Infor Case Studies Top 10 Financial Data Services Company

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	Top 10 Financial Data Services Company Infor

Top 10 Financial Data Services Company

Infor

Technology Category	Analytics & Modeling - Predictive Analytics
Applicable Industries	Finance & Insurance
Applicable Functions	Sales & Marketing
Use Cases	Demand Planning & Forecasting Predictive Replenishment
Services	Data Science Services
Challenge	The Company, a top 10 financial data services company, was facing a challenge with its sales forecast due to its large sales organization of over 1,000 reps and an ever-growing selection of products. The executive team had difficulty aligning and agreeing on priorities due to the lack of a clear outlook on the sales forecast. The company had hundreds of reports on sales, product performance, orders, deals, products, etc. for over 1000 sales people. They were looking to replace their existing BOBJ and Cloud9 reporting solutions. Read More
About Customer	The Company is a top 10 financial data services company that maintains information on more than 220 million companies worldwide. This information is licensed for use in credit decisions, business-to-business marketing, and supply chain management. With a sales organization of over 1,000 representatives, the Company has hundreds of thousands of customers and an ever-growing selection of products. The expanding sales force and the vast amount of data they handle posed a challenge in terms of sales forecasting and performance tracking. Read More
Solution	The Company chose Birst for its automated predictive capabilities, robust integration with Salesforce, and the ability to automatically aggregate multiple data sources to provide a full view of sales – from historical to future. Birst's capabilities allowed the Company to take pipeline snapshots, match with conforming dimensions (orders), and slowly changing dimensions (territory changes). This solution enabled the Company to deliver sales analytics to over 1,000 sales reps, improving sales performance by targeting deals & products with the highest chance to close. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Predictive Analytics

Applicable Industries

Finance & Insurance

Applicable Functions

Sales & Marketing

Use Cases

Demand Planning & Forecasting

Predictive Replenishment

Services

Data Science Services

Challenge

The Company, a top 10 financial data services company, was facing a challenge with its sales forecast due to its large sales organization of over 1,000 reps and an ever-growing selection of products. The executive team had difficulty aligning and agreeing on priorities due to the lack of a clear outlook on the sales forecast. The company had hundreds of reports on sales, product performance, orders, deals, products, etc. for over 1000 sales people. They were looking to replace their existing BOBJ and Cloud9 reporting solutions.

About Customer

The Company is a top 10 financial data services company that maintains information on more than 220 million companies worldwide. This information is licensed for use in credit decisions, business-to-business marketing, and supply chain management. With a sales organization of over 1,000 representatives, the Company has hundreds of thousands of customers and an ever-growing selection of products. The expanding sales force and the vast amount of data they handle posed a challenge in terms of sales forecasting and performance tracking.

Solution

The Company chose Birst for its automated predictive capabilities, robust integration with Salesforce, and the ability to automatically aggregate multiple data sources to provide a full view of sales – from historical to future. Birst's capabilities allowed the Company to take pipeline snapshots, match with conforming dimensions (orders), and slowly changing dimensions (territory changes). This solution enabled the Company to deliver sales analytics to over 1,000 sales reps, improving sales performance by targeting deals & products with the highest chance to close.

Impact #1	Successfully delivering sales analytics to 1,000+ sales reps.
Impact #2	Improved sales performance by targeting deals & products with the highest chance to close.
Impact #3	Provided a single, reliable forecast that executives can trust.

Impact #1

Successfully delivering sales analytics to 1,000+ sales reps.

Impact #2

Improved sales performance by targeting deals & products with the highest chance to close.

Impact #3

Provided a single, reliable forecast that executives can trust.

Benefit #1	1,000+ sales professionals now have access to reliable sales analytics.
Benefit #2	The Company now has 1 forecast that executives can trust.

Benefit #1

1,000+ sales professionals now have access to reliable sales analytics.

Benefit #2

The Company now has 1 forecast that executives can trust.

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Overview

Top 10 Financial Data Services Company

Operational Impact

Quantitative Benefit