Case Study: a global IT service provider improves sales coaching and account planning with Next Quarter

NextQuarter Enables Sales Coaching Improvements for Global IT Service Provider’s Teams

Next Quarter worked with a global IT service provider that sells IT services across many industries and manages more than 100 strategic accounts, hundreds of products, and a worldwide client base. The company struggled with fragmented planning processes built around PowerPoint and Excel, lost and unstandardized data, and poor integration with Salesforce, which made sales analysis, reporting, and revenue forecasting difficult.

Next Quarter implemented a Salesforce-based account planning solution, including its Account Growth module, migration of account plans into a centralized template, and customized analytics dashboards. This improved Salesforce adoption, standardized account plans, and gave teams real-time, actionable insights into KPIs, pipeline, and account performance, helping the company make better data-driven decisions and improve sales coaching and planning.