Case Study: Quantum Metric achieves standardized, strategic account planning and improved sales visibility with Organimi

Organimi helps tech startup transform its account planning process

Quantum Metric, a fast-growing Colorado-based technology startup of about 200 employees, needed a simple, standardized way to map partner and customer organizations for account planning while most staff worked remotely. They evaluated and adopted Organimi, using Organimi org charts to capture critical account intelligence and profile contacts across accounts.

Organimi was rolled out to partner and sales teams to build visual org charts, color-code roles and engagement status, and centralize account data. As a result, Organimi helped standardize account planning, make one-on-one rep sessions more efficient and strategic, improve internal visibility and data quality, and make it easier to rank account potential—enabling the sales team to more consistently deliver on objectives.

Quantum Metric

Trevor Pyle

Senior Product Marketing Manager