Apptegy onboard employees 2x faster and increased close rates by 7% using Helpjuice

Quick Overview

Industry: Education Management

Location: USA

Team size: 51 - 200

"We are saving 4-8 minutes per email of researching the links and contact info to include. HelpJuice has made a difference on the efficiency and impact of our sales work, which is valuable. - Melissa Stone, Sales"


Industry: Education Management

Location: USA

Team size: 51 - 200

Education Management

(51 - 200 people)


What's the purpose/goal of your KB?

Our teams had trouble staying on top of the dynamic nature of our references database. What I mean by that is how our client pool tend to change, as school district superintendents often move districts. Being able to maintain an organized database has been a game-changer because internally, we now have a notification system to keep more people in the loop and only update in one place, instead of a scattered, or at worst, undocumented knowledge base. 

Building a library of content and being able to easily organize and maintain it has cut down on knowledge loss when a team member leaves the company or goes to another department. Cutting down on internal silos has been a major goal of mine, and with Helpjuice we have been able to bookmark and use a simple tool to keep everyone on the same page. Before, we'd waste time asking the same questions every few weeks, and waste team time responding. It's also opened the door to further ideas of what else we could add to the database, which has strengthened our shared repository.


What solutions did you approach before you decided to go with Helpjuice?

The company was using Guru, Wiki and few more solutions before switching to Helpjuice 2 years ago. Ease of use to edit and update has been the major influencing factor since then because as a tech company, we had to let our developers work on code instead of having to code our Wiki manuals. 


Why did you decide to use Helpjuice?

We made the switch to Helpjuice because of ease of use and cost savings. We've been able to have multiple users from multiple teams working on maintaining our library on Helpjuice without stepping on one another's toes, and that's been invaluable. Getting more people involved, by removing the technical barrier, spreads the work out and saves everyone time.


What's your favorite Helpjuice feature?

Unlike Wiki or Guru, I love that with Helpjuice I can see all my cards and info in an easy-to-use dashboard. I don't have to toggle back and forth as much because it's all in one pane of glass, and I can preview easily to make sure formatting is on point. I also love that with Helpjuice formatting is pretty easy, I can utilize the basic editor tools you would expect. This helps maintain consistency with our branding when we copy/paste from the database for sharing with clients or prospects.


What problem are/were you looking to solve with Helpjuice?

Our sales and account management organization hadn't had a streamlined way to keep track of client references prior to our use of Helpjuice. We've been growing at exponential rates, and in the last 5 years have gone from 3 beta clients to nearly 2,000. With better social proof, our close rates have risen by ~7% on average. Of course there are other contributing factors, but we are able to provide higher quality references to prospects because there's an easy and organized database that makes it quick to search and share. 

Our company uses HelpJuice for task manuals, benefits and policies, and have only in the last year started to store a dynamic database of current positive references. By having these formatted and ready to go, we are also saving 4-8 minutes per email of researching the links and contact info to include. HelpJuice has made a difference on the efficiency and impact of our sales work, which is valuable.



What kind of an impact has Helpjuice had?

- Increased close rates by 7%

- Reduced repetitive inquiries ~3x per month

- Save a collective ~22 hours of look-up/hyperlink/copy/paste tasks per week (12 team members x 5 minutes per follow-up email x 5 follow-up emails per day)

- Company-wide, because of task manuals, we onboard employees ~2x faster

- Also, with internal employee cards, we get to know our remote teams 3x as well



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