AI case study

NarmiSales pipeline management

Forecasting was a manual "Excel Olympics." AI now scores deals and flags risks, freeing leaders to coach instead of gathering data.

Published|11 months ago

Key results

Weekly Time Savings
2-3 hours

Result highlights

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The story

Context

A fast-growing fintech platform serving banks and credit unions that needed to manage revenue operations with a lean team following a period of rapid scaling.

Challenge

The team relied on manual spreadsheets dubbed "Excel Olympics" to track deals, creating a time-consuming process with limited visibility into...

Solution
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Quotes

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The company

Digital banking and account opening platform for banks and credit unions.

IndustryFinancial Services
LocationNew York, NY, USA
Employees51-250
Founded2016

The vendor

Gong is a sales enablement platform that leverages AI to provide actionable insights from sales conversations, enhancing sales performance and strategy.

IndustrySoftware & Platforms
LocationSan Francisco, California, United States
Employees1K-5K
Founded2015

Use case

Narmi's Sales pipeline management is part of this use case:

Predictive Analytics
56 case studies(+80% YoY)
Proven impact?
LowModerateVery Strong
8.2Very strong
5.3Strongwithin Financial Services
10.9Very strongwithin Sales

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