The problem
Virtually Together is a company that was born out of the pandemic. It was the response to people who desperately wanted to be together but couldn’t. As a customer-focused company, Virtually Together aims to bring people together, boost morale, and create beautiful memories through virtual and in-person formatted events. Ultimately, the company’s goal is to build connections so that teams can work more effectively together.
“Virtually Together is a business that specializes in virtual experiences for teams. Ninety-nine percent of our clients are companies. The primary aim is to do something fun with their team where they can connect together.” Kate Healy, Founder.
The challenge that Virtually Together faced initially entering the market was generating awareness. Currently, they struggle with the balance between virtual and in-person activities. Additionally, the team is now hyper-focused on understanding how to find customers with remote and in-person teams who want to execute different experiences for their customers and employees.
The solution
To digitize their processes, Virtually Together transitioned from Microsoft Word to PandaDoc. This eliminated the need to print, sign, and scan documents for completion. PandaDoc also offered branding aesthetics that matched the company’s fun event experiences. This became a game-changer for their customer experience. This digitization integrated several steps into one, thus creating a one-stop-shop experience for their customers.
“The primary aim was to digitize our process, provide a smooth customer experience, and look more professional.” Kate Healy, Founder
Automating the intake process ensures efficient pipeline management. It eliminates manually sending confirmation of requested services, invoices, and ensures timely receipt of payment. This enables the team to confirm what documents were sent to customers for verification purposes.
The results
As a result of implementing PandaDoc, Virtually Together has shortened the time to receive payments. They have also shortened the time to close a deal by 60%. They have been able to save processing time by automating the payment process. With the time saved, they are able to quickly address the questions and concerns of a customer well before a scheduled event or experience.
Virtually Together can now breathe a little easier knowing they have a consistent and professional document process and experience.
“PandaDoc definitely ensured faster processing of payments. It was normally three days, and we are now closer to one day. Our biggest benefits from the client’s perspective is the digital signature option!” Kate Healy, Founder.
Learn more about Virtually Together here.
