Large Global Commercial Bank

Kadient worked with the VP of the Sales Office at a top 10 global bank, who wanted to strengthen the bank’s market position in the US by elevating the quality of interactions reps had with buyers.

His sales team’s presentations with buyers were inconsistent in content and quality, and the process to create them manual and often error-prone.

He wanted to arm sales reps with consistent, current, and high–impact messaging regarding their brand, products, and value, in a way that was easy to access by users and easy to manage.

Since deploying last year, when a sales rep needs to create a presentation, they log into inciteKnowledge easily access the content that is most relevant and compelling to their buyers, and through the system quickly assemble and personalize the presentation. In addition, a new rep was able to produce a customer-focused presentation in just 2 days on the job.

Major Software and Services Company
Kadient worked with the VP of Sales at a major software and services company, who wanted the structure, proper tools, and content accountability that would help his sales team and partners sell more productively.

Their product knowledge existed in many locations, and was often redundant, incomplete, or out of date, which created an endless loop of productivity and knowledge loss.

He wanted an environment that would help them define the content needed to differentiate their products, make assigned product experts accountable for content quality and refresh, and ensure proper presentation and legal review prior to publishing.

We’ve helped their sales reps and partners be more productive because they know where to go to get the right information and they’re spending less time searching and recreating content to support the sales cycle. They’ve improved the quality and accuracy of their selling content, which means sales people are better able to differentiate their products from competitors, and have more effective conversations with customers. They’ve reduced the risk of litigation by making sure all content submitted to customers has been legally approved.


Employment Services Firm
Kadient worked with the VP of Sales Support of a leader in the employment and HR services industry, who wanted to mitigate the risk of inaccurate and inconsistent information in the selling process.

Keeping selling content current was a continual challenge, since the existing knowledge library had grown to more than 200 files, some of which were more than 150 pages long. Updates were manual, prone to error, and completed as other duties allowed.

She wanted a way to capture selling information in a single place and easily keep it up to date, so when sales reps located and used it, it was error-free and accurately reflected the firm’s offerings.

Over the last 3 months, content accuracy and consistency has improved, the firm has reduced the negative client image that used to occur where errors are made, and has improved the overall experience for sales reps locating and applying content that will help them close business at each stage of the buying process.


Business Services Organization

Kadient worked with the Director of Solutions Development at a leading business services organization, who wanted to cut down the time it took sales reps to create proposals, RFP responses and presentations.

Previously, there were no tools to help sales in this endeavor, so every rep was doing their own thing. This led to a considerable amount of non-selling time being spent on creating materials as well as inconsistency and inaccuracy across the sales team.

He wanted to arm sales reps with consistent, current, and high–impact selling content, that was easy for reps to find and use to quickly create professional materials.

Since deploying this year, the time to create selling materials such as proposals has been cut from 4 days to 3-4 hours.


Employee Benefits Administration Firm

We worked with the Senior Vice President of Operations at a leading benefits broker, who wanted to cut down the time it took account executives to create pre-renewal proposals.

Previously, there were no tools to help account execs with this, so every AE was doing their own thing and it was taking an average of 80 hours over 4 to 8 weeks to create a single pre-renewal document. Since the pre-renewal was just the first step in the overall renewal process, this led to slowed overall business process as well as inconsistency and inaccuracy across the team, which were risks to the organization’s 97% customer retention rate.

He wanted to arm AEs with easy to use, consistent and current pre-renewal content, that was easy for reps to find and use.

Since deploying last year, the time to create pre-renewals has been significantly cut and AEs are able to focus on more strategic activities associated with the renewal process.