Case Study: Patriot Software achieves improved customer retention and streamlined deal cycles with Outreach Success Plans

Success Plans ‘100% beneficial’ for improving Patriot Software’s deal cycles

Patriot Software, a Canton, OH-based provider of affordable accounting and payroll tools, faced a scaling challenge after 130 months of continuous growth: onboarding accountants, bookkeepers, and CPAs through complex Data Migration Plans (DMPs) was tracked across spreadsheets and disparate systems, causing lost visibility, stalled deals, and churn among partners handling hundreds or thousands of clients.

By adopting Success Plans in Outreach, Patriot centralized DMPs, timelines, communications, and action items into a single source of record and set clear expectations with partners. The result was improved customer retention, streamlined and faster deal cycles, quicker rep onboarding, greater capacity to scale (with plans to add dedicated onboarding staff), and a happier, more productive partner success team.

Patriot Software

Sam Beall

Partner Success Team Lead