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CASE STUDY

Revamping Reap and Replace: Automating Account Allocation for a global leader in Digital Asset Management SAAS software

About the Client

Aprimo is a United States–based company that develops and sells marketing automation software and digital asset management technology for marketing and customer experience departments in enterprise organizations.

Description

Aprimo, a leading digital asset management company, sought to optimize its sales operations by improving the reap and replace process and automating account allocations to sales reps. The existing manual processes were inefficient and time-consuming, limiting the company's ability to scale. By implementing a new process setup with automation, Aprimo was able to streamline account distribution and boost sales productivity.

Work Details

Conducted a thorough analysis of the existing reap and replace process for account management.

Implemented automated workflows to streamline account allocation to sales reps.

Integrated the new process with CRM to ensure real-time data synchronization and tracking.

Set up rules-based automation for account reassignment to optimize sales coverage and performance for various business units and scenarios.

Benefits

Increased allocation efficiency by 40%, ensuring faster and more accurate account distribution.

Reduced manual effort in account management, allowing sales reps to focus on high-value tasks.

Improved account reassignment accuracy, leading to a 25% boost in sales team productivity.

Enhanced visibility into account ownership and performance, enabling better sales strategy and decision-making.

*Partnered with Coresolute LLC.

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