Impact found WorkPatterns shortly after the COVID-19 pandemic forced their global organization to be completely remote. Impact used WorkPatterns across multiple departments to replace scattered meeting agendas in floating documents and email threads. Impact also adopted the Sales Assistant module to streamline sales operations, all in one place. By automating CRM action items for pipeline accuracy, sales managers could spend more time coaching AEs and progressing deals.
Using WorkPatterns for both 1:1s and team meetings, managers and employees alike are able to work asynchronously, collaborate on timely discussion topics, and easily track accountability for action items.
Sales Assistant enhanced this further for Impact’s sales team by automating sales playbook rules and notifying AEs when their Opportunities were in violation. Impact’s sales leadership created what we call 'nudges' to notify Account Executives and BDRs of missed opportunity next steps, tasks, and upcoming close dates.
WorkPatterns' Salesforce, Slack, and MS Teams integrations enable reps to take action and update Salesforce in real-time with a single button click. By streamlining the level of effort it takes to maintain the CRM, Impact was able to automate annoying admin work and focus both individual and collective team meetings on revenue-generating activities.