Striking it Rich

Mining new opportunities for major oil and gas contractor.

A large manufacturing contractor that advises global oil and gas, energy, and mining companies on solutions for large infrastructure projects used Kizen’s data platform and Zoe’s game-changing automation skills to streamline sales processes, track and nurture customer relationships, and gain real-time visibility into sales pipeline, unlocking greater value across the business.

At a glance

  • 75+

    employees

  • 7

    industry sectors

  • 18

    specialized disciplines

  • “Part of the power of Kizen is the ability to continually update and refine our business development pursuits and contracted projects. I see a million different ways this is going to help our business.”

  • Chief Operating Officer
    Director, Business Development

Effective pipeline management accelerates sales, laying the groundwork for double digit growth.

Sales Oversight

Sealing all the cracks

Before Zoe, salespeople manually tracked leads and sales activities in spreadsheets. Zoe automates processes and tracks opportunities to ensure nothing falls through the cracks. When a new opportunity is created, she estimates deal value based on inputs from the sales team and gives managers a heads up to assess resource allocation.

Relationship Management

One place to nurture relationships

Zoe enables reps to capture and share details about customer interactions over the life of the relationship. She unifies prospect, customer and contact details, providing a single source to track and cultivate relationships. Managers now have visibility into the status of every relationship and can forecast more accurately.

Project Orchestration

A smooth operator

Project execution requires significant resource planning and coordination across departments. Zoe eliminates tedious legwork and streamlines previously manual handoffs between teams, assimilating info about the won deal for sales, creating a new workflow for the field services team, and working with accounting to get the account set up properly.

Decision-Driving Insights

Real-time answers to every question

“Zoe answers my most pressing questions about our clients, revenue, and deals in the pipeline, providing greater transparency into open opportunities. Her insights have helped me redefine, redevelop, and position the company to be competitive in the future marketplace.” - COO

Results

Operational efficiencies power new growth

  • Zoe gives reps 10+ hours back each week to sell

  • Zoe’s projections inform critical financial decisions

  • Zoe offloads 40% of admin work across departments

How to Buy

We’ve got the best, most cost-effective sales acceleration platform on the planet. Flexible pricing options for every-sized business.

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