Customer Enablement for SaaS: Tips and Best Practices for Success
You buy a bookshelf from IKEA, open the box, and find screws, planks, and a wrench but no instructions. And
CLEARED4 is a cloud-based global health and safety monitoring platform. CLEARED4 helps small and large organizations create automated rules that allow their employees, visitors, and event attendees to comply with safety regulations. As the COVID-19 Pandemic continues to impact operational complexity, healthcare costs, and reputation risk for organizations, CLEARED4 works with hundreds of organizations to simplify this complexity and lower the risk.
Before Encharge, Josh and the team were using Mailchimp but quickly realized that the campaign analytics were bad and the automation features were lacking. They quickly realized they needed a more robust platform that caters to their complex SaaS needs.
They needed to go beyond basic emails and implement sophisticated email sequences and automations to create personalized experiences for their audience and better understand how their users move in the sales cycle.
CLEARED4 needed a solution to enable the marketing and sales teams to make better, more informed decisions.
CLEARED4 uses Encharge to:
The marketing and sales team at CLEARED4 now use Encharge to create a seamless alignment. Leads are scored in Encharge and, thanks to the two-way sync integration with HubSpot, are sent to the sales pipeline in HubSpot, where SDRs take over.
By implementing Encharge with HubSpot, CLEARED4 could gather better insights about their leads and automate the overall sales process, which was all manual before. Thanks to Encharge, the team can use HubSpot as a single source of truth.
Before Encharge, CLEARED4 didn’t have any lead scoring or qualification process in place. Thanks to the actionable data and syncing of information across HubSpot and Encharge, the team can prospect leads better.
“I can assure you that Encharge is like having two full-time interns. This makes me focus 100% on analyzing the data and growing the marketing area much faster.”
Xavier Ribas
Marketing Operations Analyst
“I can assure you that Encharge is like having two full-time interns. This makes me focus 100% on analyzing the data and growing the marketing area much faster.”
Xavier Ribas
Marketing Operations Analyst
Xavier Ribas
Marketing Operations Analyst
“We have increased the number of users that are active on Confect for the first three days by 28% when we started using behavior-based emails in Encharge.”
Gints Gailis
Head of Marketing Operations
“We have increased the number of users that are active on Confect for the first three days by 28% when we started using behavior-based emails in Encharge.”
Gints Gailis
Head of Marketing Operations at Confect
Gints Gailis
Head of Marketing Operations
"Encharge was the only tool specialized in SaaS companies that provides advanced workflows and deep integration with HubSpot.”
Mike Decker
Founder, The Advisor Suite
Josh Parten
Sales & Marketing Ops Manager
“We were spending around 3-5 hours in sales and another 2-4 hours in customer success to acquire each new customer. Now we need less than an hour in sales and another hour in customer success.“
Dennis Sturm
Marketing Manager Samdock
“We were spending around 3-5 hours in sales and another 2-4 hours in customer success to acquire each new customer. Now we need less than an hour in sales and another hour in customer success. “
Dennis Sturm
Marketing Manager Samdock
Dennis Sturm
Marketing Manager Samdock
“In Encharge, you can do everything in minutes compared to hours in the code. Any one of us can do it, even the people with no coding experience or understanding of such environments.”
Maria Laaksonen
Customer Success Engineer
“In Encharge, you can do everything in minutes compared to hours in the code. Any one of us can do it, even the people with no coding experience or understanding of such environments.”
Maria Laaksonen
Customer Success Engineer
Maria Laaksonen
Customer Success Engineer
"Switching to Encharge was a total relief!! Things that used to be hours to create now can be done in minutes. Really! It’s a great time saver."
Fabián Vargas
CEO and founder ZEWS agency
Fabián Vargas,
CEO and founder of ZEWS
“On average, our clients save a minimum of 4h/month in leads follow-up, thanks to Encharge.”
Mehdi Taleb
CEO and Founder at EverFruit Digital
“On average, our clients save a minimum of 4h/month in leads follow-up, thanks to Encharge.”
Fabián Vargas
CEO and founder ZEWS agency
Mehdi Taleb
CEO and Founder at EverFruit Digital
You buy a bookshelf from IKEA, open the box, and find screws, planks, and a wrench but no instructions. And