We highly value and prioritize our customers’ feedback as it serves as a driving force for our continuous development and innovation.
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"BriefingSource was clearly the right solution for our program because of its ease of use, ease of customization and the overall platform performance. My team absolutely loves the time savings by utilizing the Agenda Builder and the automated intelligence within the tool. By implementing the latest SFDC integration with BriefingSource I was able to “wow” my senior executives and work with our marketing data science team to provide not just insights and what has happened, but the downstream impact on the business. BriefingSource allows me so much agency over the platform, enabling me to make instant adjustments without having to pay for changes. I appreciate that the team is not overstaffed or bureaucratic, and when I need assistance, the team is extremely responsive."
Adam Stephenson,
Senior Director of Global Executive Briefing Program
"I’m a team of one. When taking on the added responsibility of executive meetings at tradeshows and conferences, I needed a tool that was simple yet customizable which made it a really easy decision to move forward with EventSource. The field was already familiar with it so I wasn’t having to teach them a new skill. It’s been a dream working with the BriefingSource team and I use them as an extension of my team. I can reach out and know that I’ll get a response extremely quickly and with a thoughtful answer."
Mary Stratton,
Senior Manager, Executive Briefing Programs
"Our charter is to ensure the global EBC program has all the tools they need from a business systems perspective, including business insights and analytics. We are very focused on our budget. We wanted to ensure a service that would provide a high quality product and not break the bank. BriefingSource was so aligned with our workflows, and we needed to ensure the briefing managers had a lift in productivity, it was kind of a no-brainer. BriefingSource has provided more flexibility with the Agenda Builder and based on the speaker profiles we’ve built, helps our briefing managers select the best speakers. BriefingSource is one of the best vendors I’ve worked with for several reasons. It’s the people. They understand what we do, how we do it and they speak our language. A game changer for us was having a development team that’s willing to work with us, ensuring our data is secure and the APIs are available to us. We see quick responses to our tickets. They want to work with us and they listen."
Rose Renz,
Director, Innovation Operations
"I’ve worked with BriefingSource for over 10 years. BriefingSource allows my team to be much more effective. It has become the platform to keep track of our content portfolio and discussion leaders, automates the design and delivery process, has customizable email templates, and generates the executive briefing overview document. It really took the program to the next level. I love that despite owning the market and now multiple dozens of teams are using BriefingSource, the team is still very accessible. We have a fantastic relationship and I always get the support I need. I can volunteer ideas for the next round of features and capabilities. And the team is very very generous spending time with my briefing managers, educating us on how to best use the platform and helping to discover capabilities we may have forgotten about."
Dmitry Risukhin,
Head of Executive Briefing Centers
What I love about the BriefingSource team is their commitment to listening to our needs and ideas for improving efficiency. During onboarding, we asked if they could incorporate our existing process checklist into their platform so we could manage everything in one place. They saw the value in this and developed the Workflow Tracker feature, which has been a life-saver! Now, our team collaborates more seamlessly across pre-engagement planning, day-of execution, and follow-up. We're grateful to have a business partner that values our feedback and builds features that genuinely meet our needs. Thank you, BriefingSource!
We are so glad we chose BriefingSource as our primary source of truth to plan, manage and execute our customer engagements! We’ve had such a positive experience with the onboarding process and learning to use the tool. It’s very intuitive and provided exactly what we were looking for including a well-defined process and meaningful reporting. It’s really hitting the mark! And the team has been fantastic in responding to our questions as we’ve gotten up and running. We are excited about utilizing even more of the available capabilities including many of the new features that the BriefingSource team continues to release on a regular basis!
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.
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.
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.
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
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.
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.
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!
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.
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.
BriefingSource has been a game changer for our program. It has allowed us to create a more robust and efficient request process for our sales teams and enable greater scheduling and planning abilities for our briefing coordinators. We’ve gone from using excel sheets, one-off documents, and a clunky SharePoint, to a single and easy to use platform that can do it all. What we appreciate most about working with BriefingSource is that they came from the briefing world which means they understand our challenges and needs. Not only have they designed an intuitive and reliable platform, but they’ve been such a willing partner to help our program by working with us to customize the tool to fit our own needs and use-cases that are specific to our program. It’s been a pleasure working with the BriefingSource team, and we look forward to continuing to partner with them in the future as we grow our program.
Working with the BriefingSource team is an absolute pleasure! They are always open to new ideas to enhance our platform, which has proven to be both innovative and reliable. Their service remains affordable without compromising on quality, and the platform's consistency ensures it never fails us. It’s incredibly reassuring to work with a team that is always quick to troubleshoot when needed. We appreciate the collaborative partnership we’ve built with such a dependable and forward-thinking team.
The BriefingSource team is incredible! A wonderful partner who wants to work with us to tailor the platform to our specific requirements. We needed to automate and simplify our processes, and the integration with Salesforce was a must. BriefingSource has provided us with a platform that our Experience Centre and Sales teams utilise as one source of truth. It has also driven process enhancements and improved the briefing information we receive so that the customer experience is the best it can be. BriefingSource was the tool we needed but more importantly, upon meeting the team, we felt they would be a long term trusted partner. There is nothing they can’t do and they go above and beyond in terms of support!
