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#1 CUSTOMER WORKSPACE PLATFORM FOR COMPLEX CUSTOMER EXPERIENCES

#1 Customer Workspace Platform for Complex Customer Experiences:
Launch - First 120 days
Closing the Complex Deal
Better Handoffs
Onboarding Processes
Launch - First 120 days
Closing the Complex Deal
Better Handoffs
Onboarding Processes
Launch - First 120 days

Engage provides a centralized secure digital workspace with proven intelligent
processes, modules, sharing and two-way collaboration - purpose built for
complex and enterprise relationships.

Take an Interactive Tour Explore Proven Use Cases


PROVEN PLATFORM FOR THE MODERN PROBLEM


THE ENGAGE PLATFORM

 

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

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

CENTRALIZED AND SECURE WORKSPACES

MODULES & LIBRARIES FOR REPEATABILITY & CONSISTENCY

TWO-WAY COMMUNICATION & COLLABORATION FOR STAKEHOLDER ALIGNMENT



PROCESSES AND CHECKLISTS FOR AUTOMATION

FILE SHARING, COLLABORATION & MANAGEMENT

REPORTING & ANALYTICS FOR OPERATIONS AND PROCESS HEALTH



Schedule a Discovery Explore Use Cases



SEAMLESS INTEGRATION FOR ADOPTION


BREAKING SILOS - ZERO TOOL FATIGUE

MICROSOFT OUTLOOK



ENGAGE REST API






FIND YOUR SOLUTION


PROVEN USE CASE EXPERIENCES...

 

COMPLEX AND ENTERPRISE SALES

Use our centralized, prospect-facing deal rooms to share presentations,
collaborate on documents/files, create accountability through mutual action
plans, showcase product videos, and handle contract details all on one single
platform.


DOCUMENTS/FILES USERS MAPS ASSETS

CUSTOMER ONBOARDING

Use our centralized workspaces to implement checklists and processes to onboard
new clients effectively. Also share insights, videos, training resources and
more via automated processes. Follow up with meeting recaps and action items to
keep everyone accountable during the critical beginning stages of their customer
journey - repeatable success.


JOURNEY FORMS/DATA TASKS FILES

CUSTOMER SUCCESS

Build better relationships with not just your internal champions, but also with
key decision and budget stakeholders.  Our workspaces promote a healthy
environment to improve these relationships through client segementation,
file/resource sharing, surveys, training, product updates, quarterly business
reviews, and more. The complete CS toolbox for customer engagement. 


QBRS SURVEYS/DATA TASKS REPORTS

RENEWALS

Turn disjointed processes and ad hoc execution into a smooth client engagement
strategy. Engage's client facing workspaces for renewals provides a centralized
environment of checklist, tasks and processes to ensure a clear and repeatable
path to success.


DOCUMENTS/FILES TASKS MESSAGING REPORTS

EXPLORE MORE WAYS ENGAGE CAN DRIVE SUCCESS

Engage is helping clients for mutiple business needs and engagement. 

Dive Deeper Get Started



TESTIMONIALS


REAL PARTNERS, REAL TALK

Previous

We launched Engage as a volunteer management and support tool. The ability to
collaborate on documents, use checklists for onboarding staff and volunteers,
and easily manage information through bulk uploads was definitely appealing.
However, the ease of use for our volunteers by having a secure unique link was
the icing!

Stacie Davis Program Director
Big Brothers Big Sisters of the Inland Northwest

We deployed Engage for sales and new customer onboarding. Our platform requires
a collabrative onboarding experience. Engage enabled us to share, collaborate
via checklists, file sharing, modules and more to get clients live faster and
happier.

Leadership Team
Reviewr

Engage has helped to make our onboarding process seamless and efficient. We’re
able to upload content that clients are able to immediately interact with to
provide us with the data necessary to configure their accounts. All of this
creates a simple user experience for them and an efficient experience for us.

Kanan Boor Director of Customer Success
Worksmith

Working with this team has allowed us to automate a large portion of our Project
delivery process resulting in a more consistent customer experiences as well as
giving our PMs the ability to manage a higher workload.

Robert Wittwer Senior Vice President of Professional Services & Operation -
Americas
Ascom

We launched Engage as a volunteer management and support tool. The ability to
collaborate on documents, use checklists for onboarding staff and volunteers,
and easily manage information through bulk uploads was definitely appealing.
However, the ease of use for our volunteers by having a secure unique link was
the icing!

Stacie Davis Program Director
Big Brothers Big Sisters of the Inland Northwest

We deployed Engage for sales and new customer onboarding. Our platform requires
a collabrative onboarding experience. Engage enabled us to share, collaborate
via checklists, file sharing, modules and more to get clients live faster and
happier.

Leadership Team
Reviewr

Engage has helped to make our onboarding process seamless and efficient. We’re
able to upload content that clients are able to immediately interact with to
provide us with the data necessary to configure their accounts. All of this
creates a simple user experience for them and an efficient experience for us.

Kanan Boor Director of Customer Success
Worksmith

Working with this team has allowed us to automate a large portion of our Project
delivery process resulting in a more consistent customer experiences as well as
giving our PMs the ability to manage a higher workload.

Robert Wittwer Senior Vice President of Professional Services & Operation -
Americas
Ascom

We launched Engage as a volunteer management and support tool. The ability to
collaborate on documents, use checklists for onboarding staff and volunteers,
and easily manage information through bulk uploads was definitely appealing.
However, the ease of use for our volunteers by having a secure unique link was
the icing!

Stacie Davis Program Director
Big Brothers Big Sisters of the Inland Northwest

We deployed Engage for sales and new customer onboarding. Our platform requires
a collabrative onboarding experience. Engage enabled us to share, collaborate
via checklists, file sharing, modules and more to get clients live faster and
happier.

Leadership Team
Reviewr
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BY THE NUMBERS

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Overall Team Time Efficiency
+38%
Customer Engagement
2Wks
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INSIGHTS


LET US SHARE OUR EXPERIENCE WITH YOU!

Insights
Mutual Accountability: The Key to Clear Customer Onboarding
Insights
How To Audit Your B2B Customer Onboarding Processes and Engagement
Insights
Three Phases of B2B Customer Onboarding: A Comprehensive Guide
See More Insights


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