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Stax powers $10 billion+ in transactions—and connects teams worldwide

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Segment

  • Midmarket

Industry

  • Financial & Insurance Services

We needed a provider that could integrate with our systems and have a team that collaborated with us on our growing needs.

Wendy Meli
Information Systems Manager

It improved operational costs with the admin functionalities and drastically increased efficiencies for our sales team.

Wendy Meli
Information Systems Manager

With the skills-based routing, we can have our reps available for their specialties while still being available to assist when we have those high call volume times, which we can easily see from our dashboard and on the screen around the office.

Wendy Meli
Information Systems Manager

The real-time transcripts, especially the one that tells you when you’re on a monologue, are really helpful. Our sales operations team is really diligent about using battle cards. If there’s a special that month, or if someone uses old terminology when we’ve been rebranding, a reminder will pop up.

Wendy Meli
Information Systems Manager

Like many businesses, there have been times when we’ve been fully remote. Today we’re on a hybrid schedule, but the consistent feature of Dialpad is that our team can use it anywhere.

Wendy Meli
Information Systems Manager

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