Increase Sales with Self Service Case Study
In this case study, you'll learn how a midsize company with a large and complex product portfolio leveraged SAS to consolidate product and customer data to create a self-service portal for sales, management and marketing.
Download and read the full story.
What challenges did the company face before implementing the self-service portal?
The company struggled with scattered data across multiple databases, leading to manual and error-prone reporting. Sales reps relied on outdated and incomplete data, which resulted in missed upsell and cross-sell opportunities. The manual consolidation of data into Excel spreadsheets was time-consuming and did not provide a comprehensive customer view.
What were the goals of the self-service portal?
The company aimed to accomplish three main goals: 1) Create a self-service portal for sales reps and managers to access product recommendations for each client, 2) Provide a holistic visual for management to identify common scenarios and repeatable offers, and 3) Share comprehensive views with marketing for targeted campaign orchestration.
What were the results after implementing the self-service portal?
After implementing the self-service portal, the company achieved double-digit revenue growth. The consolidated customer data allowed the sales team to identify revenue potential for new products and services, leading to the planning and execution of new campaigns. Sales reps reported positive feedback regarding the ease of use and the ability to access all necessary information in one place.
Increase Sales with Self Service Case Study
published by Verge Innovation
Verge Innovation anticipates change and solves IT challenges with the agility organizations need to thrive. With a proven track record of successful technology implementations, our seasoned consultants deliver results-driven solutions spanning cybersecurity training, managed services (MSP), cloud modernization, eLearning design, Salesforce solutions, and data analytics.
Our offerings enable organizations to:
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Build resilient IT infrastructures that scale with growth
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Deliver immersive training programs that boost workforce readiness
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Streamline operations through cloud and process automation
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Enhance business intelligence and decision-making with actionable data
We partner with organizations of all sizes — from fast-paced startups to public-sector agencies and established enterprises — reshaping IT operations into future-ready practices.
At Verge Innovation, we’re not just a vendor; we are the transformative force in your IT and training journey.
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