Case Study: Case IQ achieves repeatable sales execution and faster ramp time with Accord

How Case IQ Reinforces a Consistent Sales Process & Drives Efficiency

Case IQ, a case management platform for global companies, needed a more consistent and repeatable sales process. After adding management to improve alignment, the team found that established reps were not always executing deals the same way, and new hires lacked a clear step-by-step playbook for moving opportunities through each stage. This made it harder for leaders to gain visibility, coach effectively, and improve deal velocity.

Accord helped Case IQ build and implement playbooks and Mutual Action Plans (MAPs) directly into the sales workflow, aligning reps and customers around key milestones, follow-ups, and next steps. With Accord, Case IQ improved onboarding speed, strengthened deal execution, and gave leadership better visibility into the pipeline for more targeted coaching. The result was faster ramp time for new reps, better confidence among experienced reps, and a more consistent sales motion overall.

Case IQ

David McMurchy

Sales Director