Customer Success Program

By using Qvidian RFP and proposal automation with SalesEdge, you have a partner that will guide you beyond proficiency. 

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A Personal Success Journey for Your Team

We realize the needs of your business never stop changing. The Customer Success Program at SalesEdge is how we do business to guide you beyond proficiency in your use of RFP and proposal automation software. We partner with you to maximize your investment in Upland Qvidian and Upland FileBound.

Onboarding and Training

Our team partners with you to ensure a successful implementation that includes workshop-based or private online training—incorporating best practices and guidance to help you achieve your goals. We guide you to success through measurable milestones, either online through a series of scheduled meetings, through intensive two-day, in-person workshops onsite or at the SalesEdge Training Center.

Customer Success Managers

Once your solution is in place, a member of the SalesEdge team will get to know the breadth and depth of your business to help you get the most out of your investment. Your Customer Success Manager (CSM) partners with you to help you apply Qvidian to your evolving business initiatives.

Guidance and Training for Continued Success

In support of your evolving business initiatives and staff development goals, SalesEdge offers flexible training options tailored to your immediate needs. We collaborate with you on a training plan customized for your processes and goals.

Technical Support

Upland Qvidian’s Global Support Organization will ensure you have access to solution experts around the clock to address any concerns during deployment. Once your solution is in place, support will remain available during business hours and for high-priority issues for Qvidian.

Product Feedback Loop

Direct customer input helps guide new Qvidian features, which are prioritized based on the most benefit to the customer.

“SalesEdge LLC has far exceeded our expectations. Each staff member involved with our account has been extremely knowledgeable, personable, and responsive. Their support has enabled us to build a fully functional Qvidian database for production of competitive, high-impact proposals.”

– Pam, Executive from a top 10 national insurance company

Ready to get started?

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