Prior to adopting Pitchly, experience was tracked and logged by several people in a Master Excel file saved in the cloud. It had no consistent entry, no standardized fields, and no way to ensure accurate information wasn’t overwritten. If a duplicate file was created, Westra was left with uncertainty on which file was the most up-to-date for the relevant experience he wanted to leverage. Replacing this system was the initial value he saw in Pitchly. It would allow him to efficiently and accurately track the firm, portfolio, and team experience, while creating standards and normalizing the information to use in documents, such as Tombstones and CVs.
“Within days, we were using our data in an interactive way,” shared Westra. And while he was aware of Pitchly’s customer support, he’s never used it since his initial call. “It’s user-friendly and easy to configure fields and customize and modify the templates.”