Challenge

Payflow, a fast-growing FinTech company dedicated to maintaining investor confidence, faced challenges with forecast accuracy and administrative overload.

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Solution

Integrate Piper to streamline data entry and administrative tasks.
Channel newfound time and energy into deeper analysis, smarter decision-making, and investor relationship.
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Result

50% Boost in Forecast Accuracy

Payflow, a fast-growing FinTech company dedicated to maintaining investor confidence, faced challenges with forecast accuracy and administrative overload.

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From Admin Overload to Sales Success

By comparing Account Executives using Piper with those who didn’t, Payflow discovered that Piper cut admin time by 50%. This allowed their AEs to focus more on what truly matters: closing deals.

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Plus Stress-Free Vacations

An unexpected benefit: peace of mind during vacations. With the CRM automatically updated after each call and email, handovers before time off are smooth and comprehensive. Returning to work is hassle-free, with everything well-organized and accessible.

“The information I have in the forecast is much more accurate. Thanks to Piper, our forecast deviation has been reduced by 50%.”