Everbridge, a leader in critical event management, implemented 6sense to improve the efficiency and scalability of its renewal engagement operations. By consolidating multiple manual processes into a single, automated workflow aligned to renewal timelines and regional requirements, Everbridge significantly reduced operational overhead and improved internal coordination across teams.
The Challenge:
Prior to adopting 6sense Intelligent Workflows, Everbridge managed renewal engagement through largely manual processes.
Key challenges included:
- Time-consuming manual segmentation for accounts with upcoming renewals (180, 90, and 30 days), without automated triggers or scalable logic.
- Fragmented campaign management, requiring multiple display programs to be built, launched, and monitored separately.
The Solution:
Everbridge partnered with the 6sense customer success team to design and launch an Intelligent Workflow that automated key components of its renewal engagement operations while maintaining centralized control and flexibility.
Key solutions included:
- Intelligent Workflows with Triggers and Branches: Automated workflow logic based on renewal timing, regions (North America and EMEA), and internal opportunity criteria, allowing teams to manage engagement activities at scale with minimal manual intervention.
- Always-On Efficiency Without Oversaturation: Structured, time-bound engagement windows ensured campaigns ran only during relevant renewal periods, supporting efficient use of resources.
“The Intelligent Workflows (IWF) have greatly benefitted our team by turning an extremely manual process into an automated one.”
Results:
6sense helped Everbridge significantly improve the efficiency and coordination of its renewal engagement efforts.
- Operational Efficiency Gains: Manual processes were replaced with automated workflows, freeing teams to focus on performance analysis, planning, and new initiatives.
- Improved Cross-Team Alignment: Marketing and operations teams aligned around a shared workflow and renewal framework, reducing duplication and saving significant time.
- Early Success Indicators: Improved internal visibility and engagement signals supporting renewal-focused initiatives.
“The new 6sense Intelligent Workflow tool has been a great addition. We really appreciate having an automated process in place.”
Shaping the Future
6sense is now integral to Everbridge’s retention operations, with plans to refine workflows and incorporate advanced reporting features.