HelpHouse

HelpHouse is a full-service Customer Experience consulting firm with a focus on optimizing the customer experience. Their services include development, consultancy and design, and elevation of your customer experience set up.

The problem

HelpHouse is a full-service Customer Experience consulting firm with a focus on optimizing the customer experience. Their services include development, consultancy and design, and elevation of your customer experience set up. With an international customer base, HelpHouse has architecturally designed systems and compliance for a variety of customers.

HelpHouse went on a search to find a new software that could help them to address the challenges they were experiencing with their Sales team. When comparing tools, the team decided that they must consider a solution that includes CRM integrations while also enabling their reps to personalize and customize the documents they’ll be sending. Needless to say, PandaDoc was a strong contenter and was ultimately selected as the perfect match. 

The solution

In addition to the Sales team, HelpHouse has found PandaDoc very useful amongst other teams within the company too. HR, Sales, and Business Operations now all use PandaDoc to create beautiful and organized office leases, employee contracts, sales documents, data protection agreements, and other compliance documents. 

“The features that we benefit from most include approval flows, a variety of valuable features, templating systems, dynamic text placeholder, and the smart library.” Carl Thaisen, Chief Product Officer

Prior to becoming a PandaDoc customer, HelpHouse’s document process was a mess. First they created a PDF which customers would have to manually sign and then find a way to scan the document and send it back. The team also used to use Google Docs but because the lack of tracking, many versions were floating around so one person was using one version while another person would use a completely different version. This caused many issues including the sender’s lack of confidence in the docs they’re sending and leadership having to fix any document errors. 

“The implementation of PandaDoc has granted HelpHouse the freedom to send out more documents, eliminates the amount of oversight, released time on the calendar, increased accuracy of send, and avoids the need for extensive revisions.” Carl Thaisen, Chief Product Officer

The results

While different from traditional sales approaches, HelpHouse requires verbal approval from a customer prior to sending the customer a quote. Before PandaDoc, quotes were sent prior to approval so there was no way to see if a prospect or customer was shopping around the deal. Now, with PandaDoc, HelpHouse can focus on building a meaningful relationship with the customers because they are able to see when and how someone is interacting with their quotes. This provides a much more transparent sales process.

“Our biggest accomplishment while using PandaDoc is using less time to produce more.” Carl Thaisen, Chief Product Officer

Like many small businesses, HelpHouse is focused on customer courtship! As they establish these meaningful connections, it assists in building a rapport of trust with their customers and employees alike.

“Using PandaDoc in HR ensures that the right people are involved at the right moment. The PandaDoc document templates have given the power back to the HR Team and eliminated the need for management oversight in most aspects of the recruiting process.” Carl Thaisen, Chief Product Officer

“Our biggest accomplishment while using PandaDoc is using less time to produce more.” Carl Thaisen, Chief Product Officer

Like many small businesses, HelpHouse is focused on customer courtship! As they establish these meaningful connections, it assists in building a rapport of trust with their customers and employees alike.

“Using PandaDoc in HR ensures that the right people are involved at the right moment. The PandaDoc document templates have given the power back to the HR Team and eliminated the need for management oversight in most aspects of the recruiting process.” Carl Thaisen, Chief Product Officer

When La Familia was founded in 2010, the company relied strictly on paper processes for their insurance agents and HR team. Due to the industry’s strict compliance requirements documents would have to be signed, scanned, stored, and shredded on a regular basis. This process was lengthy, and used valuable manpower that could have otherwise been spent on the customer or employee experience. When the company grew from 50 employees to over 200, CIO Aly M. knew there had to be a better way.