Case Study: iLEVEL achieves faster lead qualification and sales and marketing alignment with Prezi

iLEVEL Aligning Sales and Marketing for Success

Ipreo Private Capital Markets, provider of the iLEVEL monitoring and analytics platform, needed to speed up early-stage lead qualification and better align sales and marketing. Facing a slow, agenda-driven outreach process, the team sought a more conversational way to introduce the company and its product to prospects.

They built a dynamic Prezi presentation that let sales steer conversations, jump into product “demos” in real time, and focus on prospect needs rather than a scripted pitch. The change—supported by targeted training—led to faster, higher-quality qualification, more natural demos without extra meetings, and stronger cross‑department collaboration and sales culture.

iLEVEL

Melissa Ferraz

Managing Director & Global Head of Client Development, Ipreo Private Capital Markets