Customer Growth Story

How Onna Decreased the Time to Create Order Forms by 92%

Learn how Onna decreased the time to create and approve NDAs by 92%.

Customer highlight
Kevin from Onna
Kevin WisniewskiSales Operations Manager
@ Onna

The Challenge

Onna's deal volume was increasing at a rapid rate, but no tools were in place to manage the Quote-to-Cash process. The company had attempted to implement a tool, but had limited success. Onna needed a Quote-to-Cash tool that met all their needs while requiring only a simple implementation process.

What Onna Did

  • An initial implementation of RevOps to manage all NDAs.
  • Automated agreement approvals for significant time savings.

🎉 The Result

Within a month, reps were in RevOps on their own creating NDAs. With RevOps, Onna was now able to decrease the time of generating and approving NDAs by 92%.

The RevOps team has been amazing during the implementation process.
When we looked at RevOps, it checked off all the boxes of what we were looking for. It was really refreshing to see a tool that was exactly what we needed.

Kevin Wisniewski is the Sales Operations Manager at Onna, a data integration platform that enables companies to integrate their workplace knowledge-based apps together into one system.

Q: What was Onna's Quote-to-Cash process like before RevOps?

Kevin: I joined Onna 2 years ago. We had no tools in place for our Quote-to-Cash; we had only recently started using Salesforce. Essentially, we were starting from scratch. About a year and a half ago, when deal volume really started picking up, we realized need a CPQ-type tool to allow reps to generate their quotes, order forms, NDAs, MSAs, etc., while we built out a proper Deal Desk process.

Kevin: I vetted a bunch of tools and picked one. However, the implementation was rough. We had that tool for a year, and, in that time, I don't think I ever got our reps in the platform because implementation and setup were so difficult.

Kevin: The product was not what it was sold to be. There was a lot of frustration in that year and a lot of wasted time.

Kevin: That's when I first came across RevOps.

Q: What are the benefits you've seen from RevOps?

Kevin: When considering various tools, we judged them against a checklist of requirements:

Kevin:

  • Guided workflows to enable reps to generate documents on their own.
  • Kevin:

  • Dynamic document creation based on pre-approved legal language.
  • Kevin:

  • Ability to redline outside of the platform while still being able to leverage eSignature functionality in the platform.
  • Kevin:

  • Ability to create approval workflows across multiple teams.
  • Kevin:

  • Salesforce integration.
  • Kevin:

  • Basic document formatting capabilities.
  • Kevin:

  • Ease of use for admins and end-users.
  • Kevin: When we looked at RevOps, it checked off all the boxes of what we were looking for. It was really refreshing to see a tool that was exactly what we needed.

    Kevin: I particularly liked how intuitive the setup was. The RevOps team has been amazing during the implementation process.

    Kevin: I always bring reps in when we implement because they use it the most. There was a light bulb moment for our AEs, in which they said, "This is all I have to do? This is so easy."

    Q: How is Onna using RevOps currently?

    Kevin: We plan to role RevOps out for all documentation: MSAs, NDAs, Order Forms. Our initial use-case was for NDAs. Within a month, we had it all set up, and our reps were in the platform.

    Kevin: Compared to our experience with the tool we used previously, this was a night and day value add.

    Q: What are some of the results you've seen since implementation?

    Kevin: Our biggest ROI is that, within a month, our reps were inside RevOps and using it on their own; they just picked up right away. We've saved an incredible amount of time on approvals for sales agreements.

    Kevin: Previously, it took us about an hour to generate an NDA and have it approved. It now takes around 5 seconds with RevOps.

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