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.

More resources

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.

Read more

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%.

Read more

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.

Read more