Gong Case Studies Addepar Leaders Increase Sales Efficiency with Gong

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	Addepar Leaders Increase Sales Efficiency with Gong Gong

Addepar Leaders Increase Sales Efficiency with Gong

Gong

Technology Category	Analytics & Modeling - Real Time Analytics
Applicable Industries	Finance & Insurance
Applicable Functions	Sales & Marketing
Use Cases	Predictive Quality Analytics
Services	Data Science Services
Challenge	Addepar, a fast-growing wealth management platform, was facing challenges in making the most of their sales leaders’ time. Creating relevant action plans was difficult, and achieving desired results required a lot of coaching time to penetrate cross market segments. The sales leaders were struggling to balance their work responsibilities with their personal lives, and they needed a solution that would allow them to work more efficiently and productively. Read More
About Customer	Addepar is a wealth management platform that provides data aggregation, analytics, and reporting for even the most complex investment portfolios. The company's platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar has a team of nearly 100 people, led by sales leaders who are responsible for onboarding and ongoing education. Read More
Solution	Addepar implemented Gong, a platform that delivers insights and provides context for visibility across the board, enabling the sales leadership team to make faster, more informed decisions. Gong’s Trackers were used to piece together what happens in successful calls and replicate those best practices across teams. Gong’s Deal Insights revealed room for improvement with single-threaded opportunities, leading to a complete process change for the entire team. Addepar also used Slack channel integrations to assign small groups of people to watch different topics and build a Call Library for interactions that mention a specific competitor. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Real Time Analytics

Applicable Industries

Finance & Insurance

Applicable Functions

Sales & Marketing

Use Cases

Predictive Quality Analytics

Services

Data Science Services

Challenge

Addepar, a fast-growing wealth management platform, was facing challenges in making the most of their sales leaders’ time. Creating relevant action plans was difficult, and achieving desired results required a lot of coaching time to penetrate cross market segments. The sales leaders were struggling to balance their work responsibilities with their personal lives, and they needed a solution that would allow them to work more efficiently and productively.

About Customer

Addepar is a wealth management platform that provides data aggregation, analytics, and reporting for even the most complex investment portfolios. The company's platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar has a team of nearly 100 people, led by sales leaders who are responsible for onboarding and ongoing education.

Solution

Addepar implemented Gong, a platform that delivers insights and provides context for visibility across the board, enabling the sales leadership team to make faster, more informed decisions. Gong’s Trackers were used to piece together what happens in successful calls and replicate those best practices across teams. Gong’s Deal Insights revealed room for improvement with single-threaded opportunities, leading to a complete process change for the entire team. Addepar also used Slack channel integrations to assign small groups of people to watch different topics and build a Call Library for interactions that mention a specific competitor.

Impact #1	Gong provided visibility into sales calls, making it clear where time is best spent.
Impact #2	Gong’s Trackers helped to identify best practices from successful calls and replicate them across teams.
Impact #3	Gong’s Deal Insights led to a complete process change for the entire team.

Impact #1

Gong provided visibility into sales calls, making it clear where time is best spent.

Impact #2

Gong’s Trackers helped to identify best practices from successful calls and replicate them across teams.

Impact #3

Gong’s Deal Insights led to a complete process change for the entire team.

Benefit #1	Onboard new hires and facilitate internal transitions 60% faster.

Benefit #1

Onboard new hires and facilitate internal transitions 60% faster.

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Overview

Addepar Leaders Increase Sales Efficiency with Gong

Operational Impact

Quantitative Benefit