Why Setuply?
Accelerate Revenue Recognition, Enhance Client Retention, and Optimize Operations with Setuply
In the competitive B2B landscape, achieving rapid revenue recognition, maintaining high client retention, and ensuring operational efficiency are critical to success. Setuply offers a market-leading AI-driven platform that unifies client management experience (CMX), providing a proactive approach that transforms these objectives into measurable outcomes. You can accelerate revenue recognition, drive client retention, and maintain complete control over the client journey—from the first interaction to long-term success.
Move Faster. Scale Smarter. Deliver More.
Imagine having a real-time pulse on incoming clients, your onboarding processes, team capacity, and client lifecycles—all through a single, intuitive interface. Without Setuply, getting this comprehensive view requires stitching together data from multiple logins, tools, workflows, and manual updates. Setuply consolidates client onboarding, lifecycle management, and analytics into a cohesive, single-pane experience. This eliminates inefficiencies and turns client management into a competitive advantage.
Inova Accelerates Growth & Revenue Forecasting
Inova, a premier provider of integrated payroll, HR, and benefits solutions, partnered with Setuply to streamline their sales-to-implementation transitions. This collaboration led to a 69% increase in projects started, a 76% rise in active implementation projects, a 44% reduction in stalled projects, and a 16.5% decrease in employee turnover.
"Setuply has exceeded our expectations, enabling faster implementations and enhancing client satisfaction. With the platform’s advanced capabilities, we can now easily see the revenue we expect by service for a specific client at a specific time. That’s a power we’ve never had before."
— Coray Grove, Chief Revenue Officer at Inova
EL-ITE Delivers High-Touch Client Experiences At Scale
As a leader in HCM implementation and support, EL-ITE Consulting sought to streamline operations, improve efficiency, and enhance partner onboarding. By adopting Setuply’s all-in-one platform, EL-ITE centralized workflows, automated repetitive tasks, and introduced structured case management, resulting in 300% faster response times.
"Setuply not only standardized our partner interactions but personalized them. We now have a systematic yet flexible framework that adapts to each partner's unique requirements."
— Aubrey Baker, Director of Strategy and Business Operations at EL-ITE
Innovative Business Solutions Eliminates Operational Bottlenecks & Boosts Efficiency
Innovative Business Solutions, a leader in HCM automation products, aimed to optimize their client implementation process. With Setuply’s comprehensive visibility, they identified hidden bottlenecks, streamlined workflows, and enhanced team performance, leading to a 33% improvement in team capacity.
"We’re now confident about unrolling other strategic initiatives like cross-selling our products to customers to increase their engagement and satisfaction. We’re no longer overwhelmed by large numbers of customers saying, ‘yes, please set us up on this new product or service.' We have the bandwidth now."
— Alice Hinton, Human Resources Product Manager at Innovative
Transform Your Client Management Strategy
Unlock unparalleled efficiency and drive measurable results with Setuply's AI-driven platform. You’ll transform how you manage clients into a strategic advantage.
Connect with us today to discover how we can accelerate your business growth.
