Case Study: Grant Thornton achieves 30% increase in qualified leads and doubled Dynamics 365 adoption with Aptivio

How Aptivio helped Grant Thornton increase their sales qualified leads

Grant Thornton struggled with low Dynamics 365 CRM adoption and regularly missed about 1-in-10 opportunities within its existing client base, jeopardizing growth in its $600M risk advisory line. They engaged Aptivio to bring signal-driven insights into their sales process, combining Aptivio’s external data processing with their Dynamics 365 CRM to better surface timely risk-advisory opportunities.

Aptivio processed billions of data points to detect surges in bad news and anticipate regulatory settlements, enabling Grant Thornton’s Growth Committee to systematically identify sales-ready risk advisory work. The result: a 30% increase in qualified sales pipeline for risk advisory projects, roughly a 100% increase in Dynamics 365 usage due to higher-quality leads, and rapid expansion of the Aptivio “plug-and-play” setup into other service lines.

Grant Thornton

Nichole Jordan

Regional Managing Partner