Case Study: BDO Canada modernizes market intelligence workflows with ZoomInfo

BDO Canada cuts dashboard updates from 8 hours to 1 with ZoomInfo

BDO Canada, a leading advisory firm, faced a manual and reactive market intelligence process. Their team spent entire days updating dashboards, which delayed critical insights for stakeholders and hindered proactive client engagement. To modernize this workflow, they turned to ZoomInfo's GTM Intelligence Platform, accessed via ZoomInfo Sales and API.

ZoomInfo's solution automated data integration, slashing dashboard update times from eight hours to one—an 87% efficiency gain. The implementation provided real-time firmographic and intent data, which BDO Canada used to create self-service dashboards and enhance its Client Value Index with predictive signals. This transformed their client management from reactive to forward-looking and democratized intelligence across the firm, enabling more strategic, proactive advisory relationships.

BDO Canada