Customer Stories

Case Studies

• Category: Client Story

  Streamlining operations at a leading analytics platform

  A leading workplace performance analytics platform streamlined its operations by implementing Pact, reducing communication noise and improving cross-functional collaboration. This transformation enhanced task management and operational efficiency, setting a new standard in workplace performance and strategic growth.

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• Category: Client Story

  Revamping customer success at a hi-tech sound equipment company

  A leading hi-tech sound equipment company in California streamlined its shipping and invoicing processes by partnering with Pact for workflow automation. Faced with delays due to inconsistent data across systems, the company implemented Pact's "process as code" approach, integrating real-time data to improve efficiency and management oversight. This overhaul led to over 90% on-time completion of workflows, prompting further expansion of Pact's solutions within the company.

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• Category: Client Story

  Optimizing CRM Management for Melonn

  Melonn, a leader in e-commerce fulfillment, faced a critical challenge concerning the management of its HubSpot CRM pipeline. Updates to active opportunities weren’t happening consistently, which prevented them from having accurate reports and reliable revenue forecasts. This meant managers had to do extra work to remind sales representatives to keep their data up-to-date. Moreover, they were reporting inaccurate forecasts to the board, which resulted in constant updates and unnecessary friction.

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• Category: Client Story

  Transforming CRM updates into revenue growth at a leading digital intelligence platform

  At a leading digital intelligence platform provider, the sales team struggled with outdated Salesforce data, leading to inaccurate sales forecasts, wasted time, and lost deals. Bill, a sales leader at the company, noticed his teams were spending valuable meeting time discussing data updates instead of focusing on maximizing revenue.

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