Case Study: Mosaic books more qualified meetings while targeting fewer accounts with AccountAim

How Mosaic Booked More Meetings Targeting Fewer Accounts

Mosaic, a strategic finance platform, faced the challenge of maximizing revenue efficiency within its well-defined market. Their sales development reps were wasting significant time researching accounts from multiple data sources, which often proved to be a poor fit. This inefficient process threatened the quality of customer interactions and risked missing high-quality opportunities. To solve this, they partnered with AccountAim.

AccountAim implemented a solution that consolidated signals and provided systematic account prioritization. This gave reps daily notifications of their best-fit accounts, saving them 1-2 hours per day. The results included a 23%+ increase in opportunity creation rates and a 35%+ improvement in data quality, generating an incremental $1.9 million in pipeline that would have otherwise been missed.

Mosaic

Matt Roberts

Head of Sales Development