Case Study: PandaDoc Cuts Meeting Prep Time 40% and Lowers Lead Response Time with Troops

Cut Meeting Prep Time 40% By Enlisting Troops

PandaDoc, a document automation platform, faced a challenge in its fast-paced commercial sales team. Their highly transactional process and strong website traffic made it difficult for sales representatives to stay focused on their highest-priority leads, while management struggled to keep up with team activity and ensure accountability.

To solve this, PandaDoc implemented the Troops platform within their heavily-used Slack environment. Troops delivered real-time notifications and reports directly into Slack, which helped reps immediately focus on the best leads and most important deals. The result was a dramatic decrease in priority lead response time to under five minutes. For management, Troops cut the time spent preparing for one-on-one meetings by 40%, creating significant efficiency gains.

PandaDoc

Jared Fuller

Vice President of Sales