"Our Region and Territory Plans are now active dashboards and action plans that we use to manage the business rather than our old static QBR decks which were quickly out of date and stuck in a folder."

-Chris Lynch, VP, Sales

Company: Captricity
Industry: Technology
Use Case: Sales Execution
The Customer
Captricity’s handwriting recognition technology helps leading organizations in insurance, government and healthcare unlock access to the customer data they need to optimize business processes, improve decision making and enhance the customer experience.
The Challenge
They needed a way to gain better visibility into what actions were actually driving sales as well as communicate progress and sales metrics to its external sales partners.
The Solution
Shibumi provided a platform for Captricity to view trends in its Salesforce.com data, deploy templatized account plans and collaborate securely with its partners to develop new business opportunities.
The Benefits
With Shibumi, Captricity has been able to quickly identify issues and opportunities with its direct and channel sales efforts and establish collaborative plans to keep them healthy.

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