Case Study: Ivanti achieves a “single pane of glass” for deal intelligence and higher sales productivity with Aviso

Ivanti Streamlines Sales Processes With Aviso

Ivanti, founded in 1985 and maker of IT security, service and asset management, and endpoint management software, partnered with Aviso AI in 2021 to consolidate multiple Salesforce instances and streamline sales processes. The company faced disconnected CRM instances, manual forecast rollups in Excel/PowerPoint, scattered data, limited deal insights, and complex hierarchy requirements.

Aviso implemented a read/write solution across CRM instances with customized rep access, interactive layouts, dynamic opportunity views, and support for multiple pivot values, creating a “single pane of glass” for real‑time deal intelligence. The result was an integrated analytical view of the pipeline, increased sales rep productivity and customer engagement, and significant IT cost reductions—outcomes Ivanti praised for simplifying data consolidation.

Ivanti

Al Arun

Chief Customer Officer