下载PDF
Sales Adoption and Beyond: Revenue Team Alignment with Account Insights at the Core
技术
- 分析与建模 - 预测分析
- 分析与建模 - 实时分析
- 应用基础设施与中间件 - 数据交换与集成
适用行业
- Professional Service
适用功能
- 销售与市场营销
- 商业运营
服务
- 系统集成
- 培训
挑战
OneSource Virtual faced several challenges in their sales and marketing processes. They had a limited Total Addressable Market (TAM), which meant that every account received the same marketing messages, leading to contact message fatigue and poor quality of CRM contact data. Additionally, there was a lack of understanding of account stage progression. The marketing and sales teams were disjointed, with marketing-generated leads (MQLs) not being viewed as relevant by the sales team. The company also struggled with Account-Based Marketing (ABM), as they were unsure who to target within their small TAM and whether they were too small to run ABM successfully. Sales teams did not understand how to define targets or what to do with them.
关于客户
OneSource Virtual (OSV) is a leading global Business Process as a Service (BPaaS) provider specializing in Workday services and software. With over 13 years of experience, OSV assists Workday customers with a wide range of services, from deployment to maintenance and payroll. The company boasts a customer base of over 900 clients and employs approximately 1,000 individuals dedicated to meeting their customers' needs. OSV is recognized for its expertise in Workday solutions and its commitment to providing comprehensive support to its clients.
解决方案
To address these challenges, OneSource Virtual decided to implement 6sense, a predictive analytics and account engagement platform. The decision-making process involved evaluating options, conducting demos, and engaging the sales team. The sales team responded positively to the 6sense purchase, leading to the CEO's agreement to buy the platform. The implementation of 6sense included functionality training, meetings, and more training sessions to ensure the sales team was well-versed in using the platform. Small wins in the first six months, such as marketing-generated opportunities not in the 2021 target list of accounts and re-engaging contacts that had gone dark, led to increased engagement. The company also leveraged other tools like CRM, Marketing Automation Platform, Google Analytics, and Power BI to enhance their data-driven approach at various levels, including sales regions, account levels, product levels, and executive leadership team (ELT) levels.
运营影响
数量效益
相关案例.
Case Study
UBM plc: Taking the pulse of the business and engaging employees with a far-reaching strategic transformation
UBM, a leading global events business, was undergoing a significant strategic transformation named 'Events First'. As part of this transformation, the company was preparing to complete the largest acquisition in its history - Advanstar, a US-based events and marketing services business valued at more than USD970m. The company faced the risk of human capital flight if it was unable to effectively engage top talent with the new strategic direction. UBM needed to make significant structural, process and systems changes, uniting its previously autonomous regional businesses. The challenge was to ensure all of its employees were engaged and aligned with the new future vision.
Case Study
Wittmann EDV-Systeme launches IT monitoring services
Small and medium-sized businesses often lack the know-how and resources required for thorough IT system monitoring. Wittmann EDV-Systeme wanted to launch a solution to plug the gap – enabling it to improve its own competitiveness and that of its customers. IT landscapes are becoming ever more complex and outsourcing is gaining popularity, IT systems must nonetheless remain easy-to-use and extremely reliable at all times. Automated, round-the-clock system monitoring therefore represents an immensely valuable proposition for companies: downtime for business-critical applications can be avoided, and IT systems remain available at all times.
Case Study
Uncovering behavioral insight to help reward and retain the best employees
The HR services company, an IBM client, was facing the challenge of understanding the factors underlying personal employment choices. They wanted to offer their clients unprecedented insight into what motivates employees and prospective job candidates. However, their existing systems were not capable of handling the surging data volumes collected from a wide range of different data sources. With the total volume likely to keep on growing, the firm looked for a solution that could meet current needs and scale to meet tomorrow’s demands.
Case Study
Infosys achieves a 5–7 percent effort reduction across projects
Infosys, a global leader in consulting, technology, and outsourcing solutions, was facing significant challenges in application development and maintenance due to its distributed teams, changing business priorities and the need to stay in alignment with customer needs. The company used a mix of open source, home-grown and third-party applications to support application development projects. However, challenges resulting from distributed teams using manual processes increased as the company grew. It became more and more important for Infosys to execute its projects efficiently, so they could improve quality, reduce defects and minimize delays.
Case Study
Flex Contact Center: Supporting rapid business growth with IBM Connections Cloud and IBM Verse
Flex Contact Center, a professional services company offering telesales, call-center, anti-attrition, back-office, helpdesk and collection services, has grown rapidly since its establishment in 2009. With operations in 12 sites across two states and four cities in Brazil, the company employs more than 11,000 people. However, the company realized that to prevent barriers to future expansion, it was essential to make it as easy as possible for its people to work together effectively—even if they were based in separate geographical locations. Traditional approaches to collaboration—based on email and phone calls—threatened to reduce productivity. Flex Contact Center wanted to enable better collaboration and communication across its workforce, but did not want to make large investments in infrastructure.
Case Study
PureFluent: Connecting to partners and customers through the cloud for enhanced productivity
PureFluent, a translation services company, was facing challenges in managing its translation and document review processes. The company often received files in uneditable formats from customers, which required staff members to transfer text to word processing or spreadsheet documents. During the translation process, maintaining version control was a challenge because PureFluent sent work to hundreds of translators in multiple geographic locations. It was also time-consuming for staff to manage the large volume of emails and FTP transactions required to submit translations for customer review and ensure the integration of requested changes. Furthermore, staff were spending significant time hunting through their emails for specific attachments.