Case Study: Lucenta Solutions cuts client onboarding time by 3x with Progress Podio and ShareFile

Lucenta Solutions cuts onboarding time 3x with Progress Software

Lucenta Solutions was facing challenges with inefficient lead management, including inconsistent follow-ups and a lack of a centralized system, which hindered client onboarding. To address these issues, they turned to Progress Software for a solution utilizing the Progress Podio platform and Progress ShareFile.

By implementing Progress Podio as a central hub for lead data and automating workflows, including follow-ups and contract execution with ShareFile e-signatures, Lucenta Solutions streamlined its processes. The results delivered by Progress Software included a 50% increase in lead conversion and a 3x faster client onboarding time, significantly improving operational efficiency.

Lucenta Solutions