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QuestionPro is a leading platform that offers a diverse suite of tools designed to simplify data collection, improve customer engagement, and enhance employee experience. Whether it’s designing intuitive surveys, conducting complex market research, or managing customer experience (CX) programs, QuestionPro delivers solutions that are both accessible and enterprise-grade. The platform’s Survey Software allows users to effortlessly design, distribute, and analyze surveys, making it a go-to tool for businesses seeking customer feedback or market insights. QuestionPro’s Research Suite offers advanced analytics and reporting tools tailored for professionals in financial services, healthcare, and education.
With these features, QuestionPro serves a wide range of industries, providing flexible, scalable solutions to meet both basic and complex needs, allowing companies to make data-driven decisions with confidence. However, they had a problem.
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As QuestionPro expanded its suite of offerings and grew its customer base, the company encountered a significant challenge. Their sales team was managing a growing amount of interest for their enterprise package. It came with a lot of custom requests and changes. With enterprise clients demanding more personalized solutions, their sales teams were overwhelmed with a variety of questions, requests, and complex deals.
For QuestionPro, the complexity of serving large enterprise clients, who often required tailored features or specific modifications, became difficult to manage efficiently. One of their primary methods of communicating with their clients was by using emails. Due to the complexity of certain deals, and the requirement to have multiple decision makers involved in the email thread, it became messy. They even faced instances where certain clients forgot to hit “reply all” which meant that some key team members didn't receive the emails. It required their team to do additional work and go through extra steps just to keep their teams informed. Some clients kept requesting updates every day, which made it difficult for their teams to focus on the work. It also made the email threads unnecessarily longer, which meant that key information was hard to find.
Since they were using emails there wasn’t a clear way to know if they were reading the material being shared with them either. Their concerns about the product and service were also not clear as there wasn’t a proper way to provide feedback for the material shared. The only option was to further stretch the email thread. Due to this, there was no easy way to align where they were in the deal process.
The need for a more streamlined and organized process became evident as these inefficiencies began to impact the overall customer experience. Without a cohesive system to manage these ongoing requests, internal teams were stretched thin, trying to ensure that every customer demand was addressed in a timely and accurate manner. This prompted QuestionPro to seek a more effective solution that could handle the increasing volume and complexity of these customer interactions.
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To address these challenges, QuestionPro turned to Cue-Card, a powerful sales deal room solution designed to bring clarity and structure to complex sales processes. Cue-Card provided QuestionPro with a centralized, organized platform where both internal teams and customers could collaborate more efficiently. By creating dedicated deal rooms, QuestionPro was able to categorize and track each enterprise customer’s requests, questions, and change requirements in one easily accessible location. To sweeten the pot, Cue-Card has built-in AI tools and chatbots that have a thorough understanding of all the documentation related to the deal. Making it super fast in locating and giving accurate information.
One of the main problems QuestionPro had was there were many decision-makers involved in a deal and it was challenging to communicate through emails. It was also challenging to figure out at which stage in the deal they were in due to the massive amount of back-and-forth emails. The deliverables and deadlines were buried in unnecessary updates and inquiries. This was a very challenging factor for their sales team as they needed help to communicate with their customers and address all their needs.
The sales deal room of CueCard fits perfectly into this. When you enter the deal room, you will be greeted with a clean and organized layout. All the relevant documents are uploaded and displayed in a specific section. An analytics tab allows you to see how your prospects interacted with all the shared materials. CueCard’s AI-powered chatbot is also available in the deal room to make communication easier. The chatbot is well-versed in every core detail of the deal. It’s made possible by scrapping and uploading all documents related to the deal onto the AI knowledge base. This real-time scrapping and updating of information ensures that the chatbot is always up to date. You can see what sort of questions your prospects have asked from the chatbot. This gives you a better understanding of their questions and concerns related to the deal or the product. By analyzing the chat, users are able to take preemptive actions to ensure the success of the deal.
With Cue-Card’s deal rooms, the entire communication flow was streamlined. Sales teams could organize customer requests based on priority and keep all relevant conversations and documents in one space, reducing confusion and back-and-forth emails. Customer success teams, product managers, and even the clients themselves had real-time access to deal rooms, allowing for greater transparency and collaboration. This meant that any questions, updates, or changes were logged systematically, ensuring that nothing was overlooked or lost in the process. The mutual action plan enabled QuestionPro to set objectives and communicate the deliverables with the clients efficiently as both parties had access to the plan. Their customers didn’t need to be in constant communication and QuestionPro was able to cut time spent on constantly updating customers and focus on delivering the work fast. The customers knew what was going on, and team QuestionPro knew what needed to be done.
AI chatbots sped things up further. They were able to use the chat to instantly get an update on the deal, locate any document, and even understand the content of a document without having to go through it entirely. Every document uploaded to the deal room is scrapped and the CueCard AIs knowledge base is updated in real-time. So whenever the sales team or even a prospect accessed the chat, the answers they received were up to date.
The implementation of Cue-Card not only simplified the way QuestionPro managed its enterprise clients but also improved internal efficiency. Team members could now easily reference past conversations, view the status of requests, and ensure that all parties involved were on the same page. This level of organization significantly reduced miscommunication and the delays that had previously plagued their workflow.
The introduction of Cue-Card proved to be a game-changer for QuestionPro. Almost immediately, QuestionPro noticed a significant improvement in how they managed their deal flow, especially with their larger enterprise clients. The structured environment of Cue-Card’s deal rooms allowed QuestionPro to handle the influx of requests and complex deals with greater ease and efficiency.
The sales team was able to collaborate more seamlessly, as Cue-Card eliminated the need for juggling numerous email threads or manually tracking updates. The deal rooms provided a single source of truth for each client interaction, making it easier to track progress, prioritize tasks, and address client needs without delays. As a result, QuestionPro’s average time to close deals dropped from 3.5 months to just 1 month, allowing them to convert prospects into customers much faster than before.
Additionally, the sales reps who used Cue-Card saw tremendous success, with many exceeding their quotas by significant margins. In fact, reps using Cue-Card consistently beat their quotas by an average of 50%, thanks to the streamlined communication and better visibility into deal stages.
Beyond the improved closing rates, Cue-Card also had a broader impact on sales operations:
Cue-Card provided a solution that directly addressed the challenges faced by QuestionPro’s growing enterprise customer base. By introducing structured deal rooms and creating a more transparent and efficient workflow, QuestionPro was able to meet the evolving needs of its growing sales team and client demands while optimizing internal processes. The result was improved team collaboration, faster closing times, and happier customers.
For companies like QuestionPro that face a high volume of customer requests and complicated deal flow, a tool like Cue-Card can be an invaluable asset. Its ability to organize and streamline communication across departments not only enhances client relationships but also frees up internal resources, allowing teams to focus on what truly matters—delivering excellent service and driving growth.
Do you think Cue-Card can help your business as it helped QuestionPro? If you want to see Cue-Card in action, take a look at our Demo. Already did? Got more questions? Don’t think twice, schedule a call now!
