Case Study: PlanSource achieves increased sales velocity with Bloomfire

PlanSource Increases Sales Velocity With Bloomfire

PlanSource, a fast-growing benefits and HR administration software company, needed a better way to arm its expanding, largely remote sales consulting team with both broad and deep product and policy knowledge. Information was scattered across people and systems, slowing response times during the sales process and making it hard for consultants to find the right content when engaging prospects.

PlanSource implemented Bloomfire to centralize searchable content—sales decks, policies, best practices—and to surface relevant materials quickly using automatic and manual tagging plus boosted keyword search. A Q&A “Help a Teammate” workflow sped expert answers, improving customer interactions, increasing sales velocity, strengthening team cohesion among remote consultants, and prompting interest from other departments to adopt the platform.

PlanSource

Heather Moran

Director of Solution Consulting