Softjourn, Inc.
79 Case Studies
Case Study: PEX Card streamlines customer onboarding with Softjourn's Salesforce CRM integration
A Softjourn, Inc. Case Study
PEX Card streamlines customer onboarding with Softjourn, eliminating 4 manual steps
PEX Card, an expense management platform, faced a challenge with its inefficient, manual process for onboarding new customers. After a previous successful engagement, they turned to vendor Softjourn, Inc. to automate the integration between their website, Salesforce CRM, and the LexisNexis service for background checks.
Softjourn implemented a solution that automated the entire customer addition process. This integration eliminated manual data entry and steps, which resulted in immediate benefits for PEX Card employees, including automated business processes, increased operational efficiency, and a better use of their time.
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