十大金融数据服务公司
公司规模
Large Corporate
国家
- United States
产品
- Birst
技术栈
- Salesforce
- Cloud9
- BOBJ
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Digital Expertise
技术
- 分析与建模 - 预测分析
适用行业
- 金融与保险
适用功能
- 销售与市场营销
用例
- 补货预测
- 需求计划与预测
服务
- 数据科学服务
关于客户
该公司是全球十大金融数据服务公司之一，拥有全球超过 2.2 亿家公司的信息。这些信息已获授权用于信贷决策、企业对企业营销和供应链管理。该公司的销售团队拥有 1,000 多名代表，拥有数十万客户和不断增长的产品选择。不断壮大的销售队伍和他们处理的大量数据对销售预测和绩效跟踪提出了挑战。
挑战
该公司是一家排名前十的金融数据服务公司，由于其销售团队规模庞大，拥有超过 1,000 名销售代表，且产品种类不断增加，因此在销售预测方面面临挑战。由于对销售预测缺乏清晰的展望，高管团队很难协调和商定优先事项。该公司有数百份有关销售、产品绩效、订单、交易、产品等的报告，涉及 1000 多名销售人员。他们希望更换现有的 BOBJ 和 Cloud9 报告解决方案。
解决方案
该公司之所以选择 Birst，是因为其具有自动预测功能、与 Salesforce 的强大集成以及自动聚合多个数据源的能力，从而能够提供从历史到未来的全面销售视图。Birst 的功能使该公司能够获取渠道快照、匹配符合维度（订单）和缓慢变化维度（区域变化）。该解决方案使该公司能够向 1,000 多名销售代表提供销售分析，通过定位最有可能成交的交易和产品来提高销售业绩。
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