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Case Study

Reinventing the client journey

Using a digital, analytics-driven platform to enhance our client relationships and grow our business

Call for change

"In the past, our customer relationship journey relied on systems that were disconnected and inconsistently used. Today, by integrating our leading practices into Manage mySales, our teams are better able to share data and use it effectively."

— SARA PORTER, Managing Director – Sales & Pricing Performance, Accenture

When tech meets human ingenuity

A valuable difference


Users across 50 countries with Wave Analytics access.


Account teams collaborating across global and local clients.


Adoption rate by marketers assigned to named accounts using prescriptive approach for strategy, segmentation, execution and reporting insights.


Decrease in data management support as a result of streamlining to a single Salesforce organization.


Win rate on pursuits with strong versus moderate deal qualification checklist scores.


Accuracy using win probability predictor (non-win, withdraw or loss).

Meet the team

Lee Balan

Managing Director – Sales & Pricing Performance

Olga Gonzalez

Managing Director – Global IT, IT Research & Innovation

Shane Marshall

Managing Director – Global IT, Client & Market Technology

Stephen Nicolls

Managing Director – Global IT, Client & Market Technology

Sara Porter

Managing Director – Sales Excellence

Stephanie Elliott

Senior Manager – Marketing + Communications, Marketing Salesforce Excellence Lead