaching - Small

USA
Email newsletter engagement for coaching Customer engagement Email marketing

Kit helped Better-Faster Academy transform its email newsletter strategy. Becca Syme used Kit to send long, in-depth weekly emails to... a curated list of 2,600 subscribers. The newsletter achieved a 91.96% open rate and over 100 replies per issue. Kit’s analytics and A/B testing features supported audience engagement. The team values Kit for its alignment with creative coaching and community building.

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Platform for Connected Leadership (PCL) - Professional Training & Coaching - Small

Dubai, UAE
Course enrollment marketing via email Customer engagement Email marketing

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. - Professional Training & Coaching - Small

Guelph, Canada
Event marketing automation Email campaign management Event management Email marketing

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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Social Power - Professional Training And Coaching - Small

UK
Customer database cleaning and enrichment Cold email outreach campaign Email marketing Customer data management

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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Mindset Experts - Professional Training & Coaching - Small

UK
Sales process management for coaching Customer engagement

Mindset Experts used popcorn CRM to track their customer journey. The platform helped them see all their data in one... place. Joe Trodden, the founder, found the CRM intuitive and easy to use. He could make better business decisions with clear sales process insights. Features like pipelines, automation, and email marketing supported their growth.

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Copyhackers - Professional Training & Coaching

ZeroBounce helps Copyhackers keep their email list clean. Joanna Wiebe and her team use ZeroBounce's email validation before big launches... and when switching email platforms. This keeps their deliverability high and ensures they reach real people, not bots or abandoned accounts. Copyhackers sends newsletters, marketing, and transactional emails using ActiveCampaign and Customer.io. Regular list cleaning with ZeroBounce helps them get the most from every email sent.

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How Contact Center Software is Delivering ROI for Professional Training & Coaching Leaders

 

Atento - Professional Services - Very Large

Customer engagement process transformation AI-powered contact center automation Customer engagement Contact center management

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 - Professional Services - Very Large

Customer engagement process transformation AI-powered contact center automation Customer engagement Contact center management

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 - Professional Services - Very Large

Customer engagement process transformation AI-powered contact center automation Customer engagement Contact center management

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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CoachHub - Professional Training & Coaching - Medium

Berlin, Germany
Customer support call management CRM-integrated global communication Customer support CRM integration

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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Randstad - Professional Services

Dialpad Connect and Dialpad Support helped Randstad, the world's largest talent company, unify its global communications. Randstad replaced many local... phone systems with a single AI-powered cloud solution. This made it easier to manage IT and improved service quality everywhere. Recruiters now use AI features like call transcription and note-taking. Randstad saved 10% of recruiter time and sped up candidate screening for over 600,000 candidates worldwide.

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RestoPros - Professional Services - Medium

MightyCall helped RestoPros scale from a single location to nearly 100 franchises in two years. RestoPros used MightyCall's call flow... builder, SMS/MMS, and call recording to improve communication and compliance. The scalable phone system let new franchisees start small and grow as needed. RestoPros praised MightyCall's responsive customer support and affordable pricing. Most franchisees now use MightyCall for reliable business communication.

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Sprintzeal - Professional Training & Coaching

CallHippo helped Sprintzeal grow revenue faster. Sprintzeal used CallHippo's business phone system. The solution improved communication. This led to better... sales and support. Sprintzeal saw faster business growth with CallHippo.

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Measuring Project Management Success in Professional Training & Coaching Deployments

 

The Temporary Alternative - Professional Training & Coaching - Small

Australia
Client onboarding process automation Training project management Onboarding automation Training management

MeisterTask helped The Temporary Alternative, an IT training agency, streamline its client onboarding. By using project templates, the team reduced... meetings and emails. They improved communication and made training plans more consistent. The agency now onboards new clients to MeisterTask in just six hours. This fast process saves time and boosts client satisfaction.

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RevPartners - Professional Services - Small

Atlanta, USA
Client project delivery management Project management Workflow automation

RevPartners used ClickUp to replace Notion, Trello, and Asana. The team created a single workspace for all projects. They built... templates to standardize processes. This made it easier to plan and track work. RevPartners delivered client projects 64% faster after switching to ClickUp. The company improved transparency and cut tool sprawl.

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Cornerstone OnDemand - Professional Services

Kantata helped Cornerstone OnDemand improve revenue forecasting accuracy by 20%. Cornerstone faced challenges with limited time tracking and lack of... project visibility using OpenAir and spreadsheets. Kantata provided detailed time tracking, resource assignments, and resource forecasting. This led to a 30% increase in company scale and a 4% rise in resource utilization. Cornerstone also replaced three full-time business analysts with Kantata's solution.

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Trifermed - Professional Services - Small

Wrike helped Trifermed remove all internal and external email communication. Trifermed needed to centralize project management and keep client data... private. They used Wrike to standardize business development in the health sector. The company now manages all projects and communication in one platform. Trifermed eliminated 100% of email use for work.

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AdvanStaff HR - Professional Services

Rocketlane helped AdvanStaff HR cut implementation timelines by 50%. Before, the team used scattered spreadsheets and manual work for client... implementations. There was no single source of truth and poor visibility into workloads. After switching to Rocketlane, all implementations are centralized. The team has full visibility into tasks and progress. Customers use the Customer Portal to work directly with tasks and timelines. Implementation efficiency doubled in key areas like quoting and review.

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Titus Talent Strategies - Professional Training & Coaching - Medium

BigTime helped Titus Talent Strategies automate over 300 monthly invoices. Before BigTime, Titus faced errors and delays with manual billing... and limited reporting. BigTime's workflow automation, QuickBooks integration, and custom reporting improved invoice accuracy and speed. One team member now manages invoicing for 200+ clients. Bonus plan execution and revenue tracking for 120+ staff are now automated. Titus uses BigTime for strategic reporting and performance insights.

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Backswing Golf Events - Professional Services

monday CRM helped Backswing Golf Events organize their sales and event management. Before, they used spreadsheets and email, which made... it hard to track leads and manage details. With monday CRM, they built a system that fit their business and allowed over 200 freelance golfers to access it for free. The team now tracks leads, manages sales, recruits golfers, and runs events in one place. This change saved the sales team a lot of time and made their workflow much faster.

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Professional Training & Coaching Clients Speak: The Impact of deploying Sales Enablement solutions

Ignition Program - Professional Services - Small

Paris, France
Contract workflow automation in CRM Secure electronic signature management Contract management Sales enablement

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 - Professional Training & Coaching - Small

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

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

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BSI - Professional Training & Coaching - Large

London, UK
Sales and marketing alignment Commercial messaging transformation Sales enablement Go-to-market strategy

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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Startup 2 Standup - Professional Training & Coaching - Small

London, UK
Lead generation for membership growth Market feedback for business model refinement Lead generation Membership growth

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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UK Flour Millers - Professional Training & Coaching - Small

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

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

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Randstad - Professional Services

Dialpad Connect and Dialpad Support helped Randstad, the world's largest talent company, unify its global communications. Randstad replaced many local... phone systems with a single AI-powered cloud solution. This made it easier to manage IT and improved service quality everywhere. Recruiters now use AI features like call transcription and note-taking. Randstad saved 10% of recruiter time and sped up candidate screening for over 600,000 candidates worldwide.

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Center for Creative Leadership - Professional Training & Coaching - Large

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

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Professional Training & Coaching Success stories in Driving ROI and Results using Digital Signature solutions

Beca - Professional Services - Very Large

Auckland, New Zealand
PDF editing and markup for corporate staff Electronic signature management for business documents Document workflow automation eSignature management

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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Rastor Institute - Professional Training & Coaching - Medium

Helsinki, Finland
Agreement workflow automation Secure document distribution Contract management Workflow automation

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 - Professional Services - Small

California, USA
Proposal and contract management Creative asset organization and sharing Document management Client onboarding

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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Diplomatic Language Services - Professional Training & Coaching - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract management. The company provides language services to government,... military, and private clients. They needed a way to handle many contracts and clients efficiently. Conga helped them reduce manual work and streamline document processes. This improved their workflow and saved time for their team.

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Cléone Formation - Professional Training & Coaching

Cléone Formation is a training company that helps people develop soft skills using theater. They needed a way to simplify... and secure the signing of attendance sheets, which is important in their regulated field. Before Yousign, trainers lost time collecting manual signatures and could not get remote signatures. With Yousign, signatures are automated, archived, and secure. Trainers save time, focus more on training, and handle signatures for both in-person and remote sessions. In a year and a half, they processed 180 documents signed by 500 people, making their work easier and more efficient.

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DISYS (Digital Intelligence Systems, LLC) - Professional Services - Large

OneLogin enabled DISYS to deploy Office 365 to 4,650 users in just 30 minutes. DISYS needed secure, scalable identity management... for 650 employees and 4,000 consultants. OneLogin provided single sign-on, multi-factor authentication, and real-time directory integration. The solution eliminated the need for extra servers and reduced provisioning costs. DISYS now delivers secure access to cloud apps on any device, supporting rapid global growth.

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Professional Training & Coaching Success stories in Driving ROI and Results using Lead Generation solutions

 

Selling Made Social - Professional Training & Coaching - Small

LinkedIn lead generation automation Sales prospecting workflow optimization Lead generation Sales automation

Dux-Soup helped Selling Made Social double the top of their sales funnel. They achieved a 67% LinkedIn connection acceptance rate... using automated outreach. The tool cut prospecting time by 80% for consultants. Over five years, Dux-Soup supported $22 million in sales. The automation saved 1-2 hours per day for users. Selling Made Social now coaches others to use these LinkedIn strategies for better lead generation.

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Andrew Mellen Inc. - Professional Training & Coaching - Small

New York, USA
Website sign-up conversion Customer engagement

ProveSource helped Andrew Mellen Inc. increase website sign-ups. Andrew wanted to build trust and credibility with visitors and stand out... from competitors. He used ProveSource social proof notifications to show real-time sign-ups and boost confidence. After installing ProveSource, he saw more prospects signing up for free offers and paid programs. The tool made it easier for visitors to trust his services and take action.

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The Myers-Briggs Company - Professional Training & Coaching - Large

CIENCE helped The Myers-Briggs Company with outbound sales development. The Myers-Briggs Company wanted to improve lead generation and outreach. CIENCE... provided SDR-Team-as-a-Service and multi-channel outreach. The solution included targeted sales playbooks and custom research. This partnership supported The Myers-Briggs Company in reaching more prospects and growing their business.

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Karen Allen - Professional Training & Coaching - Small

Interact helped Karen Allen attract growth-minded clients with a strengths-based quiz. Her old quiz focused on mindset blockers and drew... people stuck in negative thinking. The new quiz uses scenario-based questions and positive psychology to engage action-oriented clients. Leads opt in through Flodesk and are segmented by mindset. The quiz builds trust by offering value before promoting Karen's coaching services.

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Immediate Happiness - Professional Training & Coaching - Small

LeadQuizzes helped Immediate Happiness grow their email list by 3,421 leads in one month. They used a relationship quiz and... Facebook ads to reach people interested in personal development. The cost per lead was only $0.32. This boosted their ability to impact more lives through coaching and workshops. LeadQuizzes made lead generation simple and effective.

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The Brooks Group - Professional Training & Coaching

Lead Assign helped The Brooks Group cut their speed to lead by over 55%. The company used Lead Assign’s technology... to route leads faster and improve sales team performance. Integration with HubSpot made the process smooth and efficient. The reporting dashboard gave valuable analytics. The Brooks Group now responds to leads in under five minutes, improving customer service and sales results.

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Top Stories in Professional Training & Coaching about adoption of Mobile Marketing software

 

Inspecta - Professional Training & Coaching - Large

Helsinki, Finland
Digital inspection form automation Field data centralization for billing Field data collection Customer engagement

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 - Professional Services - Small

Houston, USA
Passport and visa application tracking Client notification management Workflow automation Customer communication

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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Sleepless Media - Professional Services - Small

California, USA
Proposal and contract management Creative asset organization and sharing Document management Client onboarding

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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The Office Gurus - Professional Services - Large

RingCentral Engage Voice and RingCX helped The Office Gurus cut a client's cost per lead by 55. 7%, saving $3.2...million yearly. The Office Gurus used RingCentral to manage all call center channels in one place. The solution improved agent efficiency and caller experience. Omnichannel support with RingCX let them centralize SMS, chat, email, and phone. Clients now get fast, reliable responses across all channels.

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Practice Growth Institute - Professional Training & Coaching - Medium

Vibes SMS integrated with Adobe Marketo Engage helped Practice Growth Institute reach more practitioners. Their old platform, Twilio, was hard... to use and did not work well with Marketo. With Vibes, they now send SMS reminders for webinars and events easily. The team finds campaign setup simple and personal. SMS helps them keep leads engaged and grow their network.

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Lone Star Communications - Professional Services

Glide helped Lone Star Communications build a workforce management app for over 100 field technicians. Before Glide, technicians had to... log into multiple portals to access needed information. With the new app, they get data in two clicks on their mobile devices. The app saw over 80,000 interactions from 250+ users in one year. Lone Star saved time and quickly expanded to build more apps using Glide.

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How Collaboration and Productivity is Delivering ROI for Professional Training & Coaching Leaders

 

WISE - Professional Training & Coaching - Small

New York, USA
Community member management automation B2B partner onboarding automation Community management Workflow automation

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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Pravar Group - Professional Training & Coaching - Small

Australia
Client data management automation Coaching client portal creation Client data management Coaching operations

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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iDiscovery Solutions - Professional Services - Small

Washington, DC, USA
SharePoint data extraction for legal review eDiscovery and digital forensics

Vyapin’s SPListX for SharePoint helped iDiscovery Solutions quickly collect and export critical data for a legal review. iDS used SPListX... to search, target, and document relevant files from large SharePoint sites. The tool enabled fast data collection, saving the client time and money. Only 3-7% of SharePoint content needed legal review, reducing review time by up to 97%. SPListX’s reporting and reliability gave iDS confidence in their eDiscovery process.

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Sioo - Professional Training & Coaching

Fellow LMS helps Sioo blend face-to-face workshops with flexible online training. Sioo uses the platform to let participants practice and... keep their skills fresh. Social learning features support interaction and knowledge sharing. The system is easy to update and works for many users and teachers. Sioo values the user-friendly design and ongoing development with Fellow Digitals.

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Sara - Professional Services

Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers.... Sara is considered an average value customer by traditional metrics, but her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.

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EdyTraining - Professional Training & Coaching - Small

@RISK by Lumivero helps EdyTraining run Monte Carlo simulations in Excel for renewable energy projects. Manuel Carmona uses @RISK to... model risks and uncertainties for building hybrid solar and wind plants. The tool lets users quickly analyze power output, costs, and financial risks. Project managers can run thousands of scenarios and visualize results with graphs. This approach supports better decisions for manufacturing facilities using renewable energy.

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Professional Training & Coaching Clients Speak: The Impact of deploying Business Intelligence solutions

 

The Prep Institute - Professional Training & Coaching - Small

San Diego, USA
Business planning for nonprofit clients Collaborative grant proposal writing Business planning Grant management

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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A Global Professional Services Company - Professional Services - Very Large

Sales forecasting and pipeline management Resource and staffing planning Sales forecasting Resource management

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 - Professional Training & Coaching - Medium

Amsterdam, Netherlands
Embedded analytics for client dashboards Embedded analytics Client reporting

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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Hydromax USA - Professional Services - Medium

USA
Asset management and tracking Field data collection and reporting Field data collection Asset management

MobileFrame helped Hydromax USA digitize over 150 manual business processes. Hydromax replaced hundreds of spreadsheets with custom mobile apps, saving... $225,000 per year by eliminating manual data entry. The platform enabled real-time data access, improved safety, and streamlined asset management. Hydromax deployed 150+ apps with just 2 developers, boosting productivity and reducing errors. Leadership can now predict safety issues before they happen, making operations safer and more efficient.

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Daniel Desjardins - Professional Training & Coaching - Small

Canada
Localized checkout currency display Customer engagement

Geo Targetly helped Daniel Desjardins, an online marketing coach, solve currency confusion for global customers. European buyers dropped off when... faced with CAD prices, hurting sales. Using Geo Targetly's Geo Link, Daniel redirected visitors to checkout pages in their local currency. This made buying easier and boosted conversion rates. Customers now see the right price, feel confident, and complete purchases faster.

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Top Stories in Professional Training & Coaching about adoption of Website Builder software

 

Private business coach - Professional Training & Coaching - Small

White label website building for coaching clients Website building Coaching business enablement

Simvoly helped a business coach reach $10,000 in monthly recurring revenue with just 15 customers. The coach needed a simple,... all-in-one platform for clients to grow their businesses online. Simvoly replaced multiple tools, saving over $450 per month. The platform is easy to use, reliable, and offers strong support. Clients benefit from a streamlined, conversion-driven website solution.

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Project Management Institute (PMI) - Professional Training & Coaching - Large

Newtown Square, USA
Intranet experience transformation Employee engagement Intranet management

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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The Sandusky Group - Professional Training & Coaching - Small

Baltimore, USA
Website management for coaching services Lead capture and email marketing Website management Lead generation

B12 helped The Sandusky Group double its client base and save 10 hours a week on lead capture. The founder, Gerry... Sandusky, wanted to update his website anytime, anywhere, without delays. With B12, he quickly launched a new site that matched his brand and was easy to edit. Website traffic doubled, and lead magnets now drive more contacts. B12’s email marketing tool keeps branding consistent across all channels.

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Katie Seaman - Professional Training & Coaching - Small

Daily journaling for self-reflection Personal productivity

Day One helps Katie Seaman, a mindfulness coach, support her well-being and growth. She uses the app daily for journaling... and self-reflection. The app lets her process emotions and log important moments. Katie finds it easy to stay present and connected to her values. Day One is a trusted tool in her personal and professional journey.

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Sonia Quinones - Professional Training & Coaching

Divi helped Sonia Quinones build her freelance writing business website. She wanted full control over her site but had a... limited budget. Divi's support and easy customization let her design her site without fear. She learned to use CSS and felt confident to experiment. The Divi community and tools made her website project possible.

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Professional Training & Coaching Clients Speak: The Impact of deploying Community Management solutions

 

Investment Mastery - Professional Training & Coaching - Small

London, UK
Transitioning in-person seminars to online membership Membership site management Online course delivery

Memberium helped Investment Mastery move from in-person seminars to a digital membership site. The shift was driven by COVID-19 restrictions.... John Castro and his team quickly learned to manage webinars and online customer support. This change let them reach more people and offer flexible learning. Their membership numbers grew as a result. A strong team and focus on member value were key to their success.

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CoachHub - Professional Training & Coaching - Medium

Berlin, Germany
Online community building for coaches Resource sharing and networking Community management Customer engagement

CoachHub used Bettermode to build a private online community for over 3,500 coaches. The platform helped coaches connect, share resources,... and support each other. Bettermode's customization and analytics features made it easy to manage content and track engagement. CoachHub valued Bettermode's GDPR-compliant data residency for privacy. The result was a highly active, returning community with happier coaches and stronger relationships.

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Pavilion - Professional Training & Coaching - Medium

New York, USA
Community platform unification for member engagement Integration of membership operations and data Community management Member engagement

Pavilion used Hivebrite to unify its global go-to-market community. Member NPS scores rose after switching to a centralized platform. 75-80%... of Pavilion's 10,000+ members activated their accounts and returned often. Hivebrite's integrations with Salesforce and ChargeBee streamlined operations and improved data collection. Pavilion reduced its reliance on third-party data and improved member satisfaction.

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The Chartered Institute of Building Services Engineers (CIBSE) - Professional Societies

Fonteva helped The Chartered Institute of Building Services Engineers (CIBSE) modernize its member management. CIBSE moved from manual, legacy systems... to Fonteva’s CRM, automating processes for over 20,000 members. Staff now update event pages easily and track member engagement with 20 metrics. Member engagement scoring supports GDPR compliance. Event planning is faster with online forms and event cloning. CIBSE saves time and improves the member experience.

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Measuring Sales Performance Management Success in Professional Training & Coaching Deployments

Colt Technology Services - Professional Services - Large

London, UK
Incentive compensation management Commission plan reporting and adjustment Sales performance management Incentive compensation

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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Presidents Institute - Professional Training & Coaching - Medium

Copenhagen, Denmark
Sales performance tracking and motivation Member engagement and support monitoring Sales performance management Employee engagement

Plecto helped the Presidents Institute in Copenhagen boost sales team motivation and efficiency. Before Plecto, the team relied on slow,... manual weekly sales reports. With Plecto’s real-time dashboards and gamification, they now track sales, marketing, and member success instantly. The platform’s easy integration with Zoho and Aircall lets teams see live KPIs and celebrate achievements. This shift created a culture of recognition and data-driven decisions across the business.

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Diplomatic Language Services - Professional Training & Coaching - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract management. The company provides language services to government,... military, and private clients. They needed a way to handle many contracts and clients efficiently. Conga helped them reduce manual work and streamline document processes. This improved their workflow and saved time for their team.

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Professional training & coaching company - Professional Training & Coaching

Observe. AI helped a professional training & coaching company improve sales associate performance. The company used data-backed scorecards and 100%...interaction analysis to give clear feedback and boost coaching. Monthly call evaluations rose by 73%, from 55 to 205 in three months. Performance score averages improved by 84%. The company scaled onboarding and created a culture of continuous improvement.

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Top Stories in Professional Training & Coaching about adoption of Marketing Automation software

 

Centriq - Professional Training & Coaching - Small

Kansas City, USA
SEO optimization for informational content Content marketing SEO

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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SGS - Professional Training & Coaching - Very Large

Geneva, Switzerland
Health and safety reporting automation Incident management for global operations Health and safety management Reporting and analytics

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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Bićanić Consulting - Professional Training & Coaching - Small

Flowlu helped Bićanić Consulting cut admin time by 30%. The team used Flowlu CRM and project management tools to manage... sales training projects. They saw a 25% drop in internal back-and-forth and delivered projects 15% faster. Flowlu replaced manual spreadsheets, making work more organized. The company now handles more training sessions with less effort.

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Backswing Golf Events - Professional Services

monday CRM helped Backswing Golf Events organize their sales and event management. Before, they used spreadsheets and email, which made... it hard to track leads and manage details. With monday CRM, they built a system that fit their business and allowed over 200 freelance golfers to access it for free. The team now tracks leads, manages sales, recruits golfers, and runs events in one place. This change saved the sales team a lot of time and made their workflow much faster.

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Professional Training & Coaching examples of Driving Business Value with E-Commerce Platform

 

Katie Seaman - Professional Training & Coaching - Small

Daily journaling for self-reflection Personal productivity

Day One helps Katie Seaman, a mindfulness coach, support her well-being and growth. She uses the app daily for journaling... and self-reflection. The app lets her process emotions and log important moments. Katie finds it easy to stay present and connected to her values. Day One is a trusted tool in her personal and professional journey.

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Sara - Professional Services

Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers.... Sara is considered an average value customer by traditional metrics, but her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.

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Dr. Kevin Polk - Professional Training & Coaching - Small

WebinarJam and its training helped Dr. Kevin Polk boost his webinar sales. Before using WebinarJam, he ran 499 webinars and... made only 1 sale, a 0.2% conversion rate. After implementing WebinarJam and the "5 Laws" training, his first webinar brought 8 sales, an 800% conversion rate per webinar. Key features included InfusionSoft integration and call-to-action buttons. Dr. Polk now enjoys more registrations, higher conversions, and less stress.

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The Chartered Institute of Building Services Engineers (CIBSE) - Professional Societies

Fonteva helped The Chartered Institute of Building Services Engineers (CIBSE) modernize its member management. CIBSE moved from manual, legacy systems... to Fonteva’s CRM, automating processes for over 20,000 members. Staff now update event pages easily and track member engagement with 20 metrics. Member engagement scoring supports GDPR compliance. Event planning is faster with online forms and event cloning. CIBSE saves time and improves the member experience.

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Professional Training & Coaching examples of Driving Business Value with Sales Training and Onboarding

 

Michigan Small Business Development Center - Professional Training & Coaching - Medium

Grand Rapids, USA
Cybersecurity awareness training for entrepreneurs Cybersecurity training Entrepreneurship enablement

ELB Learning created a cybersecurity course for the Michigan Small Business Development Center. The goal was to help entrepreneurs and... small business owners become more cyber-resilient. The course used self-paced eLearning modules with a comic book style and story-based learning. Learners practiced real-world scenarios to build skills against digital threats. The program increased awareness and gave practical tips to protect small businesses from cyber attacks.

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Knowledge Services - Professional Training & Coaching - Medium

Indianapolis, USA
Employee learning and development programs Content curation and engagement tracking Learning and development Employee engagement

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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Menemsha Group - Professional Training & Coaching - Small

Massachusetts, USA
Sales training program delivery Onboarding and enablement for recruiters Sales enablement Employee onboarding

Mindtickle helped Menemsha Group shift from in-person sales training to a scalable SaaS model. The platform enabled continuous, trackable training... and coaching for hundreds of client reps at once. Menemsha Group now delivers onboarding, enablement, and coaching with robust analytics. 95% of its revenue comes from licensing Mindtickle and content access. Clients see faster ramp times and higher revenue attainment for new hires.

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Extraordinary Training Company - Professional Training & Coaching

GiraffePad helped the Extraordinary Training Company deliver a 10-week online training program to over two thousand participants. Many learners used... an online platform for the first time. GiraffePad's intuitive design made it easy for trainers to share resources and for learners to collaborate. The chat feature helped build a strong learning community. Trainers saved time by pooling materials in one place.

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Measuring Proposal Management Success in Professional Training & Coaching Deployments

 

Diplomatic Language Services - Professional Training & Coaching - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract management. The company provides language services to government,... military, and private clients. They needed a way to handle many contracts and clients efficiently. Conga helped them reduce manual work and streamline document processes. This improved their workflow and saved time for their team.

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WSP - Professional Services - Very Large

QorusDocs AI-powered proposal management software helped WSP automate and speed up its pursuits process. WSP faced slow, outdated systems that... made proposal creation hard and time-consuming. With QorusDocs, WSP now quickly assembles bids, reuses content, and works better across teams using Microsoft 365 integration. The platform saves time, cuts costs, and lets staff focus on client work and innovation. WSP can now handle more proposals and grow revenue without adding more staff.

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Genpact - Professional Services

Responsive LookUp and Response Projects helped Genpact's BidPro team boost efficiency by 30%. The team now uses a comprehensive content... library, making proposal creation faster and easier. Over 90% of their new content is used in proposals. Bid managers access pre-approved content directly in Microsoft 365. Proposal quality and team morale improved, and onboarding is faster.

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Professional Training & Coaching examples of Driving Business Value with E-Commerce Software

 

Diplomatic Language Services - Professional Training & Coaching - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract management. The company provides language services to government,... military, and private clients. They needed a way to handle many contracts and clients efficiently. Conga helped them reduce manual work and streamline document processes. This improved their workflow and saved time for their team.

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EY Global Services - Professional Services

Billtrust helped EY Global Services expand global e-invoicing. EY needed to meet new EU regulations and handle many local requirements.... Billtrust unified data for all EY Member Firms and supported many invoice delivery methods. The joint team simplified technical solutions and reduced manual work. EY is now ready for EU e-billing rules and improved employee and customer experience.

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View from the Top - Professional Training & Coaching - Medium

SubscriptionFlow helped View from the Top manage complex subscription billing for their ISI Men and ISI Women coaching programs. The challenge was... to support hybrid billing and proration for different plans. SubscriptionFlow delivered a subscription management system with Stripe integration and dunning management. The solution automated billing, handled proration, and improved payment processing for their coaching services.

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How Help Desk is Delivering ROI for Professional Training & Coaching Leaders

Tiger Feet Limited - Professional Services - Small

Manchester, UK
IT ticketing and incident management Asset management for remote teams IT service management Asset management

SysAid Spaces helped Tiger Feet Limited organize their IT operations. The IT team saw a 75% improvement in issue resolution... time. Asset management became clear and easy, replacing messy spreadsheets and post-it notes. The Ticket Journey feature improved team communication and productivity. End users are now happier, and IT tasks are easier to track and manage. SysAid’s user-friendly design made the transition smooth and boosted satisfaction.

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The Executive Institute - Professional Training & Coaching - Small

GoTo Webinar helped The Executive Institute move all events online when in-person gatherings stopped. The platform offered strong security, reliability,... and analytics. Member event usage more than doubled after switching to virtual events. Members now prefer the online format and want it to continue. The Executive Institute expects higher retention rates as more members benefit from the new model.

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Eight Eleven Group - Professional Services

Zendesk and AssetSonar helped Eight Eleven Group support over 900 employees. The company replaced a shared inbox with Zendesk to... manage internal requests. Automation features like macros and triggers improved response times and efficiency. Customization allowed teams to create help articles and custom portals. Now, 95% of employee requests get a first response within one hour. AssetSonar integration made IT asset tracking faster and easier.

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How Sales Engagement is Delivering ROI for Professional Training & Coaching Leaders

 

Chickasaw Nation Industries (CNI) - Professional Services - Large

Norman, USA
Internal communications analytics and engagement Employee training resource distribution Employee communications Employee engagement

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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Leverage - Professional Training & Coaching - Small

New York, USA
Outbound communications management Email campaign performance tracking Customer engagement Sales automation

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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Randstad - Professional Services

Dialpad Connect and Dialpad Support helped Randstad, the world's largest talent company, unify its global communications. Randstad replaced many local... phone systems with a single AI-powered cloud solution. This made it easier to manage IT and improved service quality everywhere. Recruiters now use AI features like call transcription and note-taking. Randstad saved 10% of recruiter time and sped up candidate screening for over 600,000 candidates worldwide.

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How Sales Intelligence is Delivering ROI for Professional Training & Coaching Leaders

 

ASB Business Services - Professional Training & Coaching - Small

Columbus, USA
Lead generation and prospect research Client outreach and relationship management Lead generation Client engagement

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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ActionCOACH (Jamie Goral, franchisee) - Professional Training & Coaching - Medium

Las Vegas, USA
B2B lead generation for business coaching Contact data enrichment for sales outreach Lead generation Sales prospecting

Cognism helped ActionCOACH, a business coaching franchise, connect with over 30 qualified B2B leads. Jamie Goral, a London-based franchisee, used... Cognism’s platform and browser extension to access accurate contact data for business owners in his target market. The team booked meetings with more than 30 prospects, estimating at least £100k in future revenue. Cognism’s data enrichment and direct dials improved connect rates and streamlined outreach. The easy onboarding and responsive support team enabled quick adoption and results.

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Carew International - Professional Training & Coaching

Carew International needed to adapt to big changes in sales and customer engagement. They wanted to use new digital tools... to help their team and their clients. They chose Smart Rooms from JourneyDXP for their asynchronous digital sales needs. Since 2020, they have used 288 Smart Rooms with over 5,600 client contacts and 57,000 engagement events. The results have been very positive for their sales, training, and internal teamwork.

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Measuring SEO Success in Professional Training & Coaching Deployments

 

Wunderman Thompson - Professional Services - Very Large

New York, USA
Website monitoring and alerting for SEO SEO monitoring Website health management

Wunderman Thompson used Conductor Website Monitoring to protect their Fortune 500 client websites. Before using Conductor, they missed critical issues... like Google Analytics failures until it was too late. With 24/7 real-time monitoring and proactive alerts, they now catch problems like page speed, duplicate content, and 404 errors before they impact search visibility. The SEO, content strategy, and analytics teams all benefit from instant alerts and full site awareness. This keeps client sites healthy and avoids costly data loss.

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Mike Mandel Hypnosis - Professional Training & Coaching

Mike Mandel Hypnosis wanted a better way to measure and grow their business. They joined ELITE for its 90 day... planning and group coaching. The 30 day kickstart and workshops helped them focus and take action. They used a workshop to improve their client onboarding. Now, over 80% of their trial customers become paid customers. They also had their most profitable month during COVID.

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A B2B provider of project management training courses - Professional Training & Coaching

SEO PowerSuite helped a B2B project management training company grow organic search traffic by 320% in 24 months. The company started... with under 10,000 visitors per month and reached over 30,000. The campaign focused on technical SEO audits, content optimization, and a major link-building effort. Keyword rankings improved from 6 in the top 10 to 64, with 10 at #1. Backlinks increased from 5,801 to 16,797, and linking domains grew from 269 to 765.

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Measuring SMS Marketing Success in Professional Training & Coaching Deployments

The Migration Translators - Professional Training & Coaching - Small

Sydney, Australia
Client communication automation Staff coordination via SMS Customer engagement Workforce management

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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Lattice & Co - Professional Training & Coaching - Small

USA
Lead nurturing with SMS automation Client engagement for coaching services Customer engagement Lead management

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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Enpowered Solutions - Professional Services - Small

Irvine, USA
Real-time energy usage notifications Customer engagement

Enpowered Solutions used EZ Texting to send real-time SMS alerts to clients. These alerts helped facility managers and engineers adjust... energy usage during peak demand. The company saved customers over 875 million kWh. EZ Texting’s contact segmentation allowed targeted, instant notifications. This improved cost forecasting and reduced operating expenses for industrial clients.

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Professional Training & Coaching Success stories in Driving ROI and Results using CRM All-in-One solutions

 

Business Made Simple - Professional Training & Coaching - Small

Nashville, USA
Lead generation and nurturing for coaching Marketing automation for online classes Customer relationship management Marketing automation

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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A Global Professional Services Company - Professional Services - Very Large

Sales forecasting and pipeline management Resource and staffing planning Sales forecasting Resource management

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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Dana Sacco (i2iHype) - Professional Training & Coaching

HoneyBook Automations helped Dana Sacco, a Virtual Business Manager at i2iHype, streamline client workflows for her three businesses. She faced issues... with her old system, including payment glitches and poor client experiences. With HoneyBook, Dana automated client communication, invoicing, and onboarding. This led to a 6x increase in conversions and doubled her monthly active clients and revenue. Dana now gets paid faster and her clients enjoy a seamless experience.

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How Digital Asset Management is Delivering ROI for Professional Training & Coaching Leaders

 

Institution of Mechanical Engineers (IMechE) - Professional Training & Coaching - Large

London, UK
Library resource management modernization Hybrid access to print and digital collections Library management Member experience

IMechE modernized its library with OCLC's WorldShare Management Services and CONTENTdm. The new system integrates print and digital resources in... one interface. Members can now access both types of content easily and request postal or interlibrary loans within the search flow. OCLC and IMechE implemented the solution in six months. Staff report a smoother experience and positive member feedback.

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Sara - Professional Services

Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers.... Sara is considered an average value customer by traditional metrics, but her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.

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PwC - Professional Training & Coaching - Very Large

Uptempo helped PwC move from spreadsheets to a unified marketing planning and budgeting platform. PwC needed to digitize marketing, improve... planning, and show ROI. Uptempo enabled real-time collaboration, streamlined campaign planning, and integrated financial data. Marketers gained transparency and could quickly adapt plans, especially during the pandemic. PwC now demonstrates marketing ROI and benefits from Uptempo's ongoing platform improvements and strong customer support.

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Top Stories in Professional Training & Coaching about adoption of Video Platform software

 

Seven Fold Coaching - Professional Training & Coaching - Small

USA
Client communication via video messaging Appointment scheduling automation Customer engagement Sales enablement

Dubb helped Seven Fold Coaching book more meetings and save time. The founder used Dubb to send personalized video messages... instead of emails. This made it easier to connect with clients and schedule appointments. The platform’s customization and calendar integration improved communication. Clients responded positively to the videos, leading to more deals and better engagement.

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X10 Entrepreneur - Professional Training & Coaching - Small

Sydney, Australia
Membership site video hosting Content delivery and hosting

X10 Entrepreneur switched from Vimeo to Swarmify for video hosting. Dr. Nic Lucas wanted faster video load times for his... membership site. His clients, mostly busy professionals, experienced slow videos with Vimeo. After moving to Swarmify, videos loaded instantly with no buffering. This improved the user experience and helped increase conversion rates. Swarmify also made the content more secure against downloads.

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Pavilion - Professional Training & Coaching - Medium

Vidyard helped Pavilion double their response rates and achieve an 8x ROI. Pavilion's sales team used personalized video messages in... outbound sales, leading to more qualified pipeline and net new revenue. The team saw 81 unique video viewers per SDR each month, with 90% average watch rates. This drove 46 actions and 90 email responses monthly, resulting in $20k/month in qualified pipeline and $6k/month in closed revenue. Vidyard's integration with HubSpot and video analytics improved sales performance and team insights.

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Top Stories in Professional Training & Coaching about adoption of Contract Management software

 

PwC - Professional Training & Coaching - Very Large

London, UK
Skills tracking and management Change management for HR transformation Workforce management Human resources

PwC used Workday Skills Cloud to boost recorded skills by 90% in one year. The company set clear goals to... embed skills in business processes and migrate data from its old system. Change management was key, with local teams encouraged to drive adoption. Machine learning helped nudge employees to update their skills and connect badges to profiles. PwC now tracks progress with a global dashboard and skills maturity matrix.

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Diplomatic Language Services - Professional Training & Coaching - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract management. The company provides language services to government,... military, and private clients. They needed a way to handle many contracts and clients efficiently. Conga helped them reduce manual work and streamline document processes. This improved their workflow and saved time for their team.

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Diplomatic Language Services - Professional Training & Coaching - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract management. The company provides language services to government,... military, and private clients. They needed a way to handle many contracts and clients efficiently. Conga helped them reduce manual work and streamline document processes. This improved their workflow and saved time for their team.

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Top Stories in Professional Training & Coaching about adoption of Live Chat software

 

HSS Training - Professional Training & Coaching - Medium

Manchester, UK
Live chat support for training services Customer engagement

Comm100 Live Chat helped HSS Training improve customer support. They switched for better reporting and ease of use. The team... now tracks and exports key data with custom and pre-built reports. Agents enjoy the simple interface and fast setup. HSS Training achieved a 4.76/5 CSAT, 7-second wait time, and 96.72% chat acceptance. Support from Comm100 is fast and reliable.

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HSS Training - Professional Training & Coaching - Medium

Manchester, UK
Live chat support for training services Customer engagement

Comm100 Live Chat helped HSS Training improve customer support. They switched for better reporting and ease of use. The team... now tracks and exports key data with custom and pre-built reports. Agents enjoy the simple interface and fast setup. HSS Training achieved a 4.76/5 CSAT, 7-second wait time, and 96.72% chat acceptance. Support from Comm100 is fast and reliable.

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Professional Training & Coaching Clients Speak: The Impact of deploying CPQ solutions

 

Diplomatic Language Services - Professional Training & Coaching - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract management. The company provides language services to government,... military, and private clients. They needed a way to handle many contracts and clients efficiently. Conga helped them reduce manual work and streamline document processes. This improved their workflow and saved time for their team.

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Diplomatic Language Services - Professional Training & Coaching - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract management. The company provides language services to government,... military, and private clients. They needed a way to handle many contracts and clients efficiently. Conga helped them reduce manual work and streamline document processes. This improved their workflow and saved time for their team.

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Professional Training & Coaching examples of Driving Business Value with Field Service Management

 

Dale Carnegie & Associates - Professional Training & Coaching - Large

New York, USA
Franchise operations data centralization Business reporting automation Data centralization Business intelligence

Egen built Operations Central for Dale Carnegie & Associates using Salesforce. The new system centralized franchise sales, operations, and finance... data. Invoice reconciliation now takes minutes instead of hours. Franchise onboarding and adoption processes were reduced from weeks to days. Egen also created 25 CRM Analytics dashboards for better reporting. Dale Carnegie now makes faster, data-driven decisions across its global network.

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RightPM - Professional Services - Medium

USA
High-volume hiring automation Onboarding workflow management Workforce management Talent acquisition

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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Professional Training & Coaching examples of Driving Business Value with Employee Monitoring

 

Krauthammer - Professional Training And Coaching - Medium

Zurich, Switzerland
Employee advocacy for sales enablement Personal brand building on LinkedIn Employee advocacy Social selling

Krauthammer used DSMN8 to launch an employee advocacy program for their sales consultants. The company faced challenges with content creation... and employee engagement. DSMN8's automation and segmentation features helped consultants share relevant content on LinkedIn. In 12 months, Krauthammer saw a 103% increase in inbound leads and an 86% rise in website traffic. Over 85% of consultants became active users, turning employees into brand ambassadors.

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Red Clay Consulting (RCC Global) - Professional Services - Medium

Rippling’s App Studio helped Red Clay Consulting track immigration expenses 10 times faster. The company replaced manual spreadsheets with a... custom app to manage work visas, renewals, and budgets. RCC Global now runs budget reports in minutes instead of 6 days. The new system prevents costly visa renewal fees and compliance risks. Employees feel more secure about their immigration status, improving retention.

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Measuring Security Success in Professional Training & Coaching Deployments

 

Nordcloud - Professional Services - Medium

Helsinki, Finland
Identity management integration for SaaS Identity and access management

Auth0 helped Nordcloud integrate identity management with five applications in just two weeks. Nordcloud saw a 300% ROI on development... costs after switching to Auth0. The integration was over 60% faster than with previous providers. Multi-factor authentication and role-based access controls were enabled quickly. Developers now focus more on product improvements instead of authentication issues.

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Katie Seaman - Professional Training & Coaching - Small

Daily journaling for self-reflection Personal productivity

Day One helps Katie Seaman, a mindfulness coach, support her well-being and growth. She uses the app daily for journaling... and self-reflection. The app lets her process emotions and log important moments. Katie finds it easy to stay present and connected to her values. Day One is a trusted tool in her personal and professional journey.

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How Account Based Marketing is Delivering ROI for Professional Training & Coaching Leaders

Sphere Data Solutions Group - Professional Services - Small

Bombora Intent data was integrated into the Apollo sales platform by Sphere Data Solutions Group for the Events Industry Council. EIC faced revenue... challenges after the pandemic and struggled to target new prospects. By using Bombora's Company Surge data, EIC achieved a 50% email open rate and a 15% click-through rate. The solution helped EIC return yearly revenue to pre-COVID levels. Email and programmatic advertising performance improved, and monthly applications increased.

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Sphere Data Solutions Group - Professional Services - Small

Bombora Intent data was integrated into the Apollo sales platform by Sphere Data Solutions Group for the Events Industry Council. EIC faced revenue... challenges after the pandemic and struggled to target new prospects. By using Bombora's Company Surge data, EIC achieved a 50% email open rate and a 15% click-through rate. The solution helped EIC return yearly revenue to pre-COVID levels. Email and programmatic advertising performance improved, and monthly applications increased.

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Top Stories in Professional Training & Coaching about adoption of Digital Analytics software

 

MDFT Academy - Professional Training & Coaching - Small

Amsterdam, Netherlands
Website analytics for GDPR compliance Conversion rate optimization for online courses Website analytics Compliance management

MDFT Academy switched from Google Analytics to Matomo to address GDPR compliance and privacy concerns. Using Matomo, they gained better... insights into visitor behavior and improved website navigation. The academy used features like user flow analysis and A/B testing to increase conversions. Real-time goal tracking helped them monitor sign-ups, quiz completions, and course purchases. Matomo made it easy for MDFT Academy to optimize their site and ensure privacy for users.

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Marie Forleo - Professional Training & Coaching - Medium

Mighty Pro helped Marie Forleo move all her courses and community to one platform. She faced technical headaches and burnout... with her old setup. With Mighty Pro, she launched her first program in June 2024 and achieved a seven-figure launch. The platform gave her a smooth, glitch-free experience and strong community engagement. Marie now hosts all her courses, including B-School, on Mighty Pro.

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Measuring Data Management Platform Success in Professional Training & Coaching Deployments

 

Ellen Ronalds Keene - Professional Training & Coaching - Small

Australia
File transfer and management automation File sharing and collaboration

Digital Pigeon helps Ellen Ronalds Keene streamline file transfer and management. The platform removes headaches from sending and receiving files.... It systematizes business processes for smoother operations. Ellen is thankful for the reliable weekly performance. The tool supports efficient file handling for her business.

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Monnel Espiritu - Professional Training & Coaching - Small

Nimbus Note helped Monnel Espiritu organize learning resources for coaching clients. The tool made it easy to manage notes, tasks,... and processes in one place. Clients used Nimbus Note as a personal knowledge management tool. Monnel built and improved a skills acquisition framework using Nimbus Note features. Coaching clients gave positive feedback about their experience. Monnel plans to keep using Nimbus Note to help clients reach their goals.

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Top Stories in Professional Training & Coaching about adoption of Digital Experience Platform software

American Industry Trade Association - Professional Services - Medium

Washington, D.C., USA
Content management for research dissemination Website usability improvement for policymakers Content management Customer engagement

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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SGS Life Sciences - Professional Training & Coaching - Very Large

Geneva, Switzerland
Quality management system digitization Audit and compliance process automation Quality management Compliance management

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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Professional Training & Coaching Clients Speak: The Impact of deploying Team Collaboration solutions

 

Arizona SBDC Network - Professional Training & Coaching - Small

USA
Employee onboarding and training management Internal process automation and collaboration Employee onboarding Collaboration management

Claromentis helped Arizona SBDC Network improve employee onboarding and training with a new intranet platform. Staff now use e-learning for... consistent training and onboarding. The platform centralizes documents, calendars, and expertise, making collaboration easier. Automated e-forms and workflows replaced email for support requests, speeding up internal processes. Adoption was high thanks to a creative launch event and ongoing training sessions.

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Shelby Hacala - Professional Training & Coaching - Small

Reactiv SUITE helped Shelby Hacala, a business coach, move from in-person to remote sessions during the pandemic. He used Reactiv... SUITE to present, collaborate, and engage clients with visual learning tools. Shelby leveraged Reactiv STAGE and SCRIBBLE for interactive presentations and digital whiteboarding. He kept his audience focused and reduced virtual meeting fatigue. Shelby says his remote sessions now feel like in-person meetings, improving engagement and outcomes.

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Professional Training & Coaching Success stories in Driving ROI and Results using Calendar solutions

 

XayLi Barclay - Professional Training & Coaching - Small

USA
Time tracking for coaching business Work-life balance management Time tracking Work-life balance

Clockify helped XayLi Barclay, CEO of Start Shoot Grow Video Academy, improve her work-life balance and productivity. She struggled with... poor time management and separating billable from non-billable tasks. Using Clockify, she gained visibility into team time and tracked task billability. The tool's reports showed her which projects and clients drove business growth. Clockify's Chrome extension made time tracking easy across her workflow. She now maintains a healthier routine and recommends Clockify to aspiring content creators.

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Stairway to Leadership - Professional Training & Coaching - Small

Toronto, Canada
Scheduling automation for coaching services Client onboarding and payment collection Scheduling automation Client onboarding

Calendly helped Stairway to Leadership save 4–6 hours each week by automating scheduling and follow-ups. Maggie Perotin, the founder, reduced... 30 emails per week and doubled the speed of new client bookings. She uses Calendly for coaching sessions, discovery calls, and team training. The tool integrates with Google Calendar, Zoom, and Stripe, making booking and payments seamless. Clients now enjoy a smoother, more professional experience across time zones.

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Professional Training & Coaching Clients Speak: The Impact of deploying Marketing Data Intelligence solutions

The Big Four - Professional Services - Very Large

BeauhurstAdvise helped the Big Four firm find fast-growth companies at the right stage. Before using Beauhurst, their process was people-driven... and not effective. With Beauhurst, they sped up the sales cycle and identified the right businesses quickly. The firm generated millions of pounds and saw big improvements in regional business conversions. Investment costs dropped as they targeted the right companies early.

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Sphere Data Solutions Group - Professional Services - Small

Bombora Intent data was integrated into the Apollo sales platform by Sphere Data Solutions Group for the Events Industry Council. EIC faced revenue... challenges after the pandemic and struggled to target new prospects. By using Bombora's Company Surge data, EIC achieved a 50% email open rate and a 15% click-through rate. The solution helped EIC return yearly revenue to pre-COVID levels. Email and programmatic advertising performance improved, and monthly applications increased.

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How Endpoint Security is Delivering ROI for Professional Training & Coaching Leaders

Hoodoo Digital - Professional Services

Fastly helps Hoodoo Digital deliver better customer experiences with Adobe Experience Manager. Hoodoo uses Fastly’s edge cloud platform for faster... site performance, reliable uptime, and built-in security. Platform TLS and Fastly API let Hoodoo automate certificate management for clients like Pacific Dental Services. This automation cut certificate provisioning from weeks to instant. Hoodoo’s clients now see faster page loads, better engagement, and improved security.

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Top Stories in Professional Training & Coaching about adoption of Bot Platform software

 

KPMG - Professional Services - Very Large

HR and finance workflow automation Workforce management

KPMG automated HR and finance workflows using Automation Anywhere. They streamlined recruiting and hiring, cutting delays and improving the candidate... experience. KPMG combined document automation and AI agents to create new learning experiences. The company achieved $90 million in impact, reduced back orders by $50 million, and cut days sales outstanding by $30 million. KPMG now scales agentic automation across the enterprise, with $150 million in future automation opportunities.

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How Customer Data Platform is Delivering ROI for Professional Training & Coaching Leaders

Great Place to Work - Professional Training & Coaching - Medium

Openprise helped Great Place to Work automate lead routing. They saw a 38% increase in win rates. Response times dropped... from 5 hours to under 60 minutes. The solution standardized data and lead handling across 20+ web touchpoints. Automated workflows matched accounts and segmented leads by product fit and territory. Specialized sales teams focused on target segments, boosting productivity.

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Professional Training & Coaching Clients Speak: The Impact of deploying Conversion Rate Optimization solutions

Kuźnia-Kadr.pl - Professional Training & Coaching - Medium

Landingi helped Kuźnia-Kadr. pl launch a landing page in just 30 minutes. The first page brought a corporate client with...over 1,000 employees within 12 hours. Using Landingi, they created over 70 landing pages, driving 400,000–500,000 PLN in sales and conversion rates up to 50%. Hotjar integration and simple design changes boosted conversions by 30%. Kuźnia-Kadr.pl now serves more than 1,500 business clients using Landingi's templates and integrations.

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Professional Training & Coaching examples of Driving Business Value with Auto Dialer

The Office Gurus - Professional Services - Large

RingCentral Engage Voice and RingCX helped The Office Gurus cut a client's cost per lead by 55. 7%, saving $3.2...million yearly. The Office Gurus used RingCentral to manage all call center channels in one place. The solution improved agent efficiency and caller experience. Omnichannel support with RingCX let them centralize SMS, chat, email, and phone. Clients now get fast, reliable responses across all channels.

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Professional Training & Coaching examples of Driving Business Value with Digital Advertising Platform

Digicomp - Professional Training & Coaching

Adspert helped Digicomp manage Google Ads for about 800 courses. Digicomp needed better budget control and less time spent on... ad management. Adspert's bid management tool automated bidding and keyword changes. This saved Digicomp nearly 100,000 man-hours. Digicomp rates their partnership with Adspert as 8 out of 10.

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Professional Training & Coaching examples of Driving Business Value with Presentation Software

 

GeekyGirl - Professional Training & Coaching - Small

Philadelphia, USA
E-learning course visual creation Infographic design for training Content creation for training E-learning development

Piktochart helped GeekyGirl, a boutique learning company, create professional visuals for e-learning and virtual classroom designs. Owner Karin Rex used... Piktochart to make infographics and checklists that impressed her clients. She found the tool easy to use, even without graphic design training. The alignment tool and customizable graphics saved her time and improved her work. Karin also teaches others how to use Piktochart in her training courses.

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Professional Training & Coaching examples of Driving Business Value with Other Demand Generation

Arena Success Group - Professional Training & Coaching - Small

Arena Success Group used GravityKit to build a data-driven productivity system. The company helps small business owners improve productivity and... keep top talent. Dan Muhlenkamp created a centralized platform with GravityKit. This platform supports their organization success system. GravityKit made it easy to manage data and workflows for clients. The solution improved efficiency for Arena Success Group and their customers.

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Professional Training & Coaching Clients Speak: The Impact of deploying Commerce and Sales solutions

Sara - Professional Services

Sara uses Sage software to manage her business finances. She recommended Sage to three peers, who all became loyal customers.... Sara is considered an average value customer by traditional metrics, but her advocacy brought extra value to Sage. Her story shows how customer advocacy can drive organic growth and build brand trust. Sage benefits from customers like Sara who share positive experiences and help grow the business.

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Professional Training & Coaching Clients Speak: The Impact of deploying Customer Success Platform solutions

 

Morningside - Translation Services - Medium

New York, USA
Project communication management Workload tracking and distribution Collaboration management Project tracking

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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How Sales Analytics is Delivering ROI for Professional Training & Coaching Leaders

 

Diplomatic Language Services - Professional Training & Coaching - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract management. The company provides language services to government,... military, and private clients. They needed a way to handle many contracts and clients efficiently. Conga helped them reduce manual work and streamline document processes. This improved their workflow and saved time for their team.

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Top Stories in Professional Training & Coaching about adoption of Buyer Intent Data Providers software

Sphere Data Solutions Group - Professional Services - Small

Bombora Intent data was integrated into the Apollo sales platform by Sphere Data Solutions Group for the Events Industry Council. EIC faced revenue... challenges after the pandemic and struggled to target new prospects. By using Bombora's Company Surge data, EIC achieved a 50% email open rate and a 15% click-through rate. The solution helped EIC return yearly revenue to pre-COVID levels. Email and programmatic advertising performance improved, and monthly applications increased.

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Professional Training & Coaching examples of Driving Business Value with Influencer Marketing

Urban Company - Professional Services

Kobe ran an influencer marketing campaign for Urban Company. The campaign used 7 creators on Instagram in Singapore. They produced... 23 pieces of content. The outreach reached 627,588 people. This helped Urban Company promote its services to a large audience.

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How Sales Motivation is Delivering ROI for Professional Training & Coaching Leaders

Dustan Woodhouse, Author at Be the Better Broker - Professional Training & Coaching - Small

Guusto helps Dustan Woodhouse, author at Be the Better Broker, deliver instant, personalized rewards. He finds Guusto more impressive than... traditional gift cards. The platform lets him send gifts on the spot to clients at Guusto establishments. This customer rewards software supports customer retention and loyalty. It makes client appreciation easy and impactful.

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Top Stories in Professional Training & Coaching about adoption of Content Marketing software

 

A U.S. cybersecurity training provider - Professional Training & Coaching - Small

USA
Certification process automation Compliance management Professional training

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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Professional Training & Coaching Clients Speak: The Impact of deploying Reviews and Reputation solutions

 

Astutis - Professional Training & Coaching - Medium

Cardiff, UK
Customer feedback management for training Customer engagement Reputation management

Astutis used Feefo's Trusted Service Awards to build trust and boost growth. They displayed the Platinum badge on all customer... touchpoints, showing verified excellence. Astutis checked Feefo reviews daily and used feedback to improve training and service. This approach led to a 10% growth in 2025 and a 10% boost in bookings. The awards also increased team pride and morale.

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