Streamlining Sales & Partner Onboarding with Auditive
“Auditive isn’t just a tool — it’s a true partner in our growth. The platform has revolutionized the way we share security information, saving us time and helping us stand out as a modern, professional organization. Our clients have even commented on how much better this process is now.”
The Challenge
Our client PayNearMe's sales cycle was hampered by inefficient manual processes. The Sales, Operations, and other teams were overwhelmed by lengthy customer assessments and risk management questionnaires, which often took weeks to complete. These delays slowed contract finalizations and created friction between the Sales team and prospective clients. Like many companies, their legacy approach relied on outdated methods, such as file links for data sharing, which proved cumbersome and time-consuming.
PayNearMe needed to boost efficiency, align their security processes with the Sales team’s need for responsiveness, and meet customer expectations—all without hiring an entirely new team to manage risk and compliance requests.
Objectives
PayNearMe partnered with Auditive for its innovative Trust Centers and modern approach to risk assessments. Traditional vendor management systems felt outdated, while Auditive's user-focused platform offered a tailored solution.
With customizable Trust Centers and streamlined processes, Auditive provided PayNearMe with an efficient way to share security information, making it an easy choice.
How Auditive Transformed Inefficiencies in the Sales Cycle
PayNearMe partnered with Auditive to streamline security and sales processes, using features like centralized security profiles and customizable controls to simplify client assessments and reduce back-and-forth communication. The platform helped identify inefficiencies, leading to improved workflows for vendor and client onboarding. PayNearMe hasn’t only benefitted from internal improvements: its customers have praised the streamlined process, enhancing PayNearMe's reputation and relationships and ensuring they stand out against competitors.
425+ hours saved
annually for the Sales & Security teams
3x ROI
unlocked in less than a year
Eliminated additional headcount
reducing hiring, training, and labor costs