Aviso 为 Ivanti 提供“单一管理平台”以提供交易情报并推动有机增长和并购
公司规模
Large Corporate
地区
- America
国家
- United States
产品
- Aviso AI
技术栈
- Salesforce CRM
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Cost Savings
技术
- 平台即服务 (PaaS) - 数据管理平台
适用行业
- Software
适用功能
- 销售与市场营销
- 商业运营
用例
- 补货预测
服务
- 云规划/设计/实施服务
关于客户
Ivanti 是一家专注于 IT 资产和服务管理的软件公司。它提供的解决方案可帮助组织改善其 IT 服务、管理其资产并降低安全风险。该公司规模庞大，拥有 1,000 多名员工。Ivanti 的客户包括 C 级领导、销售经理、收入运营以及现场和虚拟销售代表。
挑战
软件公司 Ivanti 的销售业务流程面临诸多挑战。该公司拥有多个不相连的 Salesforce CRM 实例，这使其难以简化运营。使用 MS Excel 和 PowerPoint 手动汇总预测既耗时又低效。数据分散在 CRM 和 Excel 电子表格中，难以全面了解业务。该公司还缺乏对机会和活动的洞察，并且有复杂的层次结构要求。这些挑战阻碍了 Ivanti 的增长和效率。
解决方案
Aviso AI 通过集成来自多个 Salesforce 实例的数据，为 Ivanti 的挑战提供了解决方案。该解决方案允许读取和写入多个 CRM 实例。它为销售代表提供了自定义访问权限，以查看各自的机会渠道。该解决方案还为不同的实例提供了交互式页面布局，并能够处理多个枢轴的不同美元价值。此外，它还提供了机会所有者作为最后一个节点的动态视图。这个全面的解决方案为 Ivanti 提供了一个用于交易情报的“单一窗口”，集成了整个业务和机会渠道的分析视图。
运营影响
数量效益
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