Case Study: J.P. Morgan Workplace Solutions achieves 5x business development growth and 30-minute daily SDR productivity gains with DiscoverOrg

Global Shares - Customer Case Study

Global Shares, an Irish leader in stock option management, needed scalable, unlimited access to accurate org charts and contact data that could be automatically filtered by criteria like employee count, growth and technology stack and pushed into its Microsoft Dynamics CRM. Its previous provider’s credit-per-contact model and imprecise data left territories underpopulated and SDRs spending excessive time on manual research.

By adopting DiscoverOrg’s Finance and HR datasets with Microsoft Dynamics integration, Global Shares gained unlimited, high-quality contacts, direct dials, emails, org charts and account-level filters. The change saved about 30 minutes per SDR per day, enabled territory build-out and CRM enrichment in roughly three months, supported a 5x growth in the business development team, and led to consistently met (and often exceeded) meeting-generation goals.

J.P. Morgan Workplace Solutions

David Donegan

Sales Development Manager