Case Study: FiveStars Loyalty Simplifies Onboarding with Sertifi and Zuora

FiveStars Loyalty Simplifies Onboarding with Sertifi & Zuora

FiveStars Loyalty, a company providing loyalty and marketing automation for local businesses, faced a significant challenge in its client onboarding process. Their sales team used a disjointed system where reps had to spend over ten minutes on post-deal calls to guide clients through a difficult eSignature process and manually collect credit card information over the phone for entry into their Zuora billing system. This was time-consuming and created security risks associated with handling sensitive payment data.

The company implemented Sertifi and its integration with Zuora to streamline onboarding. This solution provided clients with a single, branded link to simultaneously sign their contract and securely enter payment details, entirely eliminating the need for manual data handling by sales reps. Sertifi helped FiveStars save 20% of post-sale time on each deal by removing these calls and significantly reduced PCI compliance risk.

FiveStars Loyalty