Case Study: Impact achieves operational excellence with Charma

How Impact used Charma to achieve operational excellence

Impact, a provider of enterprise partnership automation software, faced operational challenges after transitioning to a fully remote workforce. Their processes, which relied on scattered documents and email threads for meeting agendas, were inefficient. Charma was brought in to bring structure, with its Sales Assistant module being adopted to specifically streamline sales operations and improve CRM accuracy.

Charma's solution automated CRM action items and sales playbook rules, notifying account executives of missed steps via "nudges." Integration with Salesforce, Slack, and MS Teams allowed reps to update records with a single click. As a result, Impact saw a 290% improvement in CRM data accuracy and resolved data issues four times faster. Over 1,700 Salesforce actions were automated through Charma, freeing the sales team to focus on strategy and revenue-generating activities instead of administrative work.

Impact

Marilyn Valace

Former VP of Sales