KnowBe4 Embraces a New Digital Sales Order Process with the DocuPhase Enterprise Automation Platform

Electronic forms and seamless integration with SalesForce will help the Clearwater-based IT security company manage their explosive growth.

KnowBe4, the world’s largest security awareness training and simulated phishing platform, has selected DocuPhase, a robust Enterprise Automation platform, to assist in their digital transformation.

After several meetings delving into the specific needs of KnowBe4, DocuPhase was able to identify numerous opportunities to help solve the problems that were outlined. It was uncovered that KnowBe4’s most pressing need was for a new sales order process. The solution came down to this: using an automated, digital sales order process to enable KnowBe4 to keep up with their company’s hypergrowth.

DocuPhase provided the KnowBe4 team with a working demo of the customized solution. This specialty work was what led KnowBe4 to select DocuPhase’s services over larger competitors.

KnowBe4’s transformation will begin in their Revenue and Sales department. Using redesigned sales order forms, KnowBe4 will be able to process sales orders faster, and their management team will gain access to related analytics, helping them assess performance and set future goals.

An integration with SalesForce will further enhance their process. They’ll be able to perform 1-click searches without leaving SalesForce, connect SalesForce tasks to their DocuPhase workflows, and automate the entry and validation of data.

“DocuPhase is going to give us the ability to make sure the main accounts we have can be managed well. More than managing our customers and accounts, we can better manage the departments within our company,” says Lindsay Piraino of KnowBe4’s Revenue and Sales Department.

Specializing in process improvement, document management, and automation tools, DocuPhase helps businesses like KnowBe4 to transform their everyday processes into paperless, integrated, automated workflows. Their Enterprise Automation platform can start in one department and grow into any other business unit, including sales, HR, accounting and finance, and operations.

After addressing their most pressing needs, KnowBe4 will be able to explore other ways to maximize their investment in the DocuPhase platform. “When we get the product, we get the full product. It just depends how, in time, we decide to use it,” Piraino explains.

To talk to a Process Improvement specialist about how DocuPhase can solve your organization’s challenges, schedule a free consultation at

About DocuPhase

A leader in Enterprise Automation software, DocuPhase delivers document management, workflow automation, and capture tools designed to help your enterprise stay organized and meet evolving technology and business needs.

We solve your most challenging problems, including access to information, burdensome approval processes, high transaction volumes, and complex compliance issues.

About KnowBe4

We are a leader in the Gartner Magic Quadrant and the fastest-growing vendor in this space. KnowBe4 is the world’s largest security awareness training and simulated phishing platform that helps you manage the ongoing problem of social engineering.

The KnowBe4 platform is user-friendly and intuitive. Customers of all sizes can get the KnowBe4 platform deployed into production twice as fast as our competitors. Our Customer Success team gets you going in no time, without the need for consulting hours.