Case Study: ExtensisHR streamlines sales proposals with Qwilr

How ExtensisHR Transformed their Sales Process with Only Salesforce and Qwilr

ExtensisHR, a U.S.-based human resources company with 201–500 employees, needed a better way to create sales proposals. Their team was relying on cumbersome 30–40 page slide decks that were hard to update, inconsistent across reps, and not integrated with Salesforce, making it difficult to present a clear, on-brand value story before pricing.

Using Qwilr with Salesforce, ExtensisHR automated proposal creation with a web-based document workflow that pulled in data from Salesforce in just a few clicks. Qwilr helped them eliminate version control issues, improve brand consistency, add richer content like YouTube testimonials, and reduce proposal prep time from hours to minutes, while also improving the buyer experience and helping the sales team communicate value more effectively.

ExtensisHR

Amy DeCicco

Sr. Vice President, Marketing