Case Study

Top 10 Financial Data Services Company: Clear Sales Forecast Across a Growing Selection of Products and Expanding Sales Force

Top 10 Financial Data Services Company: Clear Sales Forecast Across a Growing Selection of Products and Expanding Sales Force

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Top 10 Financial Data Services Company The Company maintains information on more than 220 million companies worldwide and licenses this information for use in credit decisions, busi- ness-to-business marketing and supply chain management. Business Opportunity With a sales org of over 1,000 reps, the Company did not have a clear outlook on its sales forecast. Combined with hundreds of thousands of customers, an ever-growing selection of products, and an expanding sales force, the executive team had difficulty aligning and agreeing on priorities. Objectives were to: • Understand sales metrics across a complex sales organization • Incorporate scenario and predictive analysis for better fidelity • Run a data-driven sales organization Technical Challenges • Hundreds of reports

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