Aviso Case Studies Aviso Enabled Ivanti With “Single Pane of Glass” For Deal Intelligence And Fueled Organic Growth And M&A

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	Aviso Enabled Ivanti With “Single Pane of Glass” For Deal Intelligence And Fueled Organic Growth And M&A Aviso

Aviso Enabled Ivanti With “Single Pane of Glass” For Deal Intelligence And Fueled Organic Growth And M&A

Aviso

Technology Category	Platform as a Service (PaaS) - Data Management Platforms
Applicable Industries	Software
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Predictive Replenishment
Services	Cloud Planning, Design & Implementation Services
Challenge	Ivanti, a software company, was facing several challenges with its sales business processes. The company had multiple disconnected instances of Salesforce CRM, which made it difficult to streamline its operations. The manual forecast rollup with MS Excel and PowerPoint was time-consuming and inefficient. The data was scattered across CRM and Excel spreadsheets, making it hard to get a comprehensive view of the business. The company also lacked insights into opportunities and activities, and had complex hierarchy requirements. These challenges were hindering Ivanti's growth and efficiency. Read More
About Customer	Ivanti is a software company that specializes in IT asset and service management. It offers solutions that help organizations improve their IT services, manage their assets, and reduce security risks. The company has a large scale, with over 1,000 employees. Ivanti's customers include C-Level Leadership, Sales Managers, Revenue Operations, and Field and Virtual Sales Reps. Read More
Solution	Aviso AI provided a solution to Ivanti's challenges by integrating data from multiple Salesforce instances. The solution allowed reading from and writing back to multiple CRM instances. It provided customized access for sales reps to view their respective opportunity pipeline. The solution also offered interactive page layouts for different instances and the ability to handle varying dollar values for multiple pivots. Moreover, it provided dynamic views of opportunity owners as the last node. This comprehensive solution provided Ivanti with a 'single pane of glass' for deal intelligence, integrating an analytical view of the entire business and opportunities pipeline. Read More Log in to view content
Contents

Technology Category

Platform as a Service (PaaS) - Data Management Platforms

Applicable Industries

Software

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Predictive Replenishment

Services

Cloud Planning, Design & Implementation Services

Challenge

Ivanti, a software company, was facing several challenges with its sales business processes. The company had multiple disconnected instances of Salesforce CRM, which made it difficult to streamline its operations. The manual forecast rollup with MS Excel and PowerPoint was time-consuming and inefficient. The data was scattered across CRM and Excel spreadsheets, making it hard to get a comprehensive view of the business. The company also lacked insights into opportunities and activities, and had complex hierarchy requirements. These challenges were hindering Ivanti's growth and efficiency.

About Customer

Ivanti is a software company that specializes in IT asset and service management. It offers solutions that help organizations improve their IT services, manage their assets, and reduce security risks. The company has a large scale, with over 1,000 employees. Ivanti's customers include C-Level Leadership, Sales Managers, Revenue Operations, and Field and Virtual Sales Reps.

Solution

Aviso AI provided a solution to Ivanti's challenges by integrating data from multiple Salesforce instances. The solution allowed reading from and writing back to multiple CRM instances. It provided customized access for sales reps to view their respective opportunity pipeline. The solution also offered interactive page layouts for different instances and the ability to handle varying dollar values for multiple pivots. Moreover, it provided dynamic views of opportunity owners as the last node. This comprehensive solution provided Ivanti with a 'single pane of glass' for deal intelligence, integrating an analytical view of the entire business and opportunities pipeline.

Impact #1	Ivanti achieved a 'single pane of glass' solution providing real-time deal intelligence.
Impact #2	The company gained an integrated analytical view of its entire business and opportunities pipeline.
Impact #3	The solution led to an increase in sales rep productivity, allowing for more focus on customer engagement.

Impact #1

Ivanti achieved a 'single pane of glass' solution providing real-time deal intelligence.

Impact #2

The company gained an integrated analytical view of its entire business and opportunities pipeline.

Impact #3

The solution led to an increase in sales rep productivity, allowing for more focus on customer engagement.

Benefit #1	Increased productivity of sales representatives.
Benefit #2	Significant reduction in IT costs.
Benefit #3	Streamlined sales business processes.

Benefit #1

Increased productivity of sales representatives.

Benefit #2

Significant reduction in IT costs.

Benefit #3

Streamlined sales business processes.

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Overview

Aviso Enabled Ivanti With “Single Pane of Glass” For Deal Intelligence And Fueled Organic Growth And M&A

Operational Impact

Quantitative Benefit