Challenge

Wibo, a learning solution that helps managers build their leadership skills, faced typical startup challenges: a small team, packed calendars, and too many manual tasks. Instead of bringing in new clients, their sales team was bogged down with organizing call notes, creating personalized follow-ups, and syncing data into their CRM.

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Solution

• Piper streamlined all post-call tasks, including note-taking, follow-up email generation, and CRM updates, freeing up Wibo’s team for higher-value work.
• With Piper's automation in place, Wibo redirected time from tedious tasks toward strategic sales activities and client success.
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Result

Cut administrative work in half

By automating repetitive tasks like data entry and follow-ups, Piper reduced administrative work by 50% for Wibo’s sales team. The result? More time to focus on deal-closing and relationship-building.

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Implement the Workflow That Works for You

Piper’s flexible platform allowed Wibo to improve their workflow without the limitations imposed by their CRM. They tailored each phase of the sales process—from discovery to closing—to align with best practices and their proven methods.

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Stay true to your learning culture with Piper

Piper’s collaborative features helped Wibo reinforce its learning culture. Sales reps could easily share recorded calls and notes, enabling them to learn from each other’s successes. Sales managers gained better oversight, improving onboarding and continuous development for the entire team.