Overview
Verdigris needed a clearer view into its sales funnel to improve forecasting and resource planning. Relying on manual data analysis and Salesforce reports made it difficult to track conversion trends, surface bottlenecks, or make timely, data-driven decisions.
With Discern, the team gained real-time visibility and deeper analytics, enabling more accurate forecasts, streamlined reporting, and greater alignment between sales and finance teams.
We evaluated several tools, but Discern stood out with robust out-of-the-box analytics and seamless integration into our systems. It was simple to get started, and the AI-driven insights immediately brought clarity to our sales pipeline.
Emily Egan
Head of Finance
The Challenge
Verdigris lacked visibility into sales activity, pipeline performance, and lead conversion trends.
With Salesforce reports and manual spreadsheets as their primary tools, they couldn’t access real-time insights or track how performance was shifting over time. Without that visibility, the team struggled to forecast accurately or act on what was really driving results.
The Solution
With Discern, Verdigris gained real-time visibility into their sales funnel, enabling the team to track performance trends, identify bottlenecks, and forecast with greater accuracy.
The platform provided a clearer framework for data hygiene and helped align sales activity with strategic goals. For finance, Discern significantly reduced time spent preparing analytics, freeing up resources to focus on higher-impact initiatives.
Key Benefits
– Real-Time Sales Visibility: Immediate access to pipeline data and performance trends
– Smarter Forecasting: Improved accuracy in predicting revenue and planning ahead
– Sales Activity Insights: Ability to identify what actions drive results
– Finance Efficiency: Time savings from automation and cleaner reporting processes
– Scalability: A solution that can grow with the team and business needs
About Verdigis
Verdigris is an AI-powered energy management platform that delivers real-time insights to optimize energy usage in commercial and industrial.
