Case Study: Siemens PLM Software achieves efficient, collaborative account planning with Revegy

Siemens PLM makes account planning more efficient with Revegy

Siemens PLM Software, a global provider of product lifecycle management solutions, faced inefficient annual account planning: plans were scattered across many PowerPoint templates and Sales Orchestrators spent excessive time creating documents that couldn’t be executed or easily shared. To solve this, Siemens PLM engaged Revegy and its account and opportunity planning tools to centralize and streamline account planning and collaboration.

Revegy rolled out relationship maps, strategy maps, and collaborative account/opportunity plans, giving the company corporate-wide access to the same information on a single platform. The quick implementation standardized planning, made Sales Orchestrators and their teams more efficient, provided a major collaboration tool for plan creation and execution, and produced dynamic account-plan summaries that let management track progress and how Siemens PLM is helping customers achieve their objectives.

Siemens PLM Software

Charlie Jonesrebandt

Director, Process Alignment and Integration