Case Study: Iterable Makes Presales Success Repeatable with Vivun

Iterable - Customer Case Study

Iterable, a cross-channel customer engagement platform, needed a better way to make presales success repeatable as the company scaled. The team at Iterable wanted to move beyond intuition and gain a clearer, data-driven understanding of how Solutions Consulting and Account Executives were performing, including baseline metrics for success.

Vivun implemented a presales tracking solution with tight Salesforce integration so Iterable could easily capture team activity, view funnel stages, and connect presales data to its existing analytics workflows. With Vivun, Iterable now has the foundation in place to analyze presales process data more deeply and uncover insights that can improve forecasting and sales execution.

Iterable

Carter Hickingbotham

Senior Manager