Case Study: Mercer achieves faster, more effective account planning with Next Quarter

How Next Quarter Helped Mercer Expand and Thrive

Mercer, a large IT, software, consulting, and asset management firm, was struggling to connect account planning and forecasting to broader company goals. Its account plans were siloed, manually created, and lacked shared intelligence and summary visibility, making it harder to align customer needs with internal strategy. Next Quarter was brought in to help improve account planning and integration.

Next Quarter implemented a digital account planning template, regionalized global planning, linked external insights into plans, added revenue forecasting and three-year objectives, and consolidated account plan analytics. These changes standardized planning, improved collaboration, and made plans more flexible and customer-focused. As a result, Mercer saw a 70% improvement in account planning adoption, reduced the client planning process by four weeks, and improved coordination across leadership teams.

Mercer