Case Study: Top 10 Financial Data Services Company achieves one trusted sales forecast and improved sales performance with Infor Birst

Top 10 Financial Data Services Company - Customer Case Study

A top‑10 financial data services company that maintains records on more than 220 million companies worldwide and licenses that information for credit decisions, B2B marketing and supply‑chain management faced a growing sales complexity: more than 1,000 sales reps, hundreds of thousands of customers, an expanding product catalog and fragmented reporting left executives without a clear, trusted sales forecast. The team needed to understand sales metrics across a complex organization, add scenario and predictive analysis, and run a truly data‑driven sales operation.

The company deployed Birst to replace legacy reporting, leveraging automated predictive capabilities (pipeline snapshots, matching orders and handling territory changes), deep Salesforce integration, and automatic aggregation of multiple data sources to provide a full historical‑to‑future sales view. The solution delivered analytics to 1,000+ sales reps, improved sales performance by focusing on deals and products with the highest close probability, and consolidated forecasting into a single trusted forecast for executives.