by AnshumanD | Feb 3, 2025
Executive Summary Client: Mid-sized AI finance solutions provider ($50M annual revenue, ~200 employees) Challenge: Fragmented reporting led to missed sales targets and unreliable forecasting; sales leaders lacked visibility into bookings, renewals, and opportunity...
by AnshumanD | Feb 2, 2025
Executive Summary Client: US-based AI Finance Solutions Provider with annual revenue of about $50M annual revenue and 200 employees. Challenge: Incomplete visibility into opportunity stages, stagnant pipeline entries, and unpredictable closures. Tools: Tableau, Excel,...
by AnshumanD | Jan 31, 2025
Discover how we helped a financial fraud detection service reduce churn and sustain revenue by analyzing high-risk accounts and product usage patterns. The solution provided insights to enhance product adoption and improve customer retention. Download the case study...
by AnshumanD | Jan 25, 2025
Explore how we helped an AI-based surveillance and automation solutions company revolutionize their sales process. The dashboard dynamically tracked target achievements, prioritized high-value opportunities, and flagged stagnant prospects for timely action. This...
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