Case Study: Addepar boosts sales efficiency and speeds onboarding 60% with Gong

Addepar leaders increase sales efficiency with Gong

Addepar, a fast-growing wealth management platform with five teams and nearly 100 people, struggled to make the most of its sales leaders’ time—creating relevant action plans was difficult and coaching across market segments was time‑consuming. To tackle this, Addepar implemented Gong, leveraging Gong’s Deal Insights, Trackers, Deal Drivers and Call Library to capture call data and surface the signals that matter.

Using Gong, Addepar standardized behaviors (for example, enforcing an “Is there anyone else?” checklist), automated visibility into calls, and distributed coaching via Slack integrations and Trackers. The outcome: faster, data‑driven decisions and more strategic meetings (Jamin Fochtman reports a typical 30‑minute meeting now takes five minutes), onboarding and internal transitions 60% faster, and clearer control over deal outcomes thanks to Gong’s insights.

Addepar

Jamin Fochtman

Head of Sales Enablement