Aviso Enabled Ivanti With “Single Pane of Glass” For Deal Intelligence And Fueled Organic Growth And M&A
Customer Company Size
Large Corporate
Region
- America
Country
- United States
Product
- Aviso AI
Tech Stack
- Salesforce CRM
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Cost Savings
Technology Category
- Platform as a Service (PaaS) - Data Management Platforms
Applicable Industries
- Software
Applicable Functions
- Sales & Marketing
- Business Operation
Use Cases
- Predictive Replenishment
Services
- Cloud Planning, Design & Implementation Services
About The Customer
Ivanti is a software company that specializes in IT asset and service management. It offers solutions that help organizations improve their IT services, manage their assets, and reduce security risks. The company has a large scale, with over 1,000 employees. Ivanti's customers include C-Level Leadership, Sales Managers, Revenue Operations, and Field and Virtual Sales Reps.
The Challenge
Ivanti, a software company, was facing several challenges with its sales business processes. The company had multiple disconnected instances of Salesforce CRM, which made it difficult to streamline its operations. The manual forecast rollup with MS Excel and PowerPoint was time-consuming and inefficient. The data was scattered across CRM and Excel spreadsheets, making it hard to get a comprehensive view of the business. The company also lacked insights into opportunities and activities, and had complex hierarchy requirements. These challenges were hindering Ivanti's growth and efficiency.
The Solution
Aviso AI provided a solution to Ivanti's challenges by integrating data from multiple Salesforce instances. The solution allowed reading from and writing back to multiple CRM instances. It provided customized access for sales reps to view their respective opportunity pipeline. The solution also offered interactive page layouts for different instances and the ability to handle varying dollar values for multiple pivots. Moreover, it provided dynamic views of opportunity owners as the last node. This comprehensive solution provided Ivanti with a 'single pane of glass' for deal intelligence, integrating an analytical view of the entire business and opportunities pipeline.
Operational Impact
Quantitative Benefit
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