“With Apttus solutions we are able to automate our contract processes and still work in excel. We can now turn around contracts in just 1 day instead of 6 thanks to the elimination of error prone process steps and additional efficiency gains.”
Head Of EMEA Sales Operations, PayPal
How the Marriage of Excel and Salesforce Directly Improves Sales Productivity
PayPal provides simpler ways to send money without sharing financial information. The PayPal IT team required a solution that will support their Salesforce users each day, in a broad range of functions. With Apttus, PayPal found the solution to support their entire sales cycle and have connected previously disjointed Microsoft Excel processes with their Salesforce CRM. PayPal has seen improvement in productivity, collaboration, and business performance speed with the use of Apttus.
Paypal Customer Success Video
PayPal (Europe) Ltd. provides online payment services. It enables users to make personal or business payments online. The company was incorporated in 2000 and is based in Richmond, the United Kingdom.
As a finance company, tracking numbers and data in spreadsheets is a critical part for their business. PayPal’s Sales team used Excel, which they found easy to navigate, to collect customer information on their own. However, they were required to do their administrative work, such as creating an Opportunity Forecast, in Salesforce. They found much of their data was spread across individual spreadsheets without the necessary visibility and control. In addition, It was typical to find employees typing customer information in Excel and Salesforce separately; the amount of time and effort spent working in both Excel and Salesforce was counterproductive.
With Apttus X-Author for Excel, PayPal was able to utilize a familiar Office tool with full data synchronization into Salesforce. As PayPal’s Chris O’Rourke, Director of EMEA Sales Operations, explains: