How Zoomforth helped a proposal team at a Big Four firm walk the talk on digital and close multiple Fortune 50 deals

The Challenge

In a saturated market, this Big Four accounting firm was seeking a more meaningful way to engage in the sales cycle and demonstrate their digital DNA. Many of their competitors were not only offering similar services, but their proposals looked nearly identical. Communication was lacking dynamicity while email and PowerPoints as the sole medium felt outdated.

In reviewing their methodology, the firm identified an opportunity to differentiate themselves by introducing a more digital mindset to RFPs and proposals.

The Impact

The use of microsites in the sales process has allowed the firm to show their clients that they are truly digital. They are able to move away from printing out thick paper decks and presenting structured slide shows to be more dynamic with their clients. Microsites allow them to put the depth of their thought leadership and experience at the fingertips of their clients — all in an interactive, digital format that is simple to update on the fly.

The firm has seen year-over-year growth in productivity, win rate, and client satisfaction. More than 7,000 users of internal microsites across the firm have improved employee engagement and user experience.

As a result of the success that the team has found using Zoomforth, coupled with Zoomforth's willingness to collaborate on its product roadmap, Zoomforth is now rolling out the platform within other member firms.