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Partner Success Story

Sharing success is critical to our partnership growing together. Please take a moment to share a success story you feel would benefit your organization and ours in presenting solutions in a new way. And, even if it’s not a new way, we want to know too! We appreciate knowing where you are seeing the most in-market success and want to share that information to the team.

Company Name:
Decision Maker Name & Title:
Influencer(s) & Title(s):
Primary Industry:
Website:
Business Needs
Which departments were involved in this purchase?
Was the decision to pursue new technology driven by end-clients or trading partners?
Was there dissatisfaction with the previous technology?
Was there a specific vertical market that the solution was most appropriate forand if so, which?
What business processes/applications (order-to-cash, invoicing, inventory management) were being affected or have been improved with the implementation of this software? (please quantify if possible)
What product features helped correct the business needs immediately?
Did this solution play a part in achieving any key initiatives for the company and if so, how?
IT Issues
What were the IT specifics that needed to be met?
What need surfaced that initiated the search for a new solution?
What were the key buying criteria in finding the right solution?
Who was on the short list for consideration?
What were the deciding factors that led to choosing Cleo in the end?
Were there any product features in the Cleo solution that were differentiators?
What did they think of the on-boarding/integration of the software and how did that go?
/Cleo Solution
Did the Partner/Cleo solution meet or exceed the expectations? How? (Specifics)
How quickly do they expect to realize ROI?
How much were they able to save by using this solution, today? What are the anticipated savings over time?