Case Study: a global data-center provider cuts manual pre-opportunity reporting by 90% with Convertiv

Global Data-Center Provider cuts manual reporting by 90% with Convertiv

The customer, a global data-center provider, faced challenges in its pre-opportunity pipeline reporting and process. The company lacked actionable insights and visibility into its go-to-market efforts, causing prospects to be lost. Convertiv was engaged to provide strategic planning and forecasting services to address these issues.

Convertiv implemented a solution by first identifying the exact insights required across the organization and then optimizing the existing RevOps technology stack to produce them. This included structural optimizations to the inbound lead process and clear metric definitions. As a result, Convertiv helped the client achieve a 90% reduction in manual reporting for the pre-opportunity funnel.