Case Study: Beneficial Solutions achieves rapid ROI and new revenue streams with Zywave's Sales, Content and Client Clouds

Beneficial Solutions - Customer Case Study

Beneficial Solutions, a Naperville-based employee benefits and HR consulting brokerage, needed to get more value from the Zywave tools it already used in order to grow revenue, improve lead generation and email marketing, and deliver deeper value to clients. After 15+ years in corporate HR, Senior HR Business Partner Rick Aspan pushed to expand the firm’s use of Zywave to better position the agency as a trusted advisor and win more prospects.

The firm upgraded to Zywave’s Sales, Content and Client Clouds to automate marketing, deliver timely content, and offer value-added client services. Using Sales Cloud campaigns and analytics they sent 17,000 emails in about six months with open rates up to 42%, while Content Cloud supplied high-quality resources and Client Cloud’s LMS and portal enabled paid training and self-service. The investment paid for itself in 3–4 months, created a new tiered fee-for-service revenue stream, and strengthened retention and prospect engagement.

Beneficial Solutions

Rick Aspan

Senior Human Resource Business Partner