Sales Performance Management Client Stories | Industry adoption & Deployment Successes

CloudShare helped SAI Global's BWise Academy scale remote training during COVID and after a major acquisition. Trainers quickly set up... personal labs for each trainee, with no IT help needed. The platform enabled seamless migration and business continuity, even as client numbers grew. Trainers monitored engagement and reduced support calls. CloudShare also sped up sales demos and supported both online and in-person training.
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Lattice helped Campspot move from no formal review process to running semi-annual performance reviews and quarterly engagement surveys. Employees gained the... ability to give and receive feedback, manage one-on-ones, and create individual development plans. Managers now have all tools in one place to coach teams and track growth. The HR team gained new visibility into workforce data, enabling better decisions. Lattice became a symbol of Campspot’s commitment to employee growth and engagement.
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Checkmk replaced PRTG as the monitoring tool for ThinkHuge, a leading IT service provider for forex traders. ThinkHuge manages 12... data centers and over 600 servers worldwide. The company needed reliable, efficient monitoring for its decentralized IT infrastructure. Checkmk enabled ThinkHuge to monitor all assets with a single instance, reducing complexity and hardware footprint. The migration was fast, and the team can now quickly adapt monitoring as their infrastructure grows.
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Bravon helped CTG improve internal and external communication with a gamified platform. CTG wanted employees to become brand ambassadors by... sharing company messages in their networks. Bravon provided a central platform to share content and reward employees for engagement. Almost every employee participated. Employees shared at least one post, leading to 80% higher post reach, 97% higher social share of voice, and 150% higher applause rate. The platform made it easy to track and reward employee participation.
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SetSail helped Extreme Networks centralize sales data from email, calendars, and their entire RevOps tech stack. Before SetSail, sales data... was inconsistent and incomplete because reps logged activity manually. With SetSail, leaders now see real-time rep activity and deal health in one dashboard. This lets them coach reps with accurate metrics and adjust incentives quickly. The sales team improved performance and made better revenue-driving decisions.
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Intelliverse helped a large data center services provider improve appointment setting and marketing intelligence. The client wanted more qualified meetings... and better brand awareness than their in-house team could deliver. Intelliverse provided a dedicated team and transparent reporting. In 6 months, they generated over 85 qualified prospect meetings, found 50 future interest prospects, and uncovered 35 competitor contracts. The program also disqualified 270 suspects and improved outbound prospecting results.
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People. ai helped TTEC fix its sales process. TTEC had problems with deal qualification and data integrity. People.ai gave TTEC...a single place for opportunity scorecards and automated admin tasks. Sales reps now spend more time with customers. Sales coaching uses real data. TTEC improved rep productivity and deal quality.
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Everstage helped Nitro automate sales commission processing for over 100 payees. Nitro used to spend more than 10 days validating... payouts with spreadsheets. With Everstage, payout validation is now 95% faster and saves 7 days each month. The platform gives Nitro's sales team real-time visibility into their earnings and quota attainment. Nitro now manages complex incentive plans with just one administrator and saves 70% of the time on annual commission planning.
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Palette helped Voxel automate sales commission calculations. Voxel chose Palette early to avoid manual work as they grew. The software... handled multiple commission structures and scaled with their team. Automation saved time and reduced errors, letting staff focus on strategic work. Sales reps gained trust and visibility with real-time dashboards. Voxel saw fewer commission-related questions and more confidence in payouts.
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Revegy account and opportunity planning tools helped Siemens PLM Software standardize and streamline account planning. Sales Orchestrators gained a single... platform for collaboration and execution. The new tools replaced scattered PowerPoint templates. Teams now work more efficiently and track progress dynamically. Implementation was quick and improved collaboration across the company.
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Xactly Incent helped Highspot boost sales revenue and keep sales reps from leaving. Managers used Xactly dashboards to show reps... how to earn more. One rep made more than his annual target in a single month. Real-time commission tracking built trust and kept reps focused. Highspot saw strong performance and high retention during a tough job market.
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Xactly Incent helped Highspot boost sales revenue and keep sales reps from leaving. Managers used Xactly dashboards to show reps... how to earn more. One rep made more than his annual target in a single month. Real-time commission tracking built trust and kept reps focused. Highspot saw strong performance and high retention during a tough job market.
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Xactly Incent helped Highspot boost sales revenue and keep sales reps from leaving. Managers used Xactly dashboards to show reps... how to earn more. One rep made more than his annual target in a single month. Real-time commission tracking built trust and kept reps focused. Highspot saw strong performance and high retention during a tough job market.
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Oracle Fusion Cloud ERP and SCM helped Yamaichi Electronics USA cut manual work and reduce complexity. The company replaced old... legacy systems with Oracle Cloud. Now, it manages manufacturing, supply chain, and accounting in one place. Real-time data improved decision-making and on-time delivery. Automation and best practices set the stage for future growth.
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IActionable's gamification platform helped a Fortune 100 manufacturer boost sales team motivation and performance. The sales team lacked energy and... real-time performance visibility. IActionable provided immediate feedback and increased data visibility for managers and sales reps. The tool made sales targets and progress clear, encouraging competition and engagement. Status meetings became more frequent, and the team saw better communication and faster deal targeting. The company improved data visibility, performance reporting, and employee engagement.
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CREST ERP Manufacturing Suite helped Aza Fashion move from Excel sheets to a single platform for inventory, costing, and production orders. The solution improved... production tracking, inventory management, and supplier delivery estimates. Finance entries are now integrated, removing the need for Tally. Aza Fashion gained real-time visibility into production, better supply chain control, and an audit log for accountability. The system made processes faster and easier, with all data in one place.
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Salesforce helped Green Team Group move from spreadsheets to a modern CRM. They had no CRM and struggled with reporting... and planning. ARPEDIO implemented Salesforce and integrated it with their ERP system. Now Green Team can plan, track, and report sales activities in one place. The company is more agile and commercially focused. Data now flows automatically from Salesforce to ERP, saving time and reducing manual work.
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SalesScreen helped Convins boost employee motivation and engagement. The company saw a 20% increase in results during competition weeks. SalesScreen... made KPIs and achievements visible across offices, driving friendly competition and social interaction. Employees became more aware of their progress and more connected to the company. Management found SalesScreen useful for supporting and communicating with staff.
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AmplifAI helped a top 3 telecom brand improve close rates by 13 points in just 90 days. The company used... AmplifAI to give agents real-time sales metrics and boost employee engagement. This made it easier to spot coaching needs and improve agent retention. Coaching effectiveness increased by 25%. The solution addressed agent attrition and negative CSAT from new hires. AmplifAI became a key tool for targeted coaching and performance tracking.
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Varicent Incentives helped Magyar Telekom support over 4,000 payees with daily payment tracking. The new system reduced data insight time... from 1.5 months to just 1–3 days. Sellers now see expected payments daily, boosting motivation and performance. Manual work dropped, and business users gained more control over changes. Magyar Telekom improved visibility into every transaction with Varicent.
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Cresta helped Propel Holdings, a fast-growing financial services company, scale customer service with AI. Propel achieved a 58% chat containment... rate and reduced after-call work by 50%. Cresta's AI Agent, Agent Assist, and Conversation Intelligence improved agent efficiency and customer experience. The solution enabled Propel to handle 30–40% more contact volume with minimal headcount growth. Real-time insights and automation allowed agents to focus on complex cases and deliver better service.
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Dynatrace helped KeyBank simplify its hybrid cloud environment. Before Dynatrace, KeyBank used many monitoring tools, which caused data silos and... slow problem resolution. Dynatrace gave them a single view across all systems. Teams now work together better and fix customer issues faster. Automation speeds up deployments and improves product quality. KeyBank can now see and solve customer problems quickly, leading to better customer experience.
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CLS used IBM's automation and application development solutions to modernize its FX settlement platform. The new system processes over USD... 5.5 trillion in payment instructions daily and handled a peak of USD 13.4 trillion in one day. CLS reduced funding requirements by 96% through multilateral netting. The project overcame pandemic challenges by adopting flexible, asynchronous work. IBM and CLS worked as one team to deliver a secure, scalable platform for global financial markets.
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Homeless Link used Conga to quickly distribute over £6 million in emergency COVID-19 funding to homelessness charities in England. With Conga Composer,... Batch, and Sign on Salesforce, they processed 300 applications and awarded 133 grants in just four weeks. The solution automated grant assessments, document creation, and e-signatures, ensuring compliance and audit readiness. Homeless Link received an additional £5.5 million for a second funding round, supporting more frontline services. Conga streamlined the grant process and helped charities continue vital work during the pandemic.
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PerformYard replaced The Salvation Army NZFTS's paper-based reviews with a digital, people-first system. The organization moved from 20-page annual reviews... to quarterly developmental conversations and a simplified five-competency framework. Managers now use transparent goal tracking and automated reminders. Staff feedback highlights the system's transparency and ease of use. Integration with payroll improved employee data accuracy and continuous development.
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Salestrail helped WhiteHat Jr grow its sales team to over 1500 managers and 5500 employees. The company now logs more... than 75,000 calls daily in Salesforce. Before Salestrail, managers tracked calls manually, which was slow and hard. With Salestrail, call data is logged automatically, saving time and giving better reports. Managers use real-time analytics to track 20 key sales metrics and improve team performance. Data-driven insights helped boost conversion rates and close the gap between top and bottom performers.
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LogicMonitor helped Cengage Learning, a global education company, manage data from over 1,200 engineers across 60 products. The platform made... it easier for teams to see the same data in one place. Cengage Learning spent less time setting up monitoring and received fewer alerts. This improved team efficiency and streamlined IT operations. The solution supported Cengage Learning's digital transformation and technology management.
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SAP Business Suite helped FC Bayern consolidate 52 systems and manage over 9. 5 million fan records. The club used...SAP S/4HANA, SAP Datasphere, and SAP SuccessFactors to streamline HR, finance, and fan engagement. SAP Customer Checkout processed 50,000 transactions per matchday at Allianz Arena. Over 1,000 employees now benefit from improved HR processes. FC Bayern delivers personalized fan experiences and drives business innovation with SAP solutions.
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SAP Business Suite helped FC Bayern consolidate 52 systems and manage over 9. 5 million fan records. The club used...SAP S/4HANA, SAP Datasphere, and SAP SuccessFactors to streamline HR, finance, and fan engagement. SAP Customer Checkout processed 50,000 transactions per matchday at Allianz Arena. Over 1,000 employees now benefit from improved HR processes. FC Bayern delivers personalized fan experiences and drives business innovation with SAP solutions.
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Optymyze helped a value added reseller manage 250 SPIF programs at once. The finance team struggled with manual, paper-based processes... and lacked clear reporting. Using Optymyze’s no-code platform, they built an app to automate SPIF management. Product managers now enter program details in a standard form. Sales teams see real-time rankings and payouts. The new system improved efficiency, accuracy, and sales motivation.
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Hurrah! by CRMGamified helped OSEG boost sales team performance by 61% in just one month. The gamification software increased sales... metric visibility and created a more engaging team environment. OSEG achieved $2 million more in campaign sales compared to previous seasons. The solution made outbound sales efforts more effective. Sales gamification and performance tracking were key benefits.
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Centrical helped a leading regional bank in the Midwest reduce contact center attrition by 8%. The bank used Centrical’s gamified... learning activities to engage staff and close knowledge gaps. Employees earned coins for completing challenges, redeemable for branded rewards. Voice of Customer survey scores rose by 7%, reaching their highest levels. The platform made learning fun and improved customer service performance.
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Funifier's gamification platform helped Caixa Econômica Federal boost employee engagement from 10% to 92%. The bank used Octalysis game techniques... to set team and individual goals. Employees could win prizes and track progress with instant feedback. Profits jumped 113% to $3.2 billion in 6 months. Caixa became the #1 bank in Brazil after this project.
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BlueGrace used Ambition to boost sales team performance. They launched a new competition during their slowest sales quarter. Activity and... loads moved increased by 40%. Output rose by 80%. Scorecards tracked seven levels of seniority. The team saw new efficiency metrics and upward trends. Ambition helped remote reps feel connected and motivated.
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Anaplan helped London Gatwick Airport save £1 million in operational costs. The airport improved forecast accuracy from 89% to 95%... and cut forecasting time in half. Teams now build operational forecasts, capital plans, and P&L statements faster. Anaplan enables real-time adjustments to passenger flow and resource allocation. The airport uses Anaplan to plan for growth and manage disruptions quickly.
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NiCE CXone platform helped Hyatt replace a fragmented knowledge system. Hyatt migrated hundreds of legacy articles and launched Expert and... Copilot for over 250 agents. Agents now find answers faster with AI-enhanced search and tagging. First contact resolution and service consistency are improving. Change management became a success model, driving global expansion and higher agent confidence.
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Snowfly provided a gamified employee engagement and incentives program for a 600-person call center at a major hotel brand. The solution let... managers and peers reward achievements using a common reward currency. Employees could earn tokens for meeting performance metrics, passing quizzes, and peer recognition. The program increased engagement and improved key metrics like quality scores, loyalty club enrollments, and credit card transfers. The flexible system allowed recognition for both objective and subjective achievements, boosting motivation and reducing program fatigue.
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Arcade helped Long & Foster Property Services boost sales by 20%. The company used Arcade to keep remote insurance reps... and property managers engaged. Gamification made work fun and improved team communication. The team saved 10% on sales incentives. Arcade helped build a strong remote-first culture and kept employees motivated during the COVID-19 crisis.
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Zoho Backstage helped BusinessNZ Council move their election conference online during COVID-19. The team needed an easy event management tool... with ticketing and website features for non-technical users. Zoho Backstage let them quickly update tickets, process refunds, and customize their event site. They livestreamed sessions and managed ticket sales easily. The council praised the platform's user-friendly interface and real-time agenda editing.
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ZAIDYN by ZS gave Theratechnologies Inc. a modern analytics platform. The company unified data and built dashboards for sales, medical,... and marketing teams. This helped extend product reach and boost sales growth. The share of territories contributing to year-over-year sales rose from 20% in 2021 to 85% in 2023. The platform improved data access and decision-making for the biopharma company.
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Goalplan helped Macforum improve employee engagement in their retail stores. Macforum faced problems with scattered data and slow reporting using... old tools. With Goalplan, they now see performance data in real time on any device. This made it easy for staff and managers to track goals and results. Macforum saved time, increased sales, and boosted team motivation. The company now has one tool for KPIs, competitions, and budgets, giving them a clear advantage.
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Octiv helped Motley Crew CrossFit simplify gym management. The platform combined training tracking and booking in one place. Motley Crew... saved the cost of an extra staff member by using Octiv for bookings, member management, and payments. The injury tracker feature let coaches personalize workouts for safety. Octiv also improved member growth and retention by tracking leads and engagement. Motley Crew values Octiv's personal support and modern, user-friendly interface.
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Spinify helps Employsure boost sales team motivation and engagement. The sales team uses Spinify’s gamified competitions, like the Race competition,... to drive performance. Leaderboards and interactive cues spark laughter and friendly rivalry. Staff energy rises as they move up tiers. Employsure values Spinify’s fast customer support and fun features.
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TeamViewer DEX helped North America’s largest environmental solutions provider manage software distribution and asset management across a vast network. The company faced... high costs and complexity with traditional deployment methods. DEX enabled peer-to-peer file sharing, streamlined patching, and zero-touch deployment. The company saw significant cost savings and avoided major security breaches after switching to TeamViewer DEX.
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Rack Electric used Plecto to give technicians real-time access to performance data. Before, techs did not know their job count... or daily revenue until the end of the day. Plecto dashboards and ServiceTitan integration let everyone see live KPIs and rankings. This created healthy competition and made techs more accountable. The office and field teams started working from the same data, leading to faster decisions and a stronger performance culture.
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Validity DemandTools helped RE+ Events remove duplicate data in Salesforce. This improved Salesforce ROI and boosted user adoption. The tool... automated many manual data tasks. RE+ Events now keeps their data clean and easy to find. They plan to use DemandTools to maintain regulatory compliance.
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Observe. AI Evaluation Forms help ERC's QA team work faster and smarter. They evaluate calls 5x faster and give 10x...more feedback to agents. The platform lets QAs share data and coaching tips easily. ERC uses real call examples to improve agent performance and customer experience. The process is now more accurate and less tedious. Supervisors get actionable tips and timestamped examples for coaching.
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