Case Study: PlanSource increases sales velocity with Bloomfire

PlanSource speeds sales support with Bloomfire in 3 min read

PlanSource, a benefits and HR administration software company, faced a challenge in equipping its rapidly growing and remote sales team with the broad and deep knowledge needed for the sales process. Information was previously siloed across various locations or held only by individual employees. To address this, they implemented the Bloomfire platform to centralize and make their collective knowledge searchable.

Using Bloomfire, PlanSource's sales consultants could store, share, and instantly find critical information like policies and sales decks. Key features like automated tagging and a Q&A engine ensured the right information was found quickly, leading to a faster sales velocity and a more positive customer experience. The solution from Bloomfire was a game changer that improved team solidarity and knowledge sharing, and its success has prompted other departments to explore using the platform.

PlanSource