Global Manufacturing Leader: Creating actionable insights on Revenue Intelligence

A global manufacturing leader has a strong reputation for bringing innovation to high-growth industries, with clients across the automotive, aerospace, technology, and semiconductor sectors. To better understand the trajectory of its work, the company needed more visibility into its sales and revenue pipeline. It turned to the experts at Egen for help. 

This global manufacturing leader already had basic analytics in the Salesforce Sales Cloud when it came to Egen, but it had limited visibility into its sales and revenue pipeline. The company needed something more robust for its executive team to use for analyzing the health of the business and planning next steps. It wanted collaborative forecasting, pipeline inspection, and actionable insights. That is when it asked our experts to implement the Revenue Intelligence solution. 

We set up Revenue Intelligence for the company from scratch. The project included pipeline analytics, app configuration and customization, opportunity split data, bulk action items, and knowledge transfer at the end. Additionally, Egen created a gap analysis and prioritization for future use cases.

We earned a five-star client satisfaction rating from the company on a recent survey. The manufacturer has repeatedly shared their positive experience with the project team and the effort the team made to understand the company’s needs now and in the future. 

◼