SproutLoud

CRM used: Sugar
Industry: Software Provider

SproutLoud is a leading SaaS-based Through-Channel Marketing Automation platform that provides software, service, and solutions designed to increase Brand sales through Partners in local markets.

contracts per year: 15,000
cut document creation time by: 50%
hours team now saves per day: 13

Who

SproutLoud is a leading marketing platform that helps corporations manage and deploy local marketing campaigns through an easy-to-use online portal. Based in the sunny state of Florida, and in business for over 10 years, SproutLoud’s impressive client list includes Better Homes & Gardens, Vista Outdoor, and Milwaukee Tool.

The problem

SproutLoud needed a way to make their team more efficient. They were using multiple apps (EchoSign, MS Office, Sugar CRM, and Zendesk) to manage contracts, eSignatures, and customers. Since the tools didn’t integrate well with one another, they were doing a lot of manual work between each platform. This ran the risk of introducing errors and added more time spent preparing each contract.

“We were looking for a way to reduce the wasted time of the back-and-forth between platforms. After looking at several options, we chose PandaDoc as our preferred solution partner.” Brian Minick, Operations Manager.

The solution

When SproutLoud initially contacted potential vendor partners, they found most were lacking a Zendesk integration. This was a major concern as the workflows they needed to streamline revolved around Zendesk. None of the potential solutions had the integration that could create the seamless workflow SproutLoud needed.

“We interviewed a few potential partners and out of all of them, PandaDoc seemed the most interested in helping us with an integration. We’ve seen at least a 50% reduction in time to create and send out contracts. The PandaDoc team has been great to work with and we couldn’t be happier with our decision.” Brian Minick, Operations Manager.

With PandaDoc, SproutLoud can now manage all of their contracts from inside Zendesk, which is where the team spends most of their time. Because PandaDoc is a full-featured document automation platform, they are able to create reusable contract templates in their PandaDoc account and within the Zendesk interface. They can also have the contracts reviewed and approved by management prior to sending, get electronic signatures, and track all sent documents — all within Zendesk.