Outreach
48 Case Studies
A Outreach Case Study
Gravity Payments, a credit card processing company focused on serving independent businesses, faced growing pains as deal information was scattered across spreadsheets, sticky notes, emails, and chat. Relationship managers spent up to 10 minutes per deal just searching for status—an estimated 83 hours lost across 500 deals—leading to slower execution, inconsistent sales motions, and poorer pipeline visibility.
Adopting Success Plans standardized their sales playbooks with reusable templates and a centralized dashboard that clarifies timelines, tasks, and ownership. The change consolidated deal information, saved hundreds of hours, sped up deal closings, improved forecast accuracy and pipeline visibility, accelerated new-hire ramping, and helped Gravity scale while maintaining high-quality customer service.
Tyler Fujishin
Sales Enablement Manager