Case Study: Ocorian improves Salesforce account planning and opportunity visibility with DemandFarm

Ocorian improves Salesforce account planning with DemandFarm

Ocorian, a global leader in corporate and fiduciary services, faced challenges in managing complex entity relationships within parent accounts and visualizing opportunity data within their Salesforce CRM. To address this, they partnered with vendor DemandFarm to implement its account planning and growth strategy solution.

By implementing DemandFarm's platform, Ocorian was able to improve entity relationships and simplify the visualization of opportunity ratios. The solution provided a comprehensive view of opportunities, which enabled the development of a more effective growth strategy. The vendor's tools helped Ocorian enhance their Salesforce capabilities for more data-driven decision-making.

Ocorian