Customer Stories

Accelerating outbound sales with The Payment Group

Automating sales efficiency in Salesforce Sales Cloud

The Payment Group is a leading provider of integrated payment and commerce solutions in the financial services industry. Since 2003 TPG has worked closely with municipalities to provide differentiated solutions that allow consumers to pay their court and utility bills digitally. Late in 2019 Justin Motz, Director of Marketing at TPG, was tasked with looking for an outbound dialer that could help automate their outbound sales efforts. The biggest issue faced was finding a solution that was neither too complex nor too cookie cutter that couldn’t serve their particular needs.

“I had employees up and using the PhoneIQ dialer and click to dial functionality in a day”
Justin Motz
Director of Marketing

After a lot of research, Justin found PhoneIQ which blended the “best of both worlds” for him, by providing enterprise grade capabilities paired with an elegant and easy to use user interface. He had his team calling using click to dial and power dialing features in less than a day. Management gained instant insight into SDR activity using PhoneIQ’s Salesforce based dashboards. From a Salesforce administrator perspective, they performed several enhancements on their org without encountering hiccups from the PhoneIQ managed package.

During COVID-19, TPG was able to successfully transition to remote work due to their foresight and investment in modern technology. With PhoneIQ, they were able to track SDR activity, gain insight into their performance and in addition were able to template and automate different workflows in Salesforce.


Financial Services






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