Congruent Solutions unlocks 50% bandwidth for presales & product teams with SiftHub

About Congruent Solutions

Congruent Solutions is a technology and operations partner specializing in retirement plan administration for the U.S. retirement industry. With deep domain expertise and a strong focus on compliance, Congruent delivers platform-based services and digital transformation solutions to plan providers, recordkeepers, and third-party administrators, helping streamline operations and enhance customer experience.

The Challenge

As a technology and services organization, Congruent Solutions has multiple customer-facing teams that own domain expertise – sales, presales, product management, professional services, and engineering. Each of these teams had their own siloed data sources, and this led to a lack of consistency across client messaging.

“The company has seen rapid growth in recent years, and with this growth, the challenge of obtaining the right information at the right time has become increasingly evident.” - Mahesh Natarajan, Chief Revenue Officer at Congruent Solutions.

Functional and technical team heads at Congruent Solutions were spending an excessive amount of time responding to repetitive questions. “The answers existed in our systems, but they were hard to locate due to tribal knowledge. Our teams often spend more effort to reconcile various responses to provide consistent answers,” said Vivek Kannan, Presales Consultant at Congruent Solutions. 

“We were looking for a solution that satisfied 3 major requirements. First, it needed to be a one-stop shop for all our company knowledge. Second, our teams needed to be able to contribute content, curate it, query, and use it – establishing a feedback loop to continuously enrich the knowledge. Finally, we needed a solution that could integrate seamlessly with multiple data sources. SiftHub checked all the boxes for us,” said Mahesh.

The Solution

Today, Congruent Solutions has around 30 users of SiftHub spanning across sales, presales and product teams. Here’s how these teams tap into the power of SiftHub’s AI platform:

• Sales teams: Access information on retirement expertise, domain knowledge on Congruent’s platform capabilities, security details, and more to respond to customers and prospects 10x faster. 
• Presales & Product teams: Respond to RFPs, security questionnaires, and repetitive ad-hoc questions with ease, freeing up bandwidth for more high-impact work. “We’ve gone from taking 1-2 weeks to gather and finalize responses to being able to submit within 2-3 days!”

“Implementation was seamless, and the platform is incredibly intuitive and easy to use for our teams.” Mahesh said.

“There’s also ongoing collaboration with the SiftHub team through weekly calls to drive tool adoption and help educate on new features. Every week, there’s something new and exciting to explore.” Vivek added. 

Top feature call-outs:

Enterprise search: “This is currently our most common and also most valuable use case. Our teams have gone from being unable to find the information they need and asking five different people for answers to getting instant access to the knowledge they need.”

Autofill RFPs: “In our space, we sometimes see close to 4-5 questionnaires per prospect, so SiftHub’s Autofill capabilities have been a massive time saver. We’re now able to generate the first draft in minutes, and spend more time on reviews and approvals.”

Would Congruent Solutions recommend SiftHub to others?

“Several members in the organization have already recommended SiftHub to others in their network, from our CEO to our Presales Consultants and Business Analysts. We’ve already seen huge value in the platform, and we look forward to expanding our use cases beyond RFP completion and query resolution to more strategic implementations of the AI teammate." - Mahesh Natarajan, Chief Revenue Officer, Congruent Solutions.