® (NASDAQ: SREV), the global leader in recurring revenue management
today announced that
, a leading global data and research technology provider for private equity and venture capital, has adopted
® to help their customer success and sales teams maximize customer value. By leveraging
, PitchBook will integrate customer usage data and automate account management tasks directly within Salesforce.
PitchBook provides clients with the highest-quality private equity and venture capital data through an award-winning user platform. Based on its market leadership, PitchBook has a rapidly growing customer base. Scout Sales has given PitchBook’s sales and account management teams the ability to more efficiently manage daily data import limits of Salesforce and routine data collection from other sales, support and marketing systems.
PitchBook selected Scout Sales to integrate all sources of customer data from usage to surveys and sentiment data. Through Scout Sales, PitchBook sales and customer success teams benefit from a complete 360-degree view of each customer subscription and user. Additionally, Scout’s predictive analytics identify opportunities for PitchBook to address very specific client user needs so their customers get maximum value from PitchBook’s platform.
“Scout Sales will help us retain and grow our customer relationships,” said Brett Kaluza, Director of Client Development at PitchBook. “Scout Sales provides us access to important customer data when and where we need it. Our sales and client service teams can quickly act on customer, subscription and user data in a single account tab of Salesforce without having to access multiple systems.”
Scout Sales provides a rich customer data explorer directly within the account object of Salesforce, eliminating the need for PitchBook’s teams to navigate multiple tabs to view customer data and streamlining their preparation process. Scout Sales’ direct integration with Salesforce leverages single sign-on to remove the need for users to remember multiple login credentials and provides integration with the account tab to eliminate looking up additional details in various tabs.