[Client Info]workplace b2b saas
A global platform enabling asynchronous team communication, file sharing, and integrations across remote-first organizations.
#1. summary.
Xuno partnered with the client’s revenue operations and leadership teams to address fragmented sales reporting and poor pipeline visibility across regions. With millions in ARR under review and siloed CRM usage by territory, they lacked the insights to prioritize accounts and forecast accurately. Our team deployed an AI-driven intelligence layer across revenue data sources, helping them shift from lagging reports to predictive, actionable insights.
Technologies used:
#2. challenges.
Revenue teams were manually combining data from siloed sources, leading to delays in reporting and missed revenue opportunities. Territory performance lacked consistency, and sales ops struggled to deliver forecasts leadership could trust. The organization also lacked a system to identify high-propensity accounts and align enablement efforts in real time.
#3. solution.
Xuno implemented an AI-driven forecasting and pipeline prioritization engine that surfaced deal risks, lead scoring patterns, and territory-specific behaviors. We automated weekly rev ops dashboards for each regional team and linked the scoring models directly into the client’s CRM. Enablement workflows were adjusted based on what reps were likely to close and how buyers moved through the cycle.
#4. outcome.
Forecast accuracy improved by 35% within the first quarter. Sales velocity increased by 18%, and pipeline leakage dropped by 22% in under 90 days. Rev ops teams reported a 61% reduction in manual reporting and reallocation of over 320 hours monthly toward strategic planning.
