Case Study: The Payment Group achieves faster outbound sales and automated Salesforce workflows with PhoneIQ

Accelerating outbound sales with The Payment Group

The Payment Group, a 30‑employee financial services firm providing digital payment solutions to municipalities, needed an outbound dialer late in 2019 that was powerful but not overly complex. Tasked with finding a fit-for-purpose solution, Justin Motz (Director of Marketing) sought a tool that integrated with their Salesforce environment; they selected PhoneIQ and its PhoneIQ Agent for Salesforce Sales Cloud to meet that need.

PhoneIQ implemented click-to-dial and power-dialing within a day, delivered Salesforce‑based dashboards for real-time SDR activity tracking, and allowed TPG to template and automate workflows without issues from the PhoneIQ managed package. As a result, The Payment Group gained instant visibility into outbound performance, smoothly transitioned to remote work during COVID-19, and improved sales efficiency through PhoneIQ’s streamlined dialing and reporting capabilities.

The Payment Group

Justin Motz

Director of Marketing