The static reporting and analytics capabilities in CRMs often prevent sales managers and investors alike from proactively offering advice. Today, IT solutions provider IronEdge Group and their investor Riverside Asset Management utilize Discern to uncover key sales insights, ask the right questions, and action data-driven solutions.
Challenges
Prior to Discern, IronEdge Group found it difficult to access comprehensive and actionable insights from Salesforce. Without centralized, milestoned sales analytics, it was hard to quickly uncover the “why” behind performance and align on strategic initiatives.
Without the resources to build a bespoke data analytics and dashboarding solution via a BI tool like Tableau, IronEdge Group turned to Discern to quickly address their growing data requirements.
“Discern gives our investors the ability to see our sales performance in real-time. Our Monthly Operational Reviews with Riverside are more efficient now since we regularly collaborate on that data, and next steps have already been discussed.”
Carolyn McBride, Director of Revenue Operations
Discern + IronEdge Group
Today, Discern provides IronEdge Group with a comprehensive suite of sales analytics capabilities, including pipeline management, forecasting, and sales velocity analytics. Platform customization allows both IronEdge Group and Riverside to tailor the solution to their individual needs, ensuring seamless integration with existing processes and systems.
Ultimately, Discern has enabled IronEdge Group to:
- Drive alignment with Riverside through real-time access to sales performance data and analytics.
- Increase investor confidence and trust in the decision-making process by enabling stronger communication.
- Uncover the impact of process improvements and easily identify data hygiene issues.
- Strengthen Sales Enablement efforts with pipeline and sales cycle analytics sliced by each Account Executive.
- Save time spent manually building and maintaining reports in Salesforce and Excel.
About IronEdge Group
IronEdge Group is the premier IT solutions provider for local businesses. IronEdge’s offerings include local help desk support, cyber-security strategy and services, cloud solutions, project planning and implementation, backup and recovery services.
