Reinventing the client journey

accenture
STORIES
Using a digital, analytics-
driven platform to enhance
our client relationships and
grow our business
Reinventing
the client
journey
Copyright © 2022 Accenture. All rights reserved
Sharing richer
insights
Like all successful businesses,
Accenture strives to establish
strong, long-lasting relationships
with our clients so that we can
better serve their needs. A robust
cloud-based IT strategy enabled
us to introduce a single digital,
data-driven platform that
rejuvenates how we work with
clients and helps us realize better
business outcomes.
Over a period of years, Accenture
had accumulated a number
disconnected online and offline
tools for the various processes
involved in any customer journey.
The business knew it needed one
solution to better enhance and
integrate that journey.
Collaborating with our global IT
organization, our Global Sales and
Pricing Excellence team developed a
vision for a new solution known
as Manage mySales, based on
Salesforce.com. The solution
focused on digitizing how Accenture
sells by moving the entire sales
process online and improving overall
efficiency.
As the improved integration and
automation of Manage mySales
began to demonstrate greater
efficiencies, the Marketing and
Communications (M+C) organization
migrated to the new solution to share
contact and campaign information—
and their use continues to expand.
Before long, two additional areas
of our business—Quality and
Ecosystems—also adopted
Manage mySales.
Now, with shared access to the
same client data, our people can not
only benefit from the richer insights
of a “single source of the truth” but
also enjoy the powerful advantage
of being a data-driven organization.
In the past, our
customer relationship
journey relied on
systems that were
disconnected and
inconsistently used.
Today, by integrating
our leading practices
into Manage mySales,
our teams are better
able to share data and
use it effectively.
SARA PORTER
Managing Director—Sales & Pricing
Performance, Accenture
Call for change
Copyright © 2022 Accenture. All rights reserved
Meeting diverse
business needs
When tech meets human ingenuity
Here are some of the milestones in developing and launching Manage mySales:
Implement the foundation: Manage mySales is based on the
Salesforce platform using standard capabilities with customized
enhancements. Implementation of the “base” Manage mySales
solution involved bringing together sales data across numerous
applications to streamline, simplify and integrate the sales
management processes. Using a new cloud-based
infrastructure, the solution has full mobility and can be used
anywhere, anytime.
Actively encourage adoption: The initial introduction of
Manage mySales affected around 30,000 account team users.
To help this large number of users to become familiar with the
new solution quickly, we developed extensive training using job
aids and videos and social media tools to offer learning tips—
giving account teams the right level of support and
information they needed, when they needed it.
Enable insights: Laying an application foundation and building
comprehensive integration and automation created new
opportunities to transform business processes and make
previously unattainable insights available to account teams—all
of which is now leading to new, post-digital value. We built a
new business management application that provides a
comprehensive view of an opportunity and enables online, real-
time approval decisions. We implemented enriched core
analytics to make opportunity comparisons against key metrics
to see what’s happened, what’s changed and what’s projected
in the future.
Drive intelligent decision making: Initially, we launched
analytic sales capabilities to drive operational efficiencies. Now,
we are equipping our teams with predictive analytics to help us
make better business decisions. We aim to empower account
teams to move from insights to actions more quickly and
intelligently. For example, Einstein Analytics, a product of
Salesforce, enabled us to develop indicators, such as our Win
Probability Predictor, to help to predict the potential for deal
success, and enable sales teams to take strategic actions to
increase win probabilities. The model accurately predicts the
ability to win an opportunity with 97% accuracy—in less than
three seconds.
A single source of truth: Manage mySales has taken
the standard features of Salesforce beyond a customer
relationship management solution to provide data that is a
single source of truth across our core business functions.
And these capabilities are easily expanded.
Copyright © 2022 Accenture. All rights reserved
When tech meets human ingenuity
Copyright © 2022 Accenture. All rights reserved
In addition to our sales account teams, areas of the business taking advantage of
Manage mySales include:
Marketing
In 2011, the Marketing organization consolidated
more than 50 different databases into one using
Salesforce.com for all its contact and campaign
management.
In 2015, Marketing began sharing contact data
from its instance with Manage mySales and fully
migrated in 2017, enabling us to see the entire
client experience—from prospective client to loyal
customer. This 360-degree visibility enables client
account teams to be predictive and agile in their
response to clients’ changing needs. We have also
introduced a data quality initiative, to make sure
that contact information is complete and accurate,
built an index to measure key fields and created a
central team to support data management. Around
71% of all new contacts are created as Good or
Pass as a result of the data quality initiative and
78% of contacts are rated as Good or Pass in the
Contact Data Quality Index.
Marketing continues to expand Manage mySales’
capabilities through integrations: Oracle Eloqua,
offering marketing automation; Cvent, an enterprise
event management platform; internally developed
Integrated Planning & Campaign Tool to automate
the creation of marketing campaigns in Manage
mySales; Smart Rooms which provides secure
rooms for clients or for use by larger communities, as
well as custom objects developed to meet specific
Marketing and Communications business
requirements, such as a Client Nomination
functionality for events.
This robust data set feeds standard reporting and
dashboards as well as Tableau CRM Analytics Studio
dashboards.
Copyright © 2022 Accenture. All rights reserved
When tech meets human ingenuity
Quality/Client Satisfaction
As with the other areas of our business, historically
our client satisfaction activities were undertaken in a
standalone application. Prior to Manage mySales, extensive
housekeeping was required to keep account and client
information current across multiple applications.
The quality and sales team understood the synergies of
using a common contact repository where account and client
contact changes are maintained centrally and available in
real time.
Additional synergies included storing the outcomes at
the account and client contact level in Manage mySales and
making them easily accessible to sales, quality and account
team members—bringing the voice of the customer into view.
While keeping data entry at a minimum, Accenture is able to
share data and outcomes more easily and efficiently and
gain deeper and more robust insights..
Ecosystems
Another area that has benefited from the client lifecycle
data available from Manage mySales is our ecosystem team.
Responsible for all partnerships outside of Accenture (from
our longstanding relationships with SAP and Microsoft, to cloud
partners and providers), the ecosystems team works with these
partners to build and bring to market tailored solutions for clients.
For example, take our living workplace solution that brings
together technology (software and hardware) with human
ingenuity around the employee experience to make sure that the
workforce has the right solutions to deliver the right outcomes—
from hire to retire.
By drawing on the data collected by Manage mySales—input
from areas such as Sales, Quality/Customer Satisfaction and
Account Planning—the ecosystem team is able to generate
predictive analytic insights that help to inform where we target
our next ecosystem solutions to clients. Having one enterprise
store enables better applied intelligence and improves the
success of our campaigns—resulting in more
tailored solutions, improved client targeting and higher
conversion rates. This data analytic approach has contributed
to 38% growth rate in ecosystem-related business.
Accenture’s mission is to deliver on the promise of technology
and human ingenuity. And we match the technology innovations
of our ecosystem partners with smart Accenture people to help
clients reinvent their business.
We do this at scale, since we have hundreds of partners who
specialize in all manner of solutions that meet the needs of a
changing future. So much of our sales opportunities are about
timing and suitability.
With a common data store in the cloud, we can see what’s
happening and not only make better decisions for our own
organization, but also improve outcomes for clients.
Copyright © 2022 Accenture. All rights reserved
Driving better
business
outcomes
A valuable difference
Manage mySales delivers a “single version of
the truth” to meet the needs of our sales,
marketing, quality/customer satisfaction and
ecosystem teams via one platform.
Five key areas made the solution possible: bold
leadership and governance, strong partnerships
with cloud providers, continuous innovation and
rapid releases, a dedicated engagement model for
our account teams and strategic business and IT
collaboration within Accenture.
Our customer relationship management is more
robust and digitized. We’ve introduced streamlined
opportunity forms, online qualification and win
strategy tools and automated new business meeting
materials. And our account management has
enhanced intelligence. For example, account plan
analytics provide predictive insights into how to
achieve our sales plans.
In turn, business opportunities are undertaken more
efficiently and effectively, and analytics capabilities
offer insights that help drive decisions and,
ultimately, lead to better business outcomes.
Copyright © 2022 Accenture. All rights reserved
2K
Users across 50 countries with Wave
Analytics access.
8K
Account teams collaborating across
global and local clients.
98%
Adoption rate by marketers assigned to
named accounts using prescriptive
approach for strategy, segmentation,
execution and reporting insights.
72%
Decrease in data management support
as a result of streamlining to
a single Salesforce organization.
3x
Win rate on pursuits with strong versus
moderate deal qualification checklist
scores.
95%
Accuracy using win probability predictor
(non-win, withdraw or loss).
A valuable difference
Highlights of Accenture’s Manage mySales solution include:
Copyright © 2022 Accenture. All rights reserved
Copyright © 2022 Accenture. All rights reserved
Copyright © 2022 Accenture.
All rights reserved.
Accenture and its logo
are trademarks of Accenture.
About Accenture
Accenture is a global professional services company with leading
capabilities in digital, cloud and security. Combining unmatched
experience and specialized skills across more than 40 industries,
we offer Strategy and Consulting, Interactive, Technology and
Operations services — all powered by the world’s largest network of
Advanced Technology and Intelligent Operations centers. Our
699,000 people deliver on the promise of technology and human
ingenuity every day, serving clients in more than 120 countries. We
embrace the power of change to create value and shared success
for our clients, people, shareholders, partners and communities.
Visit us at www.accenture.com.
Contact
Lee Balan
Managing Director
Sales & Pricing Performance
Olga Gonzalez
Managing Director
Global IT
IT Research & Innovation
Shane Marshall
Managing Director
Global IT
Client & Market Technology
/lee-balan
/olga-gonzalez
/shane-marshall
Stephen Nicolls
Managing Director
Global IT
Client & Market Technology
Sara Porter
Managing Director
Sales & Pricing Performance
Stephanie Elliott
Senior Manager
Marketing + Communications
Marketing Salesforce Excellence Lead
/stephen-nicolls
/sara-porter
/stephanie-elliott
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Reinventing the client journey

  • 1. STORIES Using a digital, analytics- driven platform to enhance our client relationships and grow our business Reinventing the client journey
  • 2. Copyright © 2022 Accenture. All rights reserved Sharing richer insights Like all successful businesses, Accenture strives to establish strong, long-lasting relationships with our clients so that we can better serve their needs. A robust cloud-based IT strategy enabled us to introduce a single digital, data-driven platform that rejuvenates how we work with clients and helps us realize better business outcomes. Over a period of years, Accenture had accumulated a number disconnected online and offline tools for the various processes involved in any customer journey. The business knew it needed one solution to better enhance and integrate that journey. Collaborating with our global IT organization, our Global Sales and Pricing Excellence team developed a vision for a new solution known as Manage mySales, based on Salesforce.com. The solution focused on digitizing how Accenture sells by moving the entire sales process online and improving overall efficiency. As the improved integration and automation of Manage mySales began to demonstrate greater efficiencies, the Marketing and Communications (M+C) organization migrated to the new solution to share contact and campaign information— and their use continues to expand. Before long, two additional areas of our business—Quality and Ecosystems—also adopted Manage mySales. Now, with shared access to the same client data, our people can not only benefit from the richer insights of a “single source of the truth” but also enjoy the powerful advantage of being a data-driven organization. In the past, our customer relationship journey relied on systems that were disconnected and inconsistently used. Today, by integrating our leading practices into Manage mySales, our teams are better able to share data and use it effectively. SARA PORTER Managing Director—Sales & Pricing Performance, Accenture Call for change
  • 3. Copyright © 2022 Accenture. All rights reserved Meeting diverse business needs When tech meets human ingenuity Here are some of the milestones in developing and launching Manage mySales: Implement the foundation: Manage mySales is based on the Salesforce platform using standard capabilities with customized enhancements. Implementation of the “base” Manage mySales solution involved bringing together sales data across numerous applications to streamline, simplify and integrate the sales management processes. Using a new cloud-based infrastructure, the solution has full mobility and can be used anywhere, anytime. Actively encourage adoption: The initial introduction of Manage mySales affected around 30,000 account team users. To help this large number of users to become familiar with the new solution quickly, we developed extensive training using job aids and videos and social media tools to offer learning tips— giving account teams the right level of support and information they needed, when they needed it. Enable insights: Laying an application foundation and building comprehensive integration and automation created new opportunities to transform business processes and make previously unattainable insights available to account teams—all of which is now leading to new, post-digital value. We built a new business management application that provides a comprehensive view of an opportunity and enables online, real- time approval decisions. We implemented enriched core analytics to make opportunity comparisons against key metrics to see what’s happened, what’s changed and what’s projected in the future. Drive intelligent decision making: Initially, we launched analytic sales capabilities to drive operational efficiencies. Now, we are equipping our teams with predictive analytics to help us make better business decisions. We aim to empower account teams to move from insights to actions more quickly and intelligently. For example, Einstein Analytics, a product of Salesforce, enabled us to develop indicators, such as our Win Probability Predictor, to help to predict the potential for deal success, and enable sales teams to take strategic actions to increase win probabilities. The model accurately predicts the ability to win an opportunity with 97% accuracy—in less than three seconds. A single source of truth: Manage mySales has taken the standard features of Salesforce beyond a customer relationship management solution to provide data that is a single source of truth across our core business functions. And these capabilities are easily expanded.
  • 4. Copyright © 2022 Accenture. All rights reserved When tech meets human ingenuity Copyright © 2022 Accenture. All rights reserved In addition to our sales account teams, areas of the business taking advantage of Manage mySales include: Marketing In 2011, the Marketing organization consolidated more than 50 different databases into one using Salesforce.com for all its contact and campaign management. In 2015, Marketing began sharing contact data from its instance with Manage mySales and fully migrated in 2017, enabling us to see the entire client experience—from prospective client to loyal customer. This 360-degree visibility enables client account teams to be predictive and agile in their response to clients’ changing needs. We have also introduced a data quality initiative, to make sure that contact information is complete and accurate, built an index to measure key fields and created a central team to support data management. Around 71% of all new contacts are created as Good or Pass as a result of the data quality initiative and 78% of contacts are rated as Good or Pass in the Contact Data Quality Index. Marketing continues to expand Manage mySales’ capabilities through integrations: Oracle Eloqua, offering marketing automation; Cvent, an enterprise event management platform; internally developed Integrated Planning & Campaign Tool to automate the creation of marketing campaigns in Manage mySales; Smart Rooms which provides secure rooms for clients or for use by larger communities, as well as custom objects developed to meet specific Marketing and Communications business requirements, such as a Client Nomination functionality for events. This robust data set feeds standard reporting and dashboards as well as Tableau CRM Analytics Studio dashboards.
  • 5. Copyright © 2022 Accenture. All rights reserved When tech meets human ingenuity Quality/Client Satisfaction As with the other areas of our business, historically our client satisfaction activities were undertaken in a standalone application. Prior to Manage mySales, extensive housekeeping was required to keep account and client information current across multiple applications. The quality and sales team understood the synergies of using a common contact repository where account and client contact changes are maintained centrally and available in real time. Additional synergies included storing the outcomes at the account and client contact level in Manage mySales and making them easily accessible to sales, quality and account team members—bringing the voice of the customer into view. While keeping data entry at a minimum, Accenture is able to share data and outcomes more easily and efficiently and gain deeper and more robust insights.. Ecosystems Another area that has benefited from the client lifecycle data available from Manage mySales is our ecosystem team. Responsible for all partnerships outside of Accenture (from our longstanding relationships with SAP and Microsoft, to cloud partners and providers), the ecosystems team works with these partners to build and bring to market tailored solutions for clients. For example, take our living workplace solution that brings together technology (software and hardware) with human ingenuity around the employee experience to make sure that the workforce has the right solutions to deliver the right outcomes— from hire to retire. By drawing on the data collected by Manage mySales—input from areas such as Sales, Quality/Customer Satisfaction and Account Planning—the ecosystem team is able to generate predictive analytic insights that help to inform where we target our next ecosystem solutions to clients. Having one enterprise store enables better applied intelligence and improves the success of our campaigns—resulting in more tailored solutions, improved client targeting and higher conversion rates. This data analytic approach has contributed to 38% growth rate in ecosystem-related business. Accenture’s mission is to deliver on the promise of technology and human ingenuity. And we match the technology innovations of our ecosystem partners with smart Accenture people to help clients reinvent their business. We do this at scale, since we have hundreds of partners who specialize in all manner of solutions that meet the needs of a changing future. So much of our sales opportunities are about timing and suitability. With a common data store in the cloud, we can see what’s happening and not only make better decisions for our own organization, but also improve outcomes for clients.
  • 6. Copyright © 2022 Accenture. All rights reserved Driving better business outcomes A valuable difference Manage mySales delivers a “single version of the truth” to meet the needs of our sales, marketing, quality/customer satisfaction and ecosystem teams via one platform. Five key areas made the solution possible: bold leadership and governance, strong partnerships with cloud providers, continuous innovation and rapid releases, a dedicated engagement model for our account teams and strategic business and IT collaboration within Accenture. Our customer relationship management is more robust and digitized. We’ve introduced streamlined opportunity forms, online qualification and win strategy tools and automated new business meeting materials. And our account management has enhanced intelligence. For example, account plan analytics provide predictive insights into how to achieve our sales plans. In turn, business opportunities are undertaken more efficiently and effectively, and analytics capabilities offer insights that help drive decisions and, ultimately, lead to better business outcomes.
  • 7. Copyright © 2022 Accenture. All rights reserved 2K Users across 50 countries with Wave Analytics access. 8K Account teams collaborating across global and local clients. 98% Adoption rate by marketers assigned to named accounts using prescriptive approach for strategy, segmentation, execution and reporting insights. 72% Decrease in data management support as a result of streamlining to a single Salesforce organization. 3x Win rate on pursuits with strong versus moderate deal qualification checklist scores. 95% Accuracy using win probability predictor (non-win, withdraw or loss). A valuable difference Highlights of Accenture’s Manage mySales solution include: Copyright © 2022 Accenture. All rights reserved
  • 8. Copyright © 2022 Accenture. All rights reserved Copyright © 2022 Accenture. All rights reserved. Accenture and its logo are trademarks of Accenture. About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services — all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities. Visit us at www.accenture.com. Contact Lee Balan Managing Director Sales & Pricing Performance Olga Gonzalez Managing Director Global IT IT Research & Innovation Shane Marshall Managing Director Global IT Client & Market Technology /lee-balan /olga-gonzalez /shane-marshall Stephen Nicolls Managing Director Global IT Client & Market Technology Sara Porter Managing Director Sales & Pricing Performance Stephanie Elliott Senior Manager Marketing + Communications Marketing Salesforce Excellence Lead /stephen-nicolls /sara-porter /stephanie-elliott