Case Study: SurePrep achieves a 10% increase in conversions and boosts leads with TechValidate

How tax prep productivity software company SurePrep boosts leads and conversions with customer stories

SurePrep, a tax-prep productivity software provider for large, risk-averse CPA firms, needed to build trust with skeptical prospects but found collecting and using customer stories at scale cumbersome. The company’s manual feedback process strained customer advocates and made it difficult to turn quotes into usable marketing content.

By adopting TechValidate by SurveyMonkey, SurePrep automated the capture, filtering, and publication of customer testimonials and case studies, and integrated that content into Salesforce for sales enablement. Over three years the program shortened the sales cycle, increased leads and conversions (10% lift), generated 40,000+ content views, and led to a significant increase in published customer content.

SurePrep

Greg Pope

Vice President, Marketing