Salesloft
76 Case Studies
A Salesloft Case Study
PandaDoc, an all-in-one document workflow platform, was struggling to automate and standardize how it evaluated, prioritized, and routed thousands of inbound leads from its free trial program. The team also needed a better way to educate prospects, qualify opportunities, and keep reps aligned on the right conversation track, and it turned to Salesloft for help.
With Salesloft, PandaDoc built team cadences, automation rules, and analytics-driven workflows to streamline inbound sales and improve consistency across the funnel. The results included three of the company’s top pipeline-generation months, a 37% connection rate, a 35% opportunity creation rate, and a 40% boost in average contract value without increasing time to close, while Salesloft also helped reduce manual work in finance and support other teams.
Denis Malkov
Director of Revenue Operations