Client Spotlight

Lexicon Relocation

Lexicon Relocation

“Electrify”-ing” Improvements in Proposal Automation

At the time of their search for a new RFP Automation solution, Lexicon was using a legacy system that was cumbersome, complicated and not used to full potential. Lexicon was relegated to using the old system merely as a cut and paste repository. It became clear that Lexicon needed a way to ensure the content was consistent with a new method to improve their turnaround time as demand for RFP support increased. Solution According to Fern Shaw, Marketing Communications at Lexicon, “We LOVE Expedience. Our goal in selecting a new proposal database system was easy to use, easy to update, and easy to manage. Expedience met every goal beautifully.

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Teledoc

Teledoc

Increasing the Consistency of Information Throughout the Sales Process

In the Healthcare industry, to maintain a competitive edge, it is important to have customer ready content available to RFP teams, Sales Teams, IT, Subject Experts and Clinical Services in order to create articulate and consistent responses to business questions and opportunities. Teladoc also uses a cloud-based system to house their mission-critical content but found it to be over-complicated and therefore under-utilized.

“I love this product. It reminds me of the old Pragmatech products that were so popular. By far easier to use than the big cloud-based products.”

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Keeley Teton Advisors

Keeley Teton Advisors

Word® Based Document Automation Solution a “Market Disrupter”

In the investment industry, quality and efficient responses to requests for information are essential to maintaining a competitive advantage. After difficulties in attempting to house the core content within an Excel document and referring to old RFPs and questionnaires for responses, Keeley turned to using a commercial web-based cloud solution. According to Brent O’Neil, Sr. Client Services Associate, “The Cloud based system was inefficient and labor-intensive. It required a great learning curve and the use of cumbersome back-end systems.”

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“Very pleased with Expedience Software solutions! It is a fun, easy-to-use tool for preparing RFPs and questionnaires. Rather than digging through old RFPs and searching for appropriate answers, we now have a comprehensive database that is easy to maintain. We are also much more efficient in generating consistent messaging.”

Brent O’Neil, Senior Client Service Associate

Keeley Teton Advisor