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Trusted by 65+ Briefing
and Event Programs

We highly value and prioritize our customers’ feedback as it serves as a driving force for our continuous development and innovation.

BlueCross BlueShild
BMC
Broadcom
Cisco
Cognizant
DocuSignt
IBM
LinkedIn
Meta
Nvidia
Okta
Paloalto
Pega
Philips
PTC
Redhat
Rockwell
Snowflake
TMobile
UnderHealth Group
United Technologies
Xerox
Zoom
65+ clients
BlueCross BlueShild
BMC
Broadcom
Cisco
Cognizant
DocuSignt
IBM
LinkedIn
Meta
Nvidia
Okta
Paloalto
Pega
Philips
PTC
Redhat
Rockwell

Customer Quotes

I'm such a fan of BriefingSource! The tool provides the whole process for planning and executing our briefings, keeping me organized at every step. The Task Manager works fabulously tracking completed actions and next steps to keep things moving forward. And we appreciate how incredibly responsive the team is whenever we have questions.

Erica Brendle

Erica Brendle,

Briefing Center Manager

BriefingSource not only manages the workflow of every aspect of our briefing program, but it enables the globalization of our program by putting everyone, no matter where they are in the world, on the same page. BriefingSource is a very powerful forcing function that drives visibility, consistency, clarity, and quality for NetApp.

Don Childs

Don Childs,

Global Director, Customer Engagement and Advocacy (CEA)

The best part about partnering with the BriefingSource team has been the unwavering commitment to our success at Nutanix.  David and team have gone above and beyond when it comes to working with us on customizing for our needs.  At times it was a challenge to work with our Marketing operations and IT teams to get the right integration points established, however they endured the rigorous security requirements and did it all with a positive attitude and passion. The user interface and the extraordinary power of the platform INTEGRATED with Nutanix’ instance of SFDC makes BriefingSource a powerful and important business sales tool.  The ability to customize to our specific business needs makes it the MOST powerful briefing management tool on the market.

Michelle Limbocker

Michelle Limbocker,

Director, Global Executive Briefing Programs

I’ve worked with David and Julia from Briefing Source for many years now and have always said, every time I leave a call with them, I find out something new about the tool that I love!. Partnering with BriefingSource has been wonderful for our program. The dedication and expertise their team brings to every interaction is what I appreciate most. They are the best fit for us due to their unique ability to tailor their services to our specific needs, streamlining our processes and solving the challenge of efficient scheduling. When it comes to scheduling tools, BriefingSource stands out with its robust design and great functionality, ensuring that our program runs smoothly and effectively.

Jenna Francesconi

Jenna Francesconi,

Operations Supervisor, Corporate Experience Team

BriefingSource makes it easy to document every aspect of planning a briefing in one place. You're no longer going to a word doc for the agenda, an excel sheet for travel logistics, a vendor for inventory stock, a survey tool to collect feedback. You can track and record everything in one platform. The Customer Experience Portal is a genius addition to BriefingSource. It displays all the details in a clean, visually pleasing format and adds another layer of professionalism. It makes me look good and takes care of the hard work for me. And, the support team is incredibly wonderful to work with. They are prompt, professional, inquisitive, and above all, they are kind. They make it so easy to work together and have built a reputation of listening and encouraging possibility.

Hana Park

Hana Park,

Executive Briefing Program Manager

Upon stepping into the role of briefing manager for Hitachi Vantara, I inherited onboarding a new briefing request platform provider that my predecessor had started.  As BriefingSource was the platform being replaced, and my team had positive feedback on their BriefingSource experience, I was unclear as to why the switch was taking place. The new platform was still in the development stages with phased launches and the experience was frustrating for my team. I also struggled with the new platform as it was not intuitive and there were many steps and editing that needed to take place.
We just needed quick results and not phased enhancements or learning curves. Another attribute that I was quickly looking to implement was integration of the request platform with Salesforce. The new vendor was not ready to integrate with Salesforce and I was having to wait for that "phase" of their launch. David and team were quickly able to reinstate our BriefingSource platform and previous data within a week. We barely skipped a beat! I am a huge fan of BriefingSource and the whole team. The Customer Service Team is dedicated and quick to engage. My briefing team is extremely grateful to be back on track and we are moving our briefings through the process with ease and confidence. I find BriefingSource to be very intuitive and easy to navigate, and if I can't figure it out there are live and recorded trainings that provide all the support needed. The adage of "if it's not broke don't fix it" certainly applies to our situation and we are grateful for the partnership with BriefingSource.

Gail McGrath

Gail McGrath,

Manager, Global Executive Briefing Program

We love partnering with Briefing Source because they are always looking to find easy solutions to create a bigger and better platform to help us grow our program. This tool works at any stage of the business because of the collaboration and the ease of use due to the open communication of the team!





Simone Sterling

Simone Sterling,

Executive Program Marketing Associate Manager

BriefingSource stood out from the start because they come from briefing program experience and understand the needs and the journey – whatever stage you may be at. The trust was there and still is today. I felt they understood we were in the early stages of establishing our program and knew what foundational building blocks we needed to focus on first, to fully see and feel the benefits of having a scheduling tool. BriefingSource has helped us standardize our pre-briefing process from one center to multiple locations. They’ve also played a big part in how we report and show the metrics/impact of our program. I appreciate the BriefingSource team's continued willingness to help our program’s current and growing needs - whether it’s a feature that we haven’t used and need assistance getting familiar with/implementing, or just listening to requests for new features and considering for future development.

Gail McGrath

Anthony Pham,

Director, Executive Briefing Program

I’ve been using BriefingSource for several years and I find it to be an intuitive and reliable tool. If something isn’t working as expected, I can rely on David and Julia to resolve most issues quickly. We appreciate how the BriefingSource team helps us find solutions. Since we don’t have digital signage identifying our rooms, BriefingSource allows us to easily print out 11 x 17 agendas with the account name prominently displayed for our ‘floor room stands’ with just one click! Another requirement for us is providing our discussion leaders a Google Doc version of the Briefing Overview document. The BriefingSource team added a field to our form that allowed us to populate our invites with that Google link. Big time saver for us. It’s a pleasure working with the BriefingSource team. They’re always willing to jump on a call to help when needed.

Sylvia Fox

Sylvia Fox,

Sr Briefing Engagement Manager