Case Study: Leading Equipment Rental Firm improves sales rep assignment and CSAT with Tredence

Enabled direct targeting by building digital sales strategy based on customer profiles for a rental company

Leading Equipment Rental Firm worked with Tredence to improve how sales representatives were assigned across its existing and new customer base. The company needed a better way to prioritize top customers, build customer portfolios, and ensure the right reps were matched to the right accounts while maintaining high CSAT and balancing sales rep costs.

Tredence implemented a three-step sales rep assignment optimization solution that analyzed customer transaction behavior, geography, engagement history, and industry verticals to create consolidated priority scores. Tredence also built an interactive tool to compare assigned vs. unassigned customers and flag high-value accounts for immediate attention. The result was a 6% reduction in assignment cost, an 8% QoQ improvement in CSAT, and a 19% increase in identified cross-sell opportunities.