Case Study: Impact achieves operational excellence with The Predictive Index PI Perform

With the help of PI Perform, Impact’s enterprise partnership automation software delivers actionable insights to activate rapid growth throughout the partner lifecycle

Impact, a global enterprise partnership automation software company, needed a better way to manage CRM accuracy and team workflows after going fully remote during the pandemic. Using The Predictive Index’s PI Perform, Impact replaced scattered agendas and email threads with guided workflows and a more structured way to run meetings and track action items.

The Predictive Index implemented PI Perform with Salesforce, Slack, and Microsoft Teams integrations, plus Sales Assistant automations to enforce playbook rules and nudge reps on overdue next steps. The results included a 290% improvement in CRM data accuracy, CRM issue resolution in under two days at 4x faster speed, and more than 1,700 Salesforce action items completed, helping Impact achieve near real-time forecasting and more time for revenue-generating work.