Case Study: SMB Analytics Company achieves streamlined sales workflows and standardized Key Account Management with DemandFarm's KAM Suite

An SMB Analytics Company sets up it’s Sales Process Workflows using DemandFarm’s KAM Suite

SMB Analytics Company, a New York–based analytics and CRM firm, needed to scale its account management as it grew. The sales team was new to Large Account Management and their standalone CRM couldn’t capture qualitative relationship maps, account hierarchies, integrate financial data, or provide intuitive leadership dashboards. They chose DemandFarm’s KAM Suite to prioritize customer relationships and drive a sales cultural transformation.

DemandFarm implemented the KAM Suite to deliver contact and relationship mapping, account hierarchies, opportunity management, financial-system integration, and leadership dashboards. As a result, DemandFarm helped standardize and simplify the key account management process, improve visibility into key contacts and account growth potential, provide complete visibility of financial workflows, and reduce customer-retention risk—giving leadership clearer coaching metrics and measurable insights into account ambition.