Intuit Quickbooks Online

Revolutionising Accountant Training on a Global Scale

How Intuit sky-rocketed customer satisfaction, loyalty and retention with a game-changing integrated digital learning platform.

  • Content

EXPECTED

In a fiercely competitive landscape, market leader Intuit knew it had to raise the bar to stay ahead of the game. Building long-lasting, meaningful relationships and delivering an unparalleled customer experience was essential for their continued success. At the same time, customers were on the hunt for an account platform that offered substantial business value through improved interaction and engagement, helping their business to get ahead too.

Intuit needed to strengthen the connection between Intuit’s innovative products and its valued customers. That’s where we stepped in.

DELIVERED

We completely overhauled their ProAdvisor QuickBooks Online training and certification program to create an intuitive customer-first platform. Our goal? To create a training system that would grow with the product creating long term value for Intuit and their customers alike.

We delivered a comprehensive digital learning strategy consultation, leading to the complete redesign of the training content and certification exams, and the creation of a custom LMS/CMS global training platform.

The real game-changer? Our custom LMS/CMS platform integrates directly into QuickBooks Online Accountant, providing instant access to training right within your workflow.

With a streamlined learning process, users can quickly become experts, keeping pace with the latest product innovations and reducing the need for support. Our platform allows users to craft personalised learning paths that cater to their unique needs, fast-tracking their journey to expertise and empowering their professional growth.

By collaborating across multiple business units, we boosted program efficiency with automation, customer tracking, and reporting. Our tools make it easier than ever to access vital information, leading to fewer customer issues and skyrocketing satisfaction. A win-win for everyone.

EXCEEDED

Results that speak volumes:

  • Trained users in the US: 1 million+
  • Average user training rating: 4.7/5
  • Certifications awarded in the US: 517,038+
  • New customers signed up by certified vs non-certified users: 10x increase
  • New accountants signing up for QuickBooks Online training in the US per week: 2,500+

Beyond boosting revenue, the platform has elevated the skills and confidence of accountants, turning them into adept, trusted advisors for their clients, and increasing their loyalty to the Intuit QuickBooks Online brand.

 

 

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