Case Study: Nutrient streamlines reporting and forecasting with Discern

Nutrient streamlines board reporting across 3 Salesforce instances with Discern

Nutrient, a SaaS company providing a document lifecycle platform, faced significant challenges in consolidating its data following multiple acquisitions. Operating across three separate Salesforce instances and pulling financial data from NetSuite made it extremely difficult to get an accurate, holistic view of pipeline health, customer churn, and revenue forecasts. The company spent hours manually preparing reports for management and board meetings. To address this, Nutrient implemented the Full Platform from Discern.

Discern successfully integrated Nutrient's disparate data sources into a single, cohesive view. This solution provided the company with crucial cross-functional visibility, streamlined reporting, and enhanced forecasting. As a result, Nutrient can now run more efficient forecast meetings, quickly identify churn risks, expedite board reporting, and inform key financial decisions with an accurate view of sales and renewals. Discern enabled this without requiring an enormous investment of time and resources from the Nutrient team.

Nutrient