Case Study / Unily & BoostUp
Anna-Luisa Fisher-Jeffes, Sales Operations Manager at Unily, delves into the challenges they confronted before integrating BoostUp's platform, highlighting the pivotal impact it had on refining their team's approach to sales reporting and forecasting.
Guest
Anna Fisher-Jeffes
Sales Operations Manager @ Unily
increase in forecasting accuracy
increase in sales productivity
better reporting
efficiency
BoostUp has significantly transformed how Anna Fisher Jeffes operates at Unily, enhancing forecasting accuracy and providing deeper insights into sales opportunities.
With BoostUp, manual and disjointed reporting is a thing of the past, and crucial data is instantly accessible.
Efficiency and accuracy in sales forecasting are crucial. With BoostUp, Anna Fisher Jeffes has found a tool that not only optimizes her workflow but also provides invaluable revenue insights. This has allowed the sales leadership at Unily to have a clearer perspective of their pipeline, ensuring that they're always a step ahead in their strategies.
Before BoostUp, Unily was reliant on a platform that, while visually appealing, lacked the depth of insights they needed, especially in forecasting.
"In terms of the insights... it really was inferior to BoostUp," Anna said.
The introduction of BoostUp provided Unily with newfound clarity. Anna noted, "since we've implemented BoostUp, we've really been able to have a much better grip on which opportunities are likely to close. And, the engagement risk score allowed us to accurately determine which opportunities were at risk."
The platform's influence extended beyond mere insights. BoostUp helped Unily change the way they do forecasting as a team.
"Currently we have the whole team doing forecasting on a weekly basis. It has fundamentally changed the way that we do our reporting and forecasting calls. It's a practice that we didn't have a lot of discipline around before."
Asked about her decision to choose BoostUp over other vendors, Anna highlighted BoostUp's customer-first approach, stating that the professional approach to the selling journey instilled confidence in the platform. She also mentioned how much she appreciates Conner Treuhaft, a member of the CS team, for his effective and responsive nature and how much this improves the customer experience of the platform significantly for them.
Moreover, the platform's rich functionality, combined with its simplicity, struck the perfect balance for Unily's needs.
Discussing BoostUp's impact on her role, Anna emphasized its transformative nature. "BoostUp has changed the way I work in many ways," she noted. The platform has made it easier to hold efficient forecasting meetings, facilitated understanding of the sales pipeline, and streamlined the process for quarterly business reviews.
Anna added a note on the platform's widespread adoption at Unily: "The sales leadership and the account executives are the main people who are using it in addition to finance, VP of business development and our head of pre-sales. BoostUp has helped our GTM team align in terms of forecasting and reporting".
She concluded the interview with her notes about BoostUp's new product, RevBI: "The improvements to the platform are evident through RevBI. We are just starting to use it, but I was impressed with the demo and those seem to cover all the small reporting gaps we had before."