About Tipalti
Tipalti is the finance automation platform trusted by more than 5,000 businesses worldwide, including Roblox, Typeform, Noom, Therabody, Calm, and Zola. Organizations run their entire payables process on Tipalti, from invoice processing and approvals to mass global payments and tax compliance. With 1,000+ employees globally, Tipalti empowers finance teams at leading brands to eliminate manual work, reduce friction, and focus on strategic growth through automation and AI.
At the center of Tipalti’s customer marketing is Leslie Barrett, Director of Customer Marketing. She’s the architect of the company’s voice-of-customer strategy, weaving authentic customer proof into every stage of the sales and marketing journey to build trust, convey value, and drive measurable revenue impact.
The Challenge: Slow, Manual, and Unscalable Customer Proof
Tipalti operates at speed, but with such a large and growing customer base, Leslie and her team were constantly working to keep up.
Sourcing customer stories was less a streamlined process and more a patchwork of delays, tangled in conflicting KPIs. “Before Peerbound, we relied heavily on customer success managers to identify stories for us, but their own objectives often took priority. This made it difficult to gain their full engagement, and the process could take nearly two months, from the first interview to publishing a story,” Leslie explained.
Customer review generation wasn’t any smoother. “I used to invent pyramid-like schemes to encourage our main users to prompt their teams into submitting reviews. Everything was manual. It consumed way too much of my time, and it wasn’t scalable.”
Without a system to capture, approve, and surface proof, opportunities slipped away. Too much time was spent chasing quotes, nudging for approvals, and reinventing the wheel.
The Solution: Peerbound as the Scalable Engine for Customer Marketing
When Leslie’s team saw Peerbound in action, they instantly grasped its transformative value. The platform replaced slow, manual workflows with a streamlined, centralized system that put customer proof within instant reach.
“It was not hard to convince leadership to purchase Peerbound,” Leslie recalled. “When we first rolled it out, everyone was so excited. In the demo, people were mind blown and requesting to watch the demo again or share it with a broader audience inside Tipalti.”
Accurate, trust-building quotes—delivered instantly. “Peerbound’s visibility and integration with Salesforce approvals was a huge win,” said Leslie. “People can be skeptical about AI, but because it uses data from real calls, always tells you if you can use it, and anonymizes everything, it really won them over.”
Faster case study creation—drafts in no time. Peerbound’s ready-to-review drafts shrink production timelines from months to weeks. “Now, case studies take only two weeks from recording submission to live on the website, because the content team just reviews Peerbound’s draft before sending it to our web team.”
Self-serve access for marketing. Peerbound’s Slackbot enables marketers to surface quotes and stories on-demand. “Marketers no longer have to wait for me,” said Leslie. “They can use the Slackbot to find what they need on their own, enabling them to work more efficiently.”
The Results: From Yearly Output to Quarterly Wins
Peerbound did more than help Tipalti keep pace. It rewrote the playbook for their customer marketing strategy, replacing a slow, manual process with a streamlined, high-output system that delivers results faster and more effortlessly than ever.
“I like to start my day by looking at moments inside the Peerbound app,” said Leslie. “The number of quotes you can generate with Peerbound is revolutionary. The scale is absurd not just in terms of quantity, but also quality and how real-time it is. It's not just surfacing quotes for me; you provide a custom landing page for a great user experience, track the approval process, and prevent double asking.”
In just one quarter, Tipalti created more case studies than it had previously produced in a full year. “This quarter, we completed 11 case studies, and to give you context, we used to do 10 a year,” said Leslie. “So the fact that it was all in one quarter is phenomenal, and I'm really proud of it. Peerbound made it happen for me.”
The Verdict
Peerbound has given Tipalti unprecedented speed, scale, and efficiency. Case studies now publish in record time, quotes surface and gain approval faster, and review generation runs systematically and reliably. With real-time visibility into customer sentiment, marketing and sales teams can move swiftly, armed with the most compelling and credible proof.
Today, Peerbound sits at the heart of Tipalti’s voice-of-customer strategy, driving a richer pipeline of stories, deeper insights, and tighter alignment across teams. As Leslie puts it, “We didn't have to train you on the kind of content we want to see. Peerbound just nails it.”
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