Case Study: Workiz achieves faster sales growth and stronger team alignment with Quantive Results

Workiz Navigates Growth Using OKRs from Quantive Results

Workiz, a California-based SaaS CRM platform for on-demand SMBs, was growing quickly and needed a better way to balance sales execution with strategic planning. As revenue and hiring accelerated, the team struggled to make time for broader KPIs like sales enablement, training materials, and cross-functional alignment, so they looked for an OKR platform in 2018. They chose Quantive and its Quantive Results product to support that effort.

With Quantive Results, Workiz improved transparency, engagement, and collaboration across sales and operations, helping teams track goals, surface blockers, and align more effectively. The platform helped build a stronger sales training system, enabling new reps to ramp up faster and close sales more quickly and effectively. After a year using Quantive Results, Workiz had more than doubled in size, and every employee was successfully tracking goals, even during the shift to remote work.

Workiz

Richard Lingle

Sales Team Manager