Top 10 Financial Data Services Company
Customer Company Size
Large Corporate
Country
- United States
Product
- Birst
Tech Stack
- Salesforce
- Cloud9
- BOBJ
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Digital Expertise
Technology Category
- Analytics & Modeling - Predictive Analytics
Applicable Industries
- Finance & Insurance
Applicable Functions
- Sales & Marketing
Use Cases
- Predictive Replenishment
- Demand Planning & Forecasting
Services
- Data Science Services
About The Customer
The Company is a top 10 financial data services company that maintains information on more than 220 million companies worldwide. This information is licensed for use in credit decisions, business-to-business marketing, and supply chain management. With a sales organization of over 1,000 representatives, the Company has hundreds of thousands of customers and an ever-growing selection of products. The expanding sales force and the vast amount of data they handle posed a challenge in terms of sales forecasting and performance tracking.
The Challenge
The Company, a top 10 financial data services company, was facing a challenge with its sales forecast due to its large sales organization of over 1,000 reps and an ever-growing selection of products. The executive team had difficulty aligning and agreeing on priorities due to the lack of a clear outlook on the sales forecast. The company had hundreds of reports on sales, product performance, orders, deals, products, etc. for over 1000 sales people. They were looking to replace their existing BOBJ and Cloud9 reporting solutions.
The Solution
The Company chose Birst for its automated predictive capabilities, robust integration with Salesforce, and the ability to automatically aggregate multiple data sources to provide a full view of sales – from historical to future. Birst's capabilities allowed the Company to take pipeline snapshots, match with conforming dimensions (orders), and slowly changing dimensions (territory changes). This solution enabled the Company to deliver sales analytics to over 1,000 sales reps, improving sales performance by targeting deals & products with the highest chance to close.
Operational Impact
Quantitative Benefit
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