A fintech company in the information technology and services sector faced declining sales effectiveness due to limited account visibility in Salesforce, unclear pipeline status, lack of actionable reporting, and an inability to map contacts across related entities. To address these issues, the company partnered with DemandFarm and implemented the Account Planner Starter solution. The approach introduced structured account planning tools, including an account heatmap that clarified priorities, relationships, and opportunities. By improving visibility, alignment, and data-driven decision-making, the solution transformed sales execution and collaboration, resulting in a measurable 12 percent improvement in sales performance and a clearer, more predictable path to revenue growth.

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