Case Study: RLDatix achieves forecasting accuracy and sales visibility with SalesChoice

RLDatix - Customer Case Study

RLDatix helps healthcare organizations improve safety and compliance through governance, risk, and compliance tools, serving more than 4,000 customers across 19 countries. As its product and customer base grew, the team faced increasingly complex sales opportunities, a diverse sales organization, and a need for better sales process diligence, revenue visibility, and forecasting accuracy. RLDatix also wanted to improve Salesforce data quality and increase adoption across the sales team.

SalesChoice implemented its AI-powered forecasting and predictive scoring solution inside RLDatix’s Salesforce instance, customized to the company’s sales processes and supported with training. SalesChoice quickly delivered insights, achieving 87% prediction accuracy and 91% accuracy on win predictions in the first quarter, while also highlighting incomplete data and improving forecast validation, pipeline quality, and sales manager visibility.

RLDatix

John Selles

Director of Sales Operations