Case Study: Lucenta Solutions accelerates client onboarding by 3x with ShareFile

Lucenta Solutions accelerates client onboarding 3x with ShareFile

Lucenta Solutions, a technology and AI automation partner, faced challenges with inefficient lead management and a slow, manual client onboarding process as their business scaled. Their staff struggled with inconsistent follow-ups and a lack of a centralized platform, causing missed opportunities. To modernize its operations, the company used the Progress Podio platform and sought a solution from vendor ShareFile to automate and scale their processes.

The solution implemented by ShareFile, including its e-signature product, automated workflows for lead follow-ups and contract signing. This integration with Podio created a centralized operational system. As a result, Lucenta Solutions accelerated its client onboarding by 3x and saw a 50% improvement in lead conversion rates, eliminating missed opportunities and providing greater operational confidence.

Lucenta Solutions