Customer Success
Top-100 Business-Planning Software Firm fuels strategic growth with Databook
With Databook embedded across go-to-market workflows, this global enterprise software company is driving larger, more strategic deals—reducing seller prep time, improving executive engagement, and scaling insights across the revenue organization.
The challenge
To reach aggressive growth targets while balancing efficiency and scale, this organization needed to transform how its GTM teams executed—especially in increasingly complex enterprise sales environments.
While foundational tools were in place, execution was inconsistent. Teams spent hours on research, built decks manually, and often struggled to craft C-suite-ready narratives that tied solutions to strategic priorities.
The solution
Partnering with Databook, this Top-100 firm rolled out guided selling workflows and embedded intelligence into every step of the sales process.
Now, teams operate from a shared system of trusted insights and automated outputs. Reps generate customized executive-ready decks in minutes, collaborate across functions, and engage prospects with greater clarity and speed.
Capabilities delivered:
- Insight-rich first-meeting and executive POVs.
- Account narratives tied to priority use cases
- CRM-integrated agentic workflows
- Organization-wide usage across GTM roles
“Databook is my day-one resource. It helps me build a solid foundation, sharpen how I engage buyers, and identify new opportunities.”
— Enterprise Sales Development Representative
The results
Deal size, pipeline, and win rates
Top-researched accounts using Databook showed:
- 3x increase in average deal size
- 2.5x more opportunity creation
- Nearly double the win rate
- Strong internal collaboration, with up to 24 stakeholders contributing to research and planning
“With DatabookAI, I can prep for meetings faster and tailor outreach with confidence. It’s a critical part of how I drive strategic account planning.”
— Enterprise Account Executive
Time back, focus forward
Manual prep time dropped from hours to minutes—allowing teams to redirect energy toward customer engagement and deal progression.
"Databook gives me the ability to grab quick and impactful insights into accounts I am targeting, and has transformed the way I can prospect."
— Enterprise Planning Leader
Adopted across the business
With more than 1,000 users across Sales, Solutions Consulting, Customer Success, and Delivery, Databook is now embedded into the rhythm of business—standardizing execution and increasing confidence in every customer touchpoint.
“Databook gives deep insights into target accounts—including financial performance, strategic priorities, and key initiatives.”
— Customer Success Manager
What's next
The company continues to expand its Databook usage—targeting new workflows, deeper coaching, and better alignment around high-value opportunities.
Goals include:
- 25%+ increase in sales productivity
- Value hypothesis generation and validation at scale
- Embedded coaching workflows
- Deeper integration into CRM and content tools
- Focused acceleration of $500K+ deals
"Other LLMs don’t know me, my company, my product, or how I sell. Databook is different. It understands Anaplan and gives me insights that are truly tailor-made to our specific use cases."
— Enterprise Sales Development Representative
Key outcomes
- 3x larger deals in top-engaged accounts
- 2.5x increase in opportunity creation
- 7-point lift in win rates
- 80%+ of top-performing AEs use Databook
- 1,000+ users across GTM
Databook capabilities used
- Agentic workflows
- DatabookAI
- Salesforce integration
- Executive-ready decks
