Case Study
Rehmann resets proposal approach to better serve customers and business advisers.
Using Qvidian, Rehmann built a consistent and accurate proposal system that helped them better serve their customers with their flag-ship financial advising.
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Case Study
Western Australia’s Real Estate Institute Enlists InGenius CTI to Deliver a Winning Member Experience
REIWA switches CTI providers to deliver an exceptional contact center experience for members and employees.
Case Study
UPMC Insurance Services Division launches a scalable proposal process and drives company-wide adoption.
UPMC Insurance Services builds 200+ proposals annually with Upland Software’s Qvidian product. The Proposal Development Team increased content usage 200%.
Case Study
Informatica increases its reference fulfillment rate to 95% with RO Innovation.
Informatica trusts RO Innovation to provide its sales team with references on demand. The company grew its customer success library 60% with RO Innovation.