Case Study: a global fintech achieves 80% deal outcome accuracy with C3 AI CRM

Global Fintech predicts deal outcomes with 80% accuracy using C3.ai

The customer, a global fintech company operating in over 40 countries, faced significant challenges in forecasting sales and managing its rapidly expanding, complex sales organization. Its existing processes were strained, leading to sub-optimal revenue attainment and difficulty predicting recurring revenue for new accounts due to a lack of customer upfront commitments and susceptibility to external macroeconomic factors. To address this, the fintech worked with C3.ai, which configured its C3 AI CRM application.

C3.ai implemented a solution by ingesting years of CRM data and enriching it with 113 exogenous data sources to build predictive machine learning models. This approach enabled highly accurate sales forecasts and opportunity outcome predictions. The results were significant, including an 80% accuracy in predicting deal outcomes on day one of a quarter, a 94% accurate sales forecast on day one, and the recovery of 97,000 seller hours annually. The project also identified a potential annual economic benefit of $27 million for the customer due to increased win rates.

Global Fintech