Case Study: Impact achieves operational excellence with WorkPatterns

How Impact uses WorkPatterns to achieve operational excellence

Impact, a company providing enterprise partnership automation software, faced operational challenges after the transition to remote work during the COVID-19 pandemic. Their meeting agendas and action items were scattered across documents and emails, and their sales team struggled with manual CRM upkeep, which dominated meeting time and hindered pipeline accuracy.

WorkPatterns provided a solution with its platform and its Sales Assistant module. The software centralized meeting workflows for 1:1s and team meetings, enabling asynchronous collaboration and tracking accountability. For the sales team, Sales Assistant automated CRM action items, created notifications for missed steps, and integrated with Salesforce and Slack to reduce administrative work. This resulted in a 290% improvement in CRM data accuracy, a resolution time for data issues that is four times faster, and over 1,700 automated Salesforce actions, allowing the team to focus on revenue-generating activities.

Impact

Marilyn Valace

VP of Sales